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Analyst Opinions

Insights from SEBI-registered analysts · updated live

TrueNorth Capital
TrueNorth Capital

3rd Oct · SEBI Registration INA000020040

SEBI Registration INA000020040 · 3rd Oct

Hitachi Energ posts 68% revenue growth on order execution

POWERINDIA
reported a 68.6% year-on-year surge in revenue for Q1FY27, driven by strong execution across power transmission projects. Order intake stood at Rs 5,097 crore, bringing the order backlog to Rs 32,222 crore. The sharp execution…

#FundamentalViews#StockInNews
947 likes·79 comments
Ishwar Kathed
Ishwar Kathed

2nd Oct · SEBI Registration INH000024374

SEBI Registration INH000024374 · 2nd Oct

Cabinet approves ₹1.86 lakh crore Green Energy Corridor-III

The Union Cabinet has approved ₹1.86 lakh crore for Green Energy Corridor Phase III (GEC-III), aimed at strengthening India's renewable power transmission network and expanding battery storage infrastructure. The initiative has two major c…

#StockInNews#WatchOutFor#SectorBreakouts
892 likes·83 comments
Pavan Rawat
Pavan Rawat

1st Oct · SEBI Registration INH000025966

SEBI Registration INH000025966 · 1st Oct

BSE Ltd. SHARES FALL AFTER NIFTY INCLUSION

BSE
Shares of BSE witnessed profit booking after the exchange operator’s inclusion in the benchmark Nifty 50 index took effect as part of the semi-annual index rejig. The stock was trading around 2.5% lower during the session. Ahead of it…

#StockInNews
937 likes·44 comments
Finkhoz Roboadvisory Services
Finkhoz Roboadvisory Services

17th Sep · SEBI Registration INH000022297

SEBI Registration INH000022297 · 17th Sep

Hitachi Energy gets ₹45,790 target from Jefferies

!POWERINDIA Limited (POWERINDIA) rose up to 3% on September 17 after Jefferies initiated coverage with a ₹45,790 target, implying 52% upside from the previous close. Jefferies expects earnings per share to grow at a 54% CAGR during FY26-2…

#HiddenGems#StockInNews#EquityResearch#PersonalFinance
459 likes·78 comments
Sumit Kadam
Sumit Kadam

15th Sep · SEBI Registration INH000024462

SEBI Registration INH000024462 · 15th Sep

Oracle’s AI Bet Is Reshaping the Data-Centre..

AI spending can create opportunities beyond software, benefiting companies supplying electricity, cables, transformers, cooling and infrastructure to data centres. Imagine a massive AI engine being built somewhere in the world. While Oracl…

#FundamentalViews#Post-ClosingCommentary#StockInNews#WatchOutFor#EquityResearch
769 likes·84 comments
Shree Dhanraksha Securities
Shree Dhanraksha Securities

15th Sep · SEBI Registration INH000017152

SEBI Registration INH000017152 · 15th Sep

POWER: Learning from India’s Rising Electricity Demand

NTPC
remains an important stock for beginners studying India’s power-generation theme. A recent sector report highlighted strong electricity demand and increasing renewable-energy additions as key drivers for the Indian power industry. In…

#FundamentalViews#WatchOutFor#PersonalFinance#MacroViews#TrendingSectors
968 likes·65 comments
Neha
Neha

11th Sep · SEBI Registration INH000016542

SEBI Registration INH000016542 · 11th Sep

Don't Miss This AI Shift: Stocks You Need to Know

AI Boom in India is creating a new investment opportunity beyond technology and semiconductor stocks. The next major theme could be Data Centre, Power and Electrical Infrastructure. ⚡ As Artificial Intelligence adoption accelerates, demand…

#TechnicalViews#FundamentalViews
Don't Miss This AI Shift: Stocks You Need to Know
562 likes·84 comments
Sumit Kadam
Sumit Kadam

9th Sep · SEBI Registration INH000024462

SEBI Registration INH000024462 · 9th Sep

India’s Power Grid Story: One HVDC Order, A Much Bigger

As renewable power grows in Rajasthan and other regions, the next challenge is moving that electricity efficiently to where it is needed. That is where **HVDC transmission** enters the story. GE Vernova T&D India has emerged as L1 for the…

#WatchOutFor#StockInNews#Today’sTradingSetup#Pre-OpeningCommentary#FundamentalViews
606 likes·60 comments
Mayank Kumar
Mayank Kumar

8th Sep · SEBI Registration INH000015978

SEBI Registration INH000015978 · 8th Sep

Hitachi Energy India (POWERINDIA) – Latest Fundamental

POWERINDIA
Hitachi Energy India has delivered a very strong Q1 FY27, with revenue rising 68.6% YoY to ₹2,494 crore and PAT jumping 123.5% to ₹294 crore. EBITDA increased about 135% to ₹399 crore, while the operating margin expanded to ar…

#TechnicalViews
621 likes·28 comments
Neha
Neha

7th Sep · SEBI Registration INH000016542

SEBI Registration INH000016542 · 7th Sep

Don't Miss This AI Shift: Stocks You Need to Know

AI Boom in India is creating a new investment opportunity beyond technology and semiconductor stocks. The next major theme could be Data Centre, Power and Electrical Infrastructure. ⚡ As Artificial Intelligence adoption accelerates, demand…

#FundamentalViews#TechnicalViews
Don't Miss This AI Shift: Stocks You Need to Know
974 likes·46 comments
Stock Reader
Stock Reader

7th Sep · SEBI Registration INH000022923

SEBI Registration INH000022923 · 7th Sep

Adani Power — India’s Power Is Becoming Its Big

ADANIPOWER
Electricity demand is rising. AI needs power. Manufacturing needs power. Data centres need power. And Adani Power is building capacity for the next decade of India's energy demand. Adani Power is no longer just a thermal powe…

#Pre-OpeningCommentary
828 likes·57 comments
Neha
Neha

3rd Sep · SEBI Registration INH000016542

SEBI Registration INH000016542 · 3rd Sep

🚀 AI Boom = Massive Opportunity for Indian Power Stocks? ⚡

**AI Boom = Massive Opportunity for Indian Power Stocks? ⚡** Everyone is talking about NVIDIA, GPUs, and AI... but very few investors are looking at the companies that supply the **power infrastructure behind AI Data Centers**. In this vi…

#Pre-OpeningCommentary
1,085 likes·66 comments
Neha
Neha

31st Aug · SEBI Registration INH000016542

SEBI Registration INH000016542 · 31st Aug

🚨 10 MULTIBAGGER STOCKS TO WATCH IN BOOM 2026! 🚨

🚨 10 MULTIBAGGER STOCKS TO WATCH IN BOOM 2026! 🚨 Not a BUY call. Just a high-growth WATCHLIST 👀 1️⃣ CG Power 2️⃣ Data Patterns

CGPOWER
3️⃣ TD Power Systems 4️⃣ Hitachi Energy India 5️⃣ Techno Electric 6️⃣ HFCL 7️⃣ Sterlite Technologi…

#FundamentalViews#TechnicalViews
520 likes·63 comments
Pavan Rawat
Pavan Rawat

28th Aug · SEBI Registration INH000025966

SEBI Registration INH000025966 · 28th Aug

CGPOWER SURGE UP AS US LIKELY TO BAN CHINESE POWER EQUIPMENT

CGPOWER
Shares of Indian transformer and power equipment manufacturers rose in Thursday’s trading session after US President Donald Trump signed an executive order declaring a national emergency and introducing restrictions on certain for…

#WatchOutFor
989 likes·10 comments
Pankaj pawar
Pankaj pawar

28th Aug · SEBI Registration INH000020934

SEBI Registration INH000020934 · 28th Aug

SUZLON
Wins 250 MW Wind Power Project Order

SUZLON
: Secured a major 250 MW wind power project order from Torrent Green Energy, a subsidiary of Torrent Group. Under the contract, Suzlon will supply and install 76 units of S144 wind turbine generators, each with a rated capacity of a…

#EquityResearch#StockInNews#FundamentalViews
530 likes·43 comments
InvestAce Capital
InvestAce Capital

27th Aug · SEBI Registration INH000017736

SEBI Registration INH000017736 · 27th Aug

HAL Moves Deeper Into India’s Aero-Engine Ambition

Hindustan Aeronautics

HAL
is taking another step beyond aircraft manufacturing as it moves into the development of a new generation of indigenous helicopter engines. HAL and Safran Helicopter Engines have signed the final contract throug…

#EquityResearch
729 likes·74 comments
SASI KUMAR SEBI RA
SASI KUMAR SEBI RA

26th Aug · SEBI Registration INH000019327

SEBI Registration INH000019327 · 26th Aug

Power & Energy Infrastructure Watchlist for Long Term ⚡

Everyone talks about AI… very few talk about what powers it. Without electricity, nothing runs. A few companies quietly benefiting 👇 ❥ Power Grid ❥ NTPC ❥ Hitachi Energy India ❥ Transformers & Rectifiers ❥ GE Vernova T&D ❥ Kalpataru Pro…

#PersonalFinance#FundamentalViews#StockInNews#EquityResearch#HiddenGems
861 likes·79 comments
Neha
Neha

26th Aug · SEBI Registration INH000016542

SEBI Registration INH000016542 · 26th Aug

📊 COMPANIES WITH STRONG RESULTS (NEHA GUPTA SEBI RA)

📊 COMPANIES WITH STRONG RESULTS 1️⃣ Power, Electrical & Energy POLYCAB • SIEMENS • POWERINDIA • APARINDS • TDPOWERSYS • PREMIERENE • QPOWER

POLYCAB
2️⃣ Automobile & Auto Components BAJAJ-AUTO • TVSMOTOR • CRAFTSMAN • SJS • ATHERENERG •…

#Post-ClosingCommentary
476 likes·65 comments
Neha
Neha

25th Aug · SEBI Registration INH000016542

SEBI Registration INH000016542 · 25th Aug

📊 COMPANIES WITH STRONG RESULTS Strong results

📊 COMPANIES WITH STRONG RESULTS 1️⃣ Power, Electrical & Energy POLYCAB • SIEMENS • POWERINDIA • APARINDS • TDPOWERSYS • PREMIERENE • QPOWER 2️⃣ Automobile & Auto Components BAJAJ-AUTO • TVSMOTOR • CRAFTSMAN • SJS • ATHERENERG • GNA • MTA…

#TrendingSectors#SectorBreakouts
789 likes·77 comments
Neha
Neha

22nd Aug · SEBI Registration INH000016542

SEBI Registration INH000016542 · 22nd Aug

AI Data Center Boom 🚀 | AI Theme Stocks 2026

AI sirf NVIDIA aur GPUs ki kahani nahi hai.

POWERINDIA
Har AI Data Center ko electricity, transformers, cables, cooling systems aur gas pipeline infrastructure ki zarurat hoti hai. Isi wajah se AI Infrastructure theme investors ke liye e…

#FundamentalViews#TechnicalViews
AI Data Center Boom 🚀 | AI Theme Stocks 2026
807 likes·59 comments