Analyst Opinions

Insights from SEBI-registered analysts · updated live

Rakesh Kumar

2 mins ago · SEBI Registration INH100003282

STERLITE Technologies Results Analysis-Q2FY2027

STLTECH
Financial performance and key operating metrics (Consolidated) : Operating Revenue for Q2FY27 is Rs. 2,529 Crs., 144.58% growth YoY, Total Income is Rs. 2,563 Crs., 145.03% growth YoY, Gross Profit is Rs. 1,496 Crs., 178.58% growt…

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Ishwar Kathed

6 mins ago · SEBI Registration INH000024374

Nifty breaks 22,550 support as crude nears $117

Market Outlook & Trading Report (Monday, 26 Oct) Executive Summary & Macro Headwinds Nifty officially closed at 22,600, but actual trading settled near 22,513 – 22,520, confirming that the critical weekly support at 22,550 has cracked. Glob…

#Pre-OpeningCommentary#IndexStrategies
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1 like·1 comment
Manjushri Sharma SEBI RA

26 mins ago · SEBI Registration INH000019497

JSW Steel's Quarterly Profit Surges 225% to ₹5279 Crore

JSW Steel's Quarterly Profit Surges 225% to ₹5279 Crore

JSWSTEEL
reported a sharp rise in second-quarter profit with net profit increasing 225% year-on-year to ₹5279 crore. Revenue grew 10.7% supported by strong sales volumes and firm…

#StockInNews#EquityResearch#TechnicalViews#FundamentalViews#MacroViews
1 like·1 comment
Ketan Mittal (SEBI RA)

26 mins ago · SEBI Registration INH000018726

Infosys cuts FY27 growth guidance despite $5.2B deals

Infosys Limited (NSE: INFY) cut its FY27 revenue-growth guidance to 1% to 2% in constant currency, from the earlier 1.5% to 3% range. Q2 FY27 large-deal total contract value reached $5.2 billion, with 62% coming from net-new deals. What hap…

#EquityResearch#PersonalFinance#MacroViews#Miscellaneous#PsychologyofMoney
1 like·1 comment
Vineet Chawla

30 mins ago · SEBI Registration INH000008190

Kajaria Ceramics - Quaterly Results 2026

KAJARIACER
Revenue for the September 2026 quarter grew 23.43% year-on-year to Rs. 13,319.00 million, compared with Rs. 10,790.90 million in the same period last year. Profit rose even faster, up 37.74% to Rs. 1,662.80 million from Rs. 1,2…

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6 likes·6 comments
VIJAY KUMAR GUPTA

31 mins ago · SEBI Registration INH000020226

Infosys Q2: Rs 7,823 crore profit, FY27 guide cut to 1-2%

INFY
Infosys reported Q2 FY27 on Friday 23 October. Net profit was Rs 7,823 crore, up 6.2 percent from Rs 7,364 crore a year earlier and flat on Q1’s Rs 7,769 crore. Revenue from operations was Rs 49,244 crore, up 11 percent year on year.…

#HiddenGems#TrendingSectors#SectorBreakouts#TechnicalViews#FundamentalViews
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6 likes·6 comments
Shree Dhanraksha Securities

32 mins ago · SEBI Registration INH000017152

Understanding Qualified Institutional Placements

NBFC Sector – Cholamandalam Investment and Finance Company Ltd.

CHOLAFIN
announced that its board would meet on 28 October 2026 to consider raising capital through a qualified institutions placement (QIP), including the issuance of equity…

#MacroViews#PersonalFinance#TrendingSectors#FundamentalViews#WatchOutFor
6 likes·6 comments
Manish Salvi

46 mins ago · SEBI Registration INH000015598

AU Small Finance Bank Q2 profit up 52.9%, trend bearish

AU Small Finance Bank Limited posted a 52.9% rise in Q2 profit to Rs 858 crore. The stock is below its 200-day average, with support at Rs 860 and Rs 1,035. AU Small Finance Bank Limited [

AUBANK
] reported a 52.9% rise in Q2 FY27 profit…

#TechnicalViews#StockInNews
6 likes·6 comments
SASI KUMAR SEBI RA

50 mins ago · SEBI Registration INH000019327

Electronic Manufacturing (EMS) Stocks for Long-Term Tracking

India is building a stronger electronics manufacturing base across consumer devices, telecom equipment, servers and industrial electronics. As global companies diversify their supply chains, Indian manufacturers could get more opportunities…

#PersonalFinance#StockInNews#EquityResearch#PsychologyofMoney#TrendingSectors
11 likes·10 comments
Saurab Jain

51 mins ago · SEBI Registration INH000012838

JK Cement Q2 profit rises 7.8%, trend stays bearish

JK Cement Q2 net profit rose 7.8% to Rs 173 crore as revenue grew 23.7%. The stock remains bearish below Rs 5,210, with support at Rs 4,671. JK Cement Limited [

JKCEMENT
] reported a 7.8% rise in consolidated Q2 net profit to Rs 173 crore…

#StockInNews#TechnicalViews
11 likes·12 comments
Naveen Kumar

56 mins ago · SEBI Registration INH000011088

Bls Polymers company IPO evaluation for listing

Bls Polymers is entering the market with a 930 crore valuation, seeking 255 crore for expansion. The company manufactures electrical wire polymers but relies significantly on trading for its margins rather than pure manufacturing. While rev…

#MacroViews#IPO#PersonalFinance#Miscellaneous#FundamentalViews
6 likes·6 comments
ArthavrkshRA

56 mins ago · SEBI Registration INH000025212

Bank Nifty Weekly: 53,750 Key; ICICI Bank Stalls

Bank Nifty closed the week at 54,287, down 2.79%, after failing to clear the 56,200 Falling Window resistance, which sits close to the 50-day (56,260) and 200-day (56,843) averages. RSI fell to 37.73 from 51.91, below the midline. The 53,75…

#TechnicalViews#EquityResearch#WatchOutFor#IndexStrategies
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6 likes·6 comments
Ankit Gupta

1 hour ago · SEBI Registration INH100007231

AU Small Finance Bank Q2 Net Profit Rises 53% YoY

AUBANK
BANK: The bank reported standalone net profit of ₹860 crore for Q2, compared with ₹561 crore in the corresponding quarter of the previous year, reflecting a year-on-year increase of approximately 53%. The quarterly performance high…

#WatchOutFor
13 likes·13 comments
Apurva Harsh Vira

1 hour ago · SEBI Registration INH000024064

Bharat Coking Coal Q2 Profit Turns Positive at ₹124 Cr

BHARATCOAL
a subsidiary of Coal India, reported a strong turnaround in Q2 FY27, posting a standalone net profit of ₹123.74 crore against a loss of ₹52.99 crore in the corresponding quarter last year. Revenue from operations increased 39.1…

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26 likes·26 comments
Saksham Sharma

2 hours ago · SEBI Registration INA000022613

Persistent revenue rises 30%, but profit falls 25%.

PERSISTENT
Persistent Systems Limited (PERSISTENT) reported Q2 FY27 revenue of ₹4,664 crore, up 30.3% year-on-year. Net profit fell 25.4% to ₹352 crore. At first glance, this looks like a contradiction. A company growing revenue this quic…

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29 likes·28 comments
Shrikant Pandey

2 hours ago · SEBI Registration INH000023986

SENCO GOLD : ACQUIRES 68% STAKE IN MELORRA PARENT

SENCO GOLD : ACQUIRES 68% STAKE IN MELORRA PARENT FOR ₹68 CR

SENCO
• Executes SSA and SHA to acquire 68% of August Jewellery Pvt Ltd (AJPL), owner of the Melorra brand, for ₹68 Cr in cash across multiple tranches • AJPL FY26 turnover st…

#StockInNews
32 likes·34 comments
Harika Enjamuri

2 hours ago · SEBI Registration INH000017417

KEC International wins ₹2,872 crore Power Grid orders

KEC International Limited has secured ₹2,872 crore in orders from Power Grid Corporation of India Limited for 765 kV transmission line projects. The contracts mark the largest-ever single order for its India transmission and distribution b…

#WatchOutFor#StockInNews#EquityResearch#FundamentalViews#MacroViews
35 likes·34 comments
TrueNorth Capital

2 hours ago · SEBI Registration INA000020040

360 ONE WAM Q2 profit falls 4.4% to Rs 302 crore

360ONE
reported a 4.4 percent year-on-year drop in profit to Rs 302 crore for the second quarter, driven by valuation losses. Operating profit rose 20 percent to Rs 434 crore on the back of strong recurring fee growth. What happened Reve…

#FundamentalViews
34 likes·36 comments
Vivek kumar

2 hours ago · SEBI Registration INH000021915

Shree Cement reported consolidated revenue of ₹5,897cr!

Shree Cement Limited reported consolidated revenue of ₹5,897 crore in Q2 FY27, up approximately 24% year on year. However, consolidated net profit fell 15.2% to ₹263 crore, while EBITDA per tonne declined 8% to ₹966. What happened? The c…

#StockInNews
36 likes·36 comments
RAJIV GUPTA (SEBI RA)

2 hours ago · SEBI Registration INH300004858

Arvind Limited's Greenfield Garment Manufacturing Facility

ARVIND
Arvind Limited's inaugurated by Prime Minister Shri Narendra Modi state-of-the-art garment manufacturing facility in Varanasi, UƩar Pradesh, in the presence of Smt. Anandiben Patel, Hon’ble Governor of Uttar Pradesh, Shri Yogi Adit…

#WatchOutFor
38 likes·39 comments