Analyst Opinions

Insights from SEBI-registered analysts · updated live

Sumit Kadam

1 min ago · SEBI Registration INH000024462

YES Bank’s ₹8,415 Crore Legal Shock Returns

Sometimes, a banking crisis doesn’t end when the headlines disappear. It returns through the fine print. In 2020, YES Bank

YESBANK
wrote off ₹8,415 crore worth of AT1 bonds as part of its rescue. Years later, the Supreme Court ruled the…

#StockInNews#TrendingSectors#FundamentalViews#MacroViews
1 like
Rakesh Kumar

17 mins ago · SEBI Registration INH100003282

Angelone Quarterly Results Analysis Q2FY2027

ANGELONE
Operating Revenue for Q2FY27 is Rs. 1,427 Crs., 18.74% growth YoY, Total Income is Rs. 1,432 Crs., 18.88% growth YoY, EBDAT is Rs. 493 Crs., 51.92% growth YoY, EBDAT Margin is 45.1% also improved by 1060 Basis points YoY, PBT Rs.…

#FundamentalViews#WatchOutFor#EquityResearch#MacroViews#HiddenGems
3 likes·3 comments
Ketan Mittal (SEBI RA)

25 mins ago · SEBI Registration INH000018726

Axis Bank’s 38% profit growth hides a sequential slowdown

Axis Bank Limited (NSE: AXISBANK) reported Q2 FY27 net profit of ₹7,003 crore, up 38% year-on-year, but fell short of market expectations. Its shares dropped as much as 5% on 19 October. What happened? Net interest income grew 12% year-on…

#StockInNews#PsychologyofMoney#EquityResearch#Miscellaneous#PersonalFinance
Saksham Sharma

30 mins ago · SEBI Registration INA000022613

LTM's AI revenue grows 47%, but deal wins fall

LTM
LTM Limited (LTM) reported Q2 FY27 revenue of ₹11,808 crore, up 13.6% year on year. Net profit fell 4.6% sequentially to ₹1,398 crore, while quarterly deal wins dropped to $1.26 billion from $1.68 billion. The contrast is worth examin…

#FundamentalViews#WatchOutFor#EquityResearch
6 likes·6 comments
Unite Technologies Financial

33 mins ago · SEBI Registration INH000020350

SAIL – Technical Analysis, Support and Resistance

The stock

SAIL
is showing a short-term bearish trend on the daily chart after declining from its recent high near ₹208. The stock is currently trading around ₹170 and has formed lower highs indicating selling pressure. The recent price act…

#TechnicalViews#WatchOutFor#Today’sTradingSetup#EquityResearch
6 likes·6 comments
Anish Rai

47 mins ago · SEBI Registration INH000026460

Sensex Slumps Over 300 Points, Nifty Dips Below 23,050

Indian equity markets remained under pressure on October 19, with benchmark indices extending their losses amid selling in key banking stocks. The Sensex fell around 300 points to 74,410, while the Nifty 50 shed nearly 90 points to trade at…

#Miscellaneous#MacroViews
10 likes·11 comments
Saurabh Tyagi--Clovek,Advisory

49 mins ago · SEBI Registration INA100014879

Leela Palaces aims to 2x revenue by FY30 & ₹2,000 cr EBITDA.

THELEELA
aims to double revenue by FY30 and reach ₹2,000 crore EBITDA. CEO Anuraag Bhatnagar reports Q2 as one of the best quarters, with strong growth excluding major conferences. The company plans to increase keys from 4,000 to 5,200 by…

#FundamentalViews#StockInNews#WatchOutFor#EquityResearch#MacroViews
11 likes·11 comments
Mohammed Shoaib

49 mins ago · SEBI Registration INH000015525

Kotak Mahindra Bank: What Will Drive the Next Move?

KOTAKBANK
Private-sector banks are facing renewed scrutiny as investors assess quarterly results, deposit costs and profitability. For Kotak Mahindra Bank, I would focus on four indicators rather than reacting to daily price movements.…

#TrendingSectors
11 likes·11 comments
Capital Investo Research

50 mins ago · SEBI Registration INH000016755

Market LIVE : Sensex Falls Over 300 Point, Nifty Below 23050

Sensex Falls Over 300 Points, Nifty Below 23,050; Private Banking Stocks Under Pressure. Indian equity benchmarks traded in the red on October 19, as selling pressure weighed on market sentiment. The Sensex dropped 300 points to 74,410 whil…

#Miscellaneous#MacroViews
11 likes·10 comments
Ashish Kumar

57 mins ago · SEBI Registration INH100008939

Sanyasi Ayurveda Offloads 0.53% Stake in PC Jeweller

Sanyasi Ayurveda has sold a 0.53 percent stake in jewellery retailer PC Jeweller through open-market transactions on October 16. The company disposed of 5.17 crore equity shares, representing 0.53 percent of PC Jeweller’s paid-up equity cap…

#StockInNews#WatchOutFor
13 likes·13 comments
Hruthik N

1 hour ago · SEBI Registration INH000029917

PNB Leads PSU Bank Surge After Strong Q2

Markets opened flat today and then slipped. The Sensex opened at 74,849.30 (up 120 points) and the Nifty at 23,150.85 (up about 5 points), against Friday’s closes of 74,729.27 and 23,146.15. By around 10 AM the Sensex was down about 240 poi…

#EquityResearch
16 likes·15 comments
Jay Gupta

1 hour ago · SEBI Registration INH000029218

HDFC Bank: Profit Grows 4.7%, Is Market Concerned?

HDFC Bank reported a 4.7% year-on-year increase in net profit to ₹19,510 crore for the September 2026 quarter. Net interest income also grew 9.7%. However, the stock came under pressure on October 19 as investors assessed the earnings qual…

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16 likes·16 comments
Manjushri Sharma SEBI RA

1 hour ago · SEBI Registration INH000019497

Yes Bank in Focus After Supreme Court Ruling on AT-1 Bond

YESBANK
Yes Bank remains in focus following the Supreme Court’s ruling concerning the write-off of its Additional Tier-1 (AT-1) bonds worth approximately ₹8 415 crore. The ruling upheld the quashing of the 2020 write-off reviving question…

#StockInNews#TechnicalViews#FundamentalViews#MacroViews#EquityResearch
16 likes·17 comments
Hemraj Singh Sikarwar

1 hour ago · SEBI Registration INH000016719

Yes Bank: profit jumps 65%, but the test is growth quality

Yes Bank Ltd reported a 65.1% YoY increase in Q2 FY27 net profit to ₹1,080 crore. Net interest income also grew 22.7% YoY to ₹2,822 crore, giving the quarter a strong start. The headline numbers are encouraging, but for a bank that has be…

#WatchOutFor
16 likes·16 comments
Nikita (SEBI RA)

1 hour ago · SEBI Registration INH000016843

Wipro's Q2 revenue beats estimates, deal wins weaken

Wipro Limited (NSE: WIPRO) reported Q2 FY27 revenue of ₹24,753 crore, slightly above analyst expectations of ₹24,627 crore. However, deal bookings fell 45% year-on-year to $2.6 billion. The company also gave a cautious Q3 constant-currency…

#EquityResearch
16 likes·15 comments
AKANSHA JAIN

1 hour ago · SEBI Registration INH000024408

ICICI Bank: strong profit growth, but margins need watching

ICICI Bank Ltd reported a 20.1% YoY increase in Q2 FY27 net profit to ₹14,843 crore. Net interest income rose 17.7% YoY to ₹25,339 crore, showing continued strength in the bank's core lending business. The results look strong on the headl…

#Today’sTradingSetup
15 likes·16 comments
Pavan Rawat

1 hour ago · SEBI Registration INH000025966

HCL Technologies Ltd. Reports 21% Profit Growth

HCLTECH
HCL Technologies (HCLTech) reported strong Q2 FY27 results, with consolidated net profit rising 21.2% year-on-year to ₹5,132 crore, while revenue increased 11.5% to ₹35,620 crore. The company’s performance exceeded analysts’ profi…

#WatchOutFor
18 likes·18 comments
Neha

1 hour ago · SEBI Registration INH000016542

Q2 Results Scorecard: Profit +20% vs +4.7%, Asli Kahani?

HDFC Bank vs ICICI Bank Q2 Results: Scorecard 📊 Subah wale 3 numbers ka result aa gaya! 💰 Profit: ICICI ₹14,843 cr (+20.1%) | HDFC ₹19,510 cr (+4.7%, treasury gains hata kar +12.6%) 1️⃣ NIM: ICICI 4.36% → 4.18% 🔻 | HDFC 3.32% 2️⃣ Growth…

#Pre-OpeningCommentary
Q2 Results Scorecard: Profit +20% vs +4.7%, Asli Kahani?
19 likes·19 comments
Ankush

1 hour ago · SEBI Registration INH000021234

Vedanta Ltd. in Focus After Zinc Capacity Expansion

VEDL
Vedanta Ltd. is in focus after its subsidiary expanded zinc production capacity in South Africa through an investment of approximately $600 million. The expansion is expected to strengthen the group’s international mining operations…

#StockInNews
18 likes·18 comments
Rahul Porwal

1 hour ago · SEBI Registration INH000019372

Punjab National Bank (PNB) has reported a record Q2 FY27

PNB
Punjab National Bank (PNB) has reported a record Q2 FY27 net profit of ₹5,532 crore, up 13% year-on-year, and its CEO Ashok Chandra has set a target of crossing ₹6,000 crore quarterly profit in the coming quarters. Meanwhile, PNB share…

#StockInNews
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21 likes·21 comments