Analyst Opinions

Insights from SEBI-registered analysts · updated live

Sunil Kotak

4 mins ago · SEBI Registration INH000015826

JSW Cement announces merger with Shiva Cement

JSW Cement announces merger with its listed subsidiary Shiva Cement SEBI RA – Shubh Consultancy – Sunil Kotak – INH000015826

JSWCEMENT
JSW Cement on Wednesday announced a scheme of arrangement involving the merger of its listed subsidia…

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CA Sumit Mangla

5 mins ago · SEBI Registration INH000028626

Aurobindo Pharma Enters US Dermatology Market

AUROPHARMA
step-down subsidiary, Acrotech Biopharma Inc., has launched ADQUEY™ (difamilast 1%) ointment in the US, marking its entry into the dermatology market. The product is a non-steroidal topical treatment for mild-to-moderate atopic…

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CA ABHAY VARN

15 mins ago · SEBI Registration INH300008465

Cupid Raises FY27 Revenue Guidance to ₹800 Crore

CUPID
Cupid Limited has revised its FY27 revenue guidance to ₹800+ crore and net profit guidance to ₹250+ crore, driven by strong business momentum in Q2 FY27. The company expects Q2 FY27 total revenue to cross ₹200 crore, supported by su…

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3 likes·2 comments
Sarathi Research

16 mins ago · SEBI Registration INH000012740

Tech Mahindra board to consider bonus shares on Oct 15-16

TECHM
Tech Mahindra Limited has informed exchanges that its board will meet on October 15 and 16, 2026, to consider Q2FY27 results, an interim dividend and a proposal to issue bonus shares. What happened: The agenda for the October 15-16…

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3 likes·2 comments
Pankaj pawar

23 mins ago · SEBI Registration INH000020934

Tech Mahindra To Consider Dividend, Bonus Issue

TECHM
: The company’s Board of Directors is scheduled to meet on October 15–16, 2026, to consider the Q2 FY27 financial results along with proposals for an interim dividend and bonus shares. The proposed interim dividend would continue the…

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6 likes·6 comments
ArthavrkshRA

48 mins ago · SEBI Registration INH000025212

Nifty Fails at Resistance; Pre-Market Bias Weak

It was a volatile session yesterday, with Nifty initially moving higher and testing the 22,777 falling-window resistance flagged earlier. A sharp sell-off followed, erasing all the gains and pushing the index into negative territory, closin…

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10 likes·10 comments
MBA Investmentwala

55 mins ago · SEBI Registration INH000011185

Kalpataru Projects Secures Over ₹4,000 Cr UAE Order

Kalpataru Projects International has received a Letter of Award (LoA) for an Engineering, Procurement and Construction (EPC) gas pipeline project in the United Arab Emirates. The project is classified as a “Major” order, with an estimated…

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13 likes
Rohan Sunil Shinde SEBI RA

56 mins ago · SEBI Registration INH000032382

Nifty Index Technical Outlook 1st October 2026

Nifty Index remains under strong bearish pressure, with the broader trend firmly favouring bears and the prevailing market structure continuing to support a sell-on-rise strategy. The index faced strong rejection near the 22,775 resistance,…

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14 likes·13 comments
saurabh mittal

1 hour ago · SEBI Registration INH000022835

REC Ltd modest share‑price bounce after exchange penalties.

RECLTD
The President has approved the merger of REC into Power Finance Corporation (PFC), nearly seven years after PFC acquired the government’s majority stake in REC. The transaction is still subject to final regulatory, creditor and shar…

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19 likes·20 comments
Kavan Patel

1 hour ago · SEBI Registration INH000006174

Nifty midcap, Nifty JR analysis for 01/10/2026

1. Nifty MidSelect Technical Breakdown Current Level: 13,731 Immediate Trend/Bias: Bearish / Short Key Pivot Level / Threshold: 14,000 Technical Interpretation: Hold Short (Below 14,000): With the index trading at 13,731—comfo…

#TechnicalViews#Pre-OpeningCommentary#IndexStrategies
30 likes·28 comments
VIJAY KUMAR GUPTA

1 hour ago · SEBI Registration INH000020226

TCS falls 14.5% in September ahead of 8 October Q2 results

TCS
Tata Consultancy Services Limited shares fell 14.5 percent on NSE in September, from Rs 2,399 to Rs 2,050.60. Q2 FY27 results are due on 8 October. Q1 FY27, last reported (consolidated): - Revenue: Rs 72,275 crore, up 13.9% YoY; in d…

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28 likes·27 comments
Mayank Kumar

2 hours ago · SEBI Registration INH000015978

important technical support zone around ₹10,000

ULTRACEMCO
UltraTech Cement (ULTRACEMCO) is currently trading near an important technical support zone around ₹10,000. This level holds significance because ₹10,000 is a strong psychological support, while the rising trendline visible o…

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31 likes·29 comments
THREETREND RESEARCH

2 hours ago · SEBI Registration INH000022729

HFCL’s 5% rise on both September 29 and September 30

HFCL
HFCL’s 5% rise on both September 29 and September 30, 2026 appears to be driven more by a combination of strong business momentum, investor meetings and positive expectations around its telecom/AI-infrastructure opportunity than by…

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HFCL_2026-10-01_06-45-54.png
31 likes·21 comments
Pradeep Carpenter

2 hours ago · SEBI Registration INH000019309

Healthcare Stocks Fall: What Triggered the Sell-Off?

Indian healthcare stocks witnessed sharp selling on September 30, with major hospital names falling over 5%. Fortis Healthcare declined 6.33%, Apollo Hospitals Enterprise fell 5.70% and Max Healthcare Institute dropped 5.33%. The Nifty Heal…

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nifty healthcare day chart 01-10-2026.PNG
33 likes·33 comments
Stock Reader

2 hours ago · SEBI Registration INH000022923

AXISCADES — FROM ENGINEERING TO DEFENCE & DEEP-TECH 🚀

AXISCADES
The business is getting smaller in structure — but potentially much bigger in opportunity. AXISCADES is transforming from a diversified engineering company into a focused play across Defence, Aerospace, Space, Electronics and…

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40 likes·42 comments
Tejaswi

2 hours ago · SEBI Registration INA200015176

Hatsun Agro: ₹3,000 cr quarter, but profit went flat

HATSUN
Hatsun Agro Product Limited (NSE: HATSUN) crossed ₹3,000 crore in quarterly revenue for the first time in Q1 FY27. Net profit fell 1.1% to ₹133.7 crore. The stock is near ₹1,183. What happened Revenue from operations rose 19.3% t…

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40 likes·40 comments
DEEPAK PAL

2 hours ago · SEBI Registration INH000012856

PRE MARKET REPORT--> FII/ NIFTY/ BANKNIFTY/ CRUDE AND MORE..

FII Selling Crosses ₹10,000 Cr, But Nifty Defends 22,500! Can IT ADR Strength Support a Recovery Today? Indian markets enter today's session with a mixed setup. The biggest concern remains persistent FII selling, with foreign investors sel…

#TrendingSectors#Pre-OpeningCommentary#Today’sTradingSetup#WatchOutFor#USMarket
43 likes·44 comments
Pyrifera Investment Advisors

7 hours ago · SEBI Registration INH000020466

NCC secures ₹1,076 crore AP water supply order

NCC secured an official ₹1,076.71 crore drinking water supply contract from the Andhra Pradesh government on September 28. This addition reinforces its robust ₹70,000 crore order book with high-visibility state infrastructure work. The awa…

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108 likes·80 comments
Kavan Patel

8 hours ago · SEBI Registration INH000006174

Nifty, Banknifty, Finnifty analysis for 01/10/2026

1. NiftyCurrent Level: 22,620 Trend Stance: Bearish / Short BiasKey Threshold: 23,100 Action Plan:Hold Short: Maintain short positions as long as Nifty trades below the 23,100 mark. Conditional Long: Switch to creating long posit…

#IndexStrategies#TechnicalViews#Pre-OpeningCommentary
130 likes·47 comments
Umang Bhutada

8 hours ago · SEBI Registration INH000023001

Deepak Nitrite commissions ₹300 crore chemicals plant

Deepak Nitrite Limited (

DEEPAKNTR
) has commissioned manufacturing operations at its Chlorination & Specialty Chemicals facility in Gujarat through its subsidiary Deepak Chem Tech. The company has incurred approximately ₹300 crore of cap…

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125 likes·29 comments