Analyst Opinions

Insights from SEBI-registered analysts · updated live

MBA Investmentwala

24 mins ago · SEBI Registration INH000011185

Sterlite Tech Secures $1.2 Billion Hyperscale Deal

Sterlite Technologies

STLTECH
has secured a Long-Term Supply Agreement (LTSA) with an international hyperscale partner, with the total potential value estimated at approximately $1.2 billion based on prevailing selling prices of the conne…

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5 likes·5 comments
Sunil Kotak

36 mins ago · SEBI Registration INH000015826

D-Mart Q2 revenue rises 18% to Rs 19,206 cr; store count 518

D-Mart Q2 revenue rises 18% to Rs 19,206 cr; store count at 518

DMART
SEBI RA – Shubh Consultancy – Sunil Kotak – INH000015826 Avenue Supermarts, which owns and operates the retail chain D-Mart, reported an 18.4 per cent rise in standalon…

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8 likes·8 comments
Prameela Balakkala

37 mins ago · SEBI Registration INH000016074

Viceroy Hotels: ₹38.45 Cr Loan to Wholly-Owned Subsidiary

VHLTD
Viceroy Hotels Ltd has entered into a loan agreement with its wholly owned subsidiary, SLN Terminus Hotels and Resorts Pvt Ltd, for ₹38.45 crore at an interest rate of 8.75%. The loan will be used by SLN Terminus to repay its existin…

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9 likes·9 comments
Kundan Motwani

49 mins ago · SEBI Registration INH000019354

Bajaj Auto (BAJAJ-AUTO) — for tomorrow, 5 Oct 2026

BAJAJ-AUTO
Bajaj Auto (BAJAJ-AUTO) — for tomorrow, 5 Oct 2026: I would not blindly buy the dip. The stock closed at ₹10,045, down 7.62%, after the September sales numbers triggered heavy selling. ***** India +1 Price-action plan ₹9,900…

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12 likes·11 comments
Sarathi Research

58 mins ago · SEBI Registration INH000012740

Aurobindo P Expands US Presence with $15.25 Mil Acquisition

AUROPHARMA
Aurobindo Pharma has completed the acquisition of A1 Biochem Labs LLC, a US-based contract research and chemistry services company, through its wholly owned subsidiary A1 USA Inc. The transaction was completed for a cash conside…

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14 likes·13 comments
saurabh mittal

2 hours ago · SEBI Registration INH000022835

BSE Ltd trading‑window closure ahead of Q2 results

BSE
BSE has closed its trading window from October 1, 2026 until 48 hours after the Q2 FY27 results are announced, in line with insider‑trading norms. The exact board‑meeting date for Q2 results had not been disclosed in the latest notice.…

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31 likes·3 comments
VIJAY KUMAR GUPTA

2 hours ago · SEBI Registration INH000020226

Coforge chairman quits; shares fall 8.7% intraday

COFORGE
Coforge Limited's chairman O P Bhatt resigned on 9 September and the stock fell as much as 8.7 percent to Rs 1,780.70 from Rs 1,950. A new chair is in place, but the 1 October NSE close is 6.4 percent below Rs 1,950. Board events…

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coforge_daily_update.png
43 likes·42 comments
Mayank Kumar

3 hours ago · SEBI Registration INH000015978

Consolidation at the top followed by a breakdown

IFCI
Consolidation at the top followed by a breakdown is generally considered a bearish signal, especially when it occurs after a strong uptrend. During the consolidation phase, the price moves within a narrow range near its recent high…

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47 likes·46 comments
THREETREND RESEARCH

3 hours ago · SEBI Registration INH000022729

Bearish Engulfing pattern is a strong bearish candlestick

JPPOWER
A Bearish Engulfing pattern is a strong bearish candlestick reversal pattern that usually appears after an uptrend or near a resistance zone. It forms when a small bullish candle is followed by a larger bearish candle that compl…

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JPPOWER_2026-10-04_06-41-21.png
47 likes·44 comments
Tejaswi

3 hours ago · SEBI Registration INA200015176

Sterlite Tech: 690% in a year, priced at 208 times

STLTECH
Sterlite Technologies Limited (NSE: STLTECH) went from ₹122 in October 2025 to ₹955 on 1 October 2026, a rise of almost 690% in one year. The market cap is ₹49,110 crore. What happened Q1 FY27 revenue was ₹1,910 crore, up 87%. E…

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50 likes·51 comments
Sarathi Research

4 hours ago · SEBI Registration INH000012740

Blue Dart Express falls to fresh 52-week low

BLUEDART
Blue Dart Express Limited fell 2.49% to close at Rs 4,510 on October 1, 2026, touching a fresh 52-week low the same day. The stock slipped along with a broader weak market, the Sensex was down about 1.05% on the day, but Blue Dart…

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70 likes·49 comments
Umang Bhutada

8 hours ago · SEBI Registration INH000023001

DMart reports 18.4% Q2 revenue growth: What matters next?

DMART
Avenue Supermarts Limited, which operates DMart, reported standalone revenue from operations of ₹19,206.18 crore for Q2 FY27, up 18.4% from ₹16,218.79 crore in the corresponding quarter last year. The company had 518 stores as of 30…

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119 likes·78 comments
Pyrifera Investment Advisors

8 hours ago · SEBI Registration INH000020466

Reliance plans ₹1 lakh crore AP biogas plant investment

Reliance Industries announced a ₹1 lakh crore investment to build compressed biogas plants in Andhra Pradesh. This massive capital allocation expands its green energy footprint and integrates rural agricultural supply chains into its core o…

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126 likes·46 comments
Ishwar Kathed

9 hours ago · SEBI Registration INH000024374

Wockhardt: Zaynich leads the next growth phase

Wockhardt Limited is pursuing a transition from a traditional pharmaceutical portfolio towards a research-led specialty pharma and biotechnology model. The long-term opportunity centres on novel antibiotic Zaynich, insulin and biosimilars,…

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Apex_Alpha_Wockhardt_Research_Report (2).pdf
146 likes·61 comments
Hemraj Singh Sikarwar

10 hours ago · SEBI Registration INH000016719

Tata Steel falls 3.4% as Europe turns EBITDA negative

Tata Steel Limited

TATASTEEL
EEL fell 3.42% to ₹178 on October 1, 2026, its second straight decline. Its European business turned EBITDA negative in Q1 FY27 after a plant shutdown in the Netherlands, and Q2 results are due. What happened:…

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152 likes·56 comments
AKANSHA JAIN

10 hours ago · SEBI Registration INH000024408

Adani Ports September cargo rises 11% to 46 million tonnes

Adani Ports and Special Economic Zone Limited

ADANIPORTS
RTS handled 46 million tonnes of cargo in September 2026, up 11% from a year ago. The data came out on October 2, after the stock fell 3.36% to ₹1,738 on October 1, so the first reac…

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148 likes·40 comments
Mohammed Shoaib

10 hours ago · SEBI Registration INH000015525

Tata Motors PV Q2 sales rise 40% to record 201,723 units

Tata Motors Passenger Vehicles Limited

TMPV
sold 201,723 vehicles in Q2 FY27, up 40% from 144,397, the highest quarterly sales in its history. The stock still closed near ₹279 on October 1, within 3% of its 52-week low of ₹272. What hap…

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153 likes·68 comments
Harika Enjamuri

10 hours ago · SEBI Registration INH000017417

Dr Reddy’s US arm gets $32,350 IRS penalty

The penalty relates to a fiscal year reference misclassification during tax payment, with no material financial or operational impact reported. Dr Reddy’s Laboratories, Inc., a step-down wholly owned subsidiary, received the final IRS tran…

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160 likes·44 comments
TrueNorth Capital

10 hours ago · SEBI Registration INA000020040

ICICI Lombard pushes tech as Q1 net profit drops 46%

ICICI Lombard General Insurance Company Limited [

ICICIGI
] showcased an aggressive digital roadmap during its Digital Day, aiming to raise its digital servicing share to 90% by FY29. The move comes as Q1FY27 net profit fell 46% year-on-ye…

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161 likes·70 comments