Analyst Opinions

Insights from SEBI-registered analysts · updated live

CA Sumit Mangla

28 mins ago · SEBI Registration INH000028626

CSB Bank targets FY28 ROA of 1.5–1.8% in Q2 concall

CSBBANK
CSB Bank Limited (CSBBANK) has shared its outlook in the Q2FY27 earnings call. The bank expects FY27 ROA at 1.29–1.5%, with an aspirational target of 1.5%, and aims for 1.5–1.8% in FY28. NIM guidance is maintained at 3.75–3.80%…

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7 likes·5 comments
Umang Bhutada

2 hours ago · SEBI Registration INH000023001

Will premium travel demand support another strong quarter?

ITCHOTELS
ITC Hotels Limited (ITCHOTELS) is among the companies scheduled to report Q2 FY27 results on Monday, 26 October 2026. Investors will be looking for continued growth in room revenue and operating profitability. Previous quarter…

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31 likes·31 comments
Hemraj Singh Sikarwar

2 hours ago · SEBI Registration INH000016719

MANKIND PHARMA: SALES GROWTH AND PRODUCT MIX

MANKIND
is worth watching as investors prepare to assess its September-quarter performance. Pharmaceutical companies can benefit from a strong domestic formulation business, new product launches and improved distribution. However, growth…

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32 likes·31 comments
AKANSHA JAIN

2 hours ago · SEBI Registration INH000024408

JBM AUTO: ELECTRIC MOBILITY AND ORDER EXECUTION

JBMA
is a stock to track ahead of its quarterly results, particularly for investors following the automotive components and electric mobility segments. The company has exposure to automotive systems and electric buses. Performance can de…

#SectorBreakouts
31 likes·30 comments
Mohammed Shoaib

2 hours ago · SEBI Registration INH000015525

ERIS LIFESCIENCES: DOMESTIC PHARMA GROWTH IN FOCUS

ERIS
is on the watchlist ahead of its September-quarter results. The company operates in the Indian pharmaceutical market, where performance depends on prescription demand, product mix, pricing, distribution and the ability to expand its…

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30 likes·30 comments
Adarsh Nimborkar (SEBI IA)

2 hours ago · SEBI Registration INA000019789

Rossell Techsys Ltd Company Fundamental Analysis

ROSSTECH
Rossell Techsys is an engineering and manufacturing company supplying high-reliability electrical wire harnesses, interconnect systems and complex electronic assemblies for aerospace, defence, space and semiconductor applications…

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31 likes·30 comments
Naveen Kumar

2 hours ago · SEBI Registration INH000011088

Eaaa India Alternatives company IPO Analysis

Eaaa India Alternatives is launching its IPO from October 26 to October 28 with a share price of 165 rupees, targeting a total valuation of approximately 1,700 crore rupees The company manages alternative investment funds targeting High Net…

#IPO#Miscellaneous#EquityResearch#FundamentalViews#MacroViews
29 likes·31 comments
Jay Gupta

2 hours ago · SEBI Registration INH000029218

FIVE-STAR BUSINESS: COLLECTIONS AND CREDIT QUALITY MATTER

FIVESTAR
Finance is worth tracking ahead of its quarterly results. The company provides secured loans to small businesses and self-employed borrowers. Its performance depends on loan growth, collection efficiency, borrower cash flows and…

#TrendingSectors
32 likes·33 comments
Shree Dhanraksha Securities

2 hours ago · SEBI Registration INH000017152

Understanding Large-Scale Capital Investment

NLC India Ltd.

NLCINDIA
signed memorandums of understanding with Odisha's Industrial Promotion and Investment Corporation to explore new industrial opportunities involving coal gasification, synthesis gas production and mineral processing…

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32 likes·32 comments
Unite Technologies Financial

2 hours ago · SEBI Registration INH000020350

Mazagon Dock Shipbuilders – Technical Analysis

The stock

MAZDOCK
is showing a strong bearish trend on the daily chart. The stock has declined from around ₹2800 to ₹1860 forming lower highs and lower lows. The latest session closed at ₹1860 down 3.24%, indicating continued selling pres…

#TimeToExit#EquityResearch#TechnicalViews#WatchOutFor#MacroViews
35 likes·35 comments
TrueNorth Capital

2 hours ago · SEBI Registration INA000020040

Mahindra Finance Q2 net profit jumps 61 percent

M&MFIN
reported a 61 percent year-on-year increase in net earnings for the second quarter of fiscal year 2027. Standalone disbursements reached Rs 16,499 crore, supported by strong demand in the passenger vehicle and three-wheeler segment…

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35 likes·36 comments
Anish Rai

2 hours ago · SEBI Registration INH000026460

BEL Bags Fresh Defence Orders Worth Approximately ₹1,011 Cr

BEL
. (BEL) 🔹 Order Wins: Secured additional orders valued at around ₹1,011 crore. 🔹 Key Segments: The orders span radar systems, communications, sonar, jammers and defence-related services. 🔹 Business Outlook: The new contracts add…

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36 likes·36 comments
Capital Investo Research

2 hours ago · SEBI Registration INH000016755

BEL Secures New Defence Orders Worth ₹1,011 Crore

Company Update: Bharat Electronics Ltd. (BEL) 🔹 New Orders: Secured fresh orders worth approximately ₹1,011 crore. 🔹 Order Segments: Contracts cover radar systems, communications, sonar, jammers and defence services. 🔹 Business Impact…

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36 likes·35 comments
Vibhu Jain

2 hours ago · SEBI Registration INH000015233

Narayana Hrudayalaya analysis on different parameters

NH
Quality :- Narayana Hrudayalaya Ltd’s quality metrics continue to show a stable operational foundation. The company’s return on capital employed (ROCE) for the half-year period stands at 12.20%, which, while modest, indicates a consiste…

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37 likes·38 comments
Sanjay Ahuja

2 hours ago · SEBI Registration INH000020439

PARADEEP PHOSPHATES TO INVEST Rs 4,750 CRORE IN ODISHA

PARADEEP
, one of India’s leading fertiliser manufacturers, has signed an MoU with the state government of Odisha to invest Rs 4,750 crore for development of new chemical and fertiliser facilities. The proposed investment will support the…

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41 likes·42 comments
ArthavrkshRA

2 hours ago · SEBI Registration INH000025212

Nifty IT Weekly: Neckline Test; HCLTech in Focus

Nifty IT outperformed this week, up 0.22% to 31,995.50 while the broader market fell. It pushed to an intraweek high of 33,138.60 but closed just below the 32,130 inverse head and shoulders neckline, so the pattern stays unconfirmed on a we…

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25102026combined_niftyit_hcltech_weekly.png
43 likes·41 comments
Shrikant Pandey

2 hours ago · SEBI Registration INH000023986

ARVIND : OPENS VARANASI GARMENT FACILITY WORTH OVER ₹150 CR

ARVIND : OPENS VARANASI GARMENT FACILITY WORTH OVER ₹150 CR

ARVIND
• Greenfield garment plant in Varanasi developed with an investment of ~₹150 Cr; first manufacturing unit in Uttar Pradesh • Facility has revenue potential of ₹250 Cr a…

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41 likes·41 comments
Ankit Gupta

2 hours ago · SEBI Registration INH100007231

JK Cement Reports Strong Q2 FY27 Volume Growth

JKCEMENT
EMENT: The company reported 21% growth in grey cement volumes and 13% growth in white cement volumes during Q2 FY27. The quarterly update highlights growth across both product segments and provides an overview of the company's cem…

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44 likes·43 comments
Neha

2 hours ago · SEBI Registration INH000016542

Zomato vs Swiggy Q2 Results: Kaun Jeeta? |

Zomato vs Swiggy Q2 Results: ek ne ₹125 crore kamaye, doosre ne ₹922 crore gawaye 😳 Scorecard 👇

ETERNAL
🥊 Round 1 · 10-min delivery: Blinkit +₹184 cr vs Instamart −₹895 cr (Adj. EBITDA) → Zomato 1–0 🍔 Round 2 · Food delivery: Zomato…

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Zomato vs Swiggy Q2 Results:  Kaun Jeeta? |
43 likes·43 comments
Akshay Patel

3 hours ago · SEBI Registration INH000017231

Kotak Mahindra Bank Q2 revenue up 15.7% to ₹19,900 crore

Kotak Mahindra Bank Limited (NSE: KOTAKBANK)

KOTAKBANK
reported Q2 revenue of ₹19,900 crore, up 15.7% from ₹17,200 crore a year ago. Separately, its October 2026 business update showed net advances up 25% YoY to ₹5.77 lakh crore, with tot…

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41 likes·40 comments