Analyst Opinions

Insights from SEBI-registered analysts · updated live

Jay Gupta

2 mins ago · SEBI Registration INH000029218

TATA STEEL: MARGINS AND GLOBAL STEEL DEMAND IN FOCUS

TATASTEEL
is on the radar as investors assess its September-quarter performance amid changing global steel demand and input costs. For steel companies, revenue alone does not tell the complete story. Steel realisations, raw-material cost…

#Miscellaneous
Apurva Harsh Vira

13 mins ago · SEBI Registration INH000024064

OneSource Pharma Q2 Profit Jumps 452% YoY

ONESOURCE
reported strong Q2 FY27 results, with consolidated net profit rising 451.9% year-on-year to ₹57.4 crore from ₹10.4 crore in the corresponding quarter last year. Revenue increased 37.4% to ₹516.2 crore from ₹376 crore, indicating…

#WatchOutFor#StockInNews#EquityResearch#FundamentalViews
2 likes·1 comment
Jeet B Bhayani (SEBI RA)

16 mins ago · SEBI Registration INH000018142

Redseer H1 2026 E-Commerce Growth Report

According to data from Redseer Strategy Consultants, India’s online retail market expanded by approximately 25% year-on-year to reach ₹3.55 lakh crore ($38 billion) in the first half of 2026, marking its strongest first-half performance in…

#StockInNews#Miscellaneous#MacroViews#SectorBreakouts#FundamentalViews
1 like·1 comment
Hruthik N

18 mins ago · SEBI Registration INH000029917

MIC Electronics: Railway Play, Thin Profits, Volatile Stock

MIC Electronics (

MICEL
) is a small Hyderabad-based maker of railway passenger information systems and LED displays. It opened at ₹36.01 and is trading near ₹38.26, about 6.7% above yesterday’s close of ₹35.87. The fundamentals are thin: p…

#FundamentalViews#EquityResearch
4 likes·4 comments
Neha

22 mins ago · SEBI Registration INH000016542

93% Traders Loss Kyu Karte Hain? | Honest Trading Formula

JIOFIN
n this insightful podcast episode, we dive deep into the world of trading and investment with Ms. Neha Gupta, a SEBI Registered Research Analyst, CA Intermediate (***** and an expert Option Seller. With over a decade of experience…

#SectorBreakouts
93% Traders Loss Kyu Karte Hain? |  Honest Trading Formula
4 likes·4 comments
Umang Bhutada

25 mins ago · SEBI Registration INH000023001

Record sales momentum, but will margins improve?

Maruti Suzuki India Limited (

MARUTI
) is scheduled to report Q2 FY27 results today. Investors will look for evidence that strong vehicle demand is translating into improved profitability despite material costs and product-mix changes. P…

#TrendingSectors#HiddenGems
4 likes·4 comments
Ishwar Kathed

40 mins ago · SEBI Registration INH000024374

VA Tech Wabag wins mega water treatment contract from RIL.

VA Tech Wabag Limited secured a mega engineering contract from Reliance Industries Limited on October 27, 2026. The water management project holds an execution value exceeding ₹1,000 crore at Jamnagar in Gujarat. Body VA Tech Wabag Limited…

#FundamentalViews#StockInNews#EquityResearch
8 likes·9 comments
InvestAce Capital

41 mins ago · SEBI Registration INH000017736

Tata Consumer reports 17% quarterly profit growth

Tata Consumer Products

TATACONSUM
reported approximately 17% year-on-year growth in consolidated net profit to ₹467 crore for the September 2026 quarter, supported by expansion across its consumer products business. Revenue increased app…

#StockInNews#EquityResearch#PersonalFinance
9 likes·9 comments
AASHISH RA

51 mins ago · SEBI Registration INH000013174

eMudhra provides digital signatures, public key infrastruct.

EMUDHRA
Strengths - Strong revenue growth: FY2025–26 consolidated revenue from operations increased 35.1% to ₹701.58 crore. - Profit growth: Consolidated profit after tax rose 26.2% to ₹110.04 crore. - Improved EBITDA: Consolidated EBITD…

#PsychologyofMoney#SectorBreakouts
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11 likes·11 comments
Ketan Mittal (SEBI RA)

59 mins ago · SEBI Registration INH000018726

Tata Consumer’s 11% volume growth strengthens its case

Tata Consumer Products Limited (NSE: TATACONSUM) reported Q2 FY27 revenue growth of 14% to ₹5,661 crore and net profit growth of 16% to ₹470 crore. Its India branded business delivered 11% underlying volume growth, while growth businesses…

#MacroViews#PersonalFinance#EquityResearch#PsychologyofMoney#Miscellaneous
14 likes·13 comments
Sunil Kotak

1 hour ago · SEBI Registration INH000015826

Q2FY27 Quarterly Result Announced for Aavas Financiers Ltd.

Q2FY27 Quarterly Result Announced for Aavas Financiers Ltd. SEBI RA - Sunil Kotak - INH000015826 - Shubh consultancy

AAVAS
Housing Finance company Aavas Financiers announced Q2FY27 results Financial Highlights: Interest income stood at…

#StockInNews#WatchOutFor
14 likes·14 comments
Rahul Porwal

1 hour ago · SEBI Registration INH000019372

Mankind Pharma reported strong Q2 FY27 results

MANKIND
Mankind Pharma reported strong Q2 FY27 results yesterday (Oct 26, 2026), with net profit rising nearly 38% year-on-year to ₹716 crore and revenue climbing 17.3% to ₹4,338 crore. The company’s stock surged 4.5% on the back of this p…

#StockInNews
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13 likes·15 comments
TrueNorth Capital

1 hour ago · SEBI Registration INA000020040

NCC executes ₹81,214 crore order book under focus

NCC Ltd (

NCC
) is sitting on an ₹81,214 crore order book as of 30 June 2026. The key question is whether the company can convert that backlog into profits, cash flows and shareholder returns. NCC operates across buildings, roads, railwa…

#FundamentalViews
18 likes·17 comments
SHUBINVESTS I SEBI RA

1 hour ago · SEBI Registration INH000016913

Why Are Indian Banks’ Profit Margins Falling?

Imagine a bank getting cheaper money but still earning less profit on every rupee it lends. Sounds strange, right? In June 2026, the RBI introduced a special dollar-swap window that encouraged Indian banks to attract NRI dollar deposits. A…

#FundamentalViews#TechnicalViews#StockInNews#EquityResearch
17 likes·17 comments
Pavan Rawat

1 hour ago · SEBI Registration INH000025966

UltraTech Cement Ltd. FLAGS DEMAND RISKS

ULTRACEMCO
UltraTech Cement, India’s largest cement manufacturer, has warned that below-normal monsoon rainfall and drought conditions in several parts of the country could weigh on demand from individual homebuilders. However, continued…

#WatchOutFor
20 likes·19 comments
Ankush

1 hour ago · SEBI Registration INH000021234

DR REDDY’S EYES FRESH GROWTH CYCLE ON SEMAGLUTIDE RELAUNCH

DRREDDY
Dr Reddy’s Laboratories is preparing for a new phase of growth, driven by the planned relaunch of semaglutide in Canada, an expanding biosimilars pipeline, steady growth in its domestic business and the rapid expansion of its cont…

#StockInNews
20 likes·20 comments
Finkhoz Roboadvisory Services

1 hour ago · SEBI Registration INH000022297

Tata Motors Secures 87.81% Acceptance for Iveco Acquisition

TMCV
tata motors has received provisional acceptances for 87.81% of Iveco Group’s shares, marking a major step toward completing its proposed acquisition of the Italian commercial vehicle manufacturer. The deal would expand Tata Motors’ g…

#FundamentalViews#StockInNews#WatchOutFor
22 likes·20 comments
StockYard ( SEBI RA )

1 hour ago · SEBI Registration INH000019220

🚨 JYOTI STRUCTURES SECURES ₹949.35 CRORE POWER GRID ORDERS!

Jyoti Structures Limited (NSE: JYOTISTRUC) has received two Notifications of Award from Power Grid Corporation of India Limited (PGCIL) for high-voltage transmission line projects in Rajasthan. 🇮🇳 💰 Total Order Value: ₹949.35 crore, exc…

#PersonalFinance#EquityResearch#Miscellaneous#PsychologyofMoney#MacroViews
21 likes·21 comments
VIJAY KUMAR GUPTA

1 hour ago · SEBI Registration INH000020226

Hindustan Zinc Q2: Rs 6,412 crore profit, the gate is met

HINDZINC
Hindustan Zinc reported Q2 FY27 after market hours on 19 October. Net profit was Rs 6,412 crore, up 142 percent from Rs 2,649 crore a year earlier. Revenue was a record Rs 15,093 crore, up 77 percent, and EBITDA was Rs 9,285 cror…

#Today’sTradingSetup#WatchOutFor#StockInNews#EquityResearch#MacroViews
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24 likes·24 comments