Analyst Opinions

Insights from SEBI-registered analysts · updated live

Ashish Kumar

6 mins ago · SEBI Registration INH100008939

Colgate-Palmolive shares jump after GST news

COLPAL
Colgate-Palmolive (India) shares rose as much as 8% on Friday. This ended a two-day fall. The stock climbed 7.7% to Rs 1,868.90 on the NSE. Later it settled around Rs 1,827.70, still up 5.3%. The rise came after the GST Council meet…

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1 like
CA ATIN AGRRAWAL

11 mins ago · SEBI Registration INH000020785

buy on dips to follow due to correction in market

ALKEM
Alkem Laboratories Limited is an Indian pharmaceutical company engaged in the development, manufacturing and marketing of pharmaceutical products. Its business includes domestic formulations, branded generics and international pharm…

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2 likes·2 comments
Covesting Technologies Pvt Ltd

11 mins ago · SEBI Registration INH000015835

Authum Investment maintains a higher-high structure!!

Authum Investment maintains a higher-high structure Authum Investment & Infrastructure Limited (NSE: AIIL) is showing relative strength despite broad market selling. According to technical analyst Hitesh Rathi of Angel One, the stock has b…

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3 likes·2 comments
Vivek kumar

12 mins ago · SEBI Registration INH000021915

Axis Bank approaches a crucial support zone!!

Axis Bank approaches a crucial support zone Axis Bank Limited (NSE: AXISBANK) is showing signs of a possible recovery after a period of consolidation. Technical analyst Hitesh Rathi of Angel One has identified ₹1,180 as an important suppor…

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3 likes·2 comments
InvestAce Capital

15 mins ago · SEBI Registration INH000017736

Lupin receives USFDA approval for injectable drug

Lupin Limited

LUPIN
has received approval from the US Food and Drug Administration (USFDA) for its Phytonadione Injectable Emulsion USP, 1 mg/0.5 mL, in a single-dose prefilled syringe. Phytonadione, a form of vitamin K1, is used in the…

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3 likes·2 comments
Tejaswi

31 mins ago · SEBI Registration INA200015176

Ardee Industries: capacity doubled cheaply, but margins?

ARDEE
Ardee Industries (NSE: ARDEE) is among India's top-six pure lead manufacturers, with a 2.09% market share in FY26. It recycles used lead-acid batteries into high-purity lead for automotive, telecom, inverter and renewable energy st…

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8 likes·7 comments
SAURABH SAHU

34 mins ago · SEBI Registration INH000014322

Lupin Receives U.S. FDA Approval for Vitamin K Injection

Lupin Limited | Pharmaceutical Update Lupin Limited has received U.S. FDA approval for its Phytonadione Injectable Emulsion USP, 1 mg/0.5 mL, in a single-dose prefilled syringe. **Key Highlights** * **Regulatory Milestone:** ANDA approve…

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8 likes·7 comments
Saksham Sharma

35 mins ago · SEBI Registration INA000022613

Poonawalla Fincorp Q2 AUM up 55% to Rs 73,950 crore

POONAWALLA
Poonawalla Fincorp Limited (POONAWALLA) reported provisional Q2 FY27 assets under management of about ₹73,950 crore, roughly 55% higher than a year ago. Liquidity stood at about ₹6,400 crore. The update covers the quarter ended…

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8 likes·7 comments
Ankush

52 mins ago · SEBI Registration INH000021234

PAYTM, MOBIKWIK SHARES RISE AS NPCI WEIGHS UPI MDR DEFERMENT

PAYTM
Shares of Paytm and One MobiKwik Systems gained in early trade on October 9, while Pine Labs remained in negative territory, as the National Payments Corporation of India (NPCI) is set to decide whether to defer the implementation of…

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12 likes·12 comments
Sunil Kotak

54 mins ago · SEBI Registration INH000015826

HDFC Bank shares bounce back after rate hike blow

HDFC Bank shares bounce back after rate hike blow; YTD loss tops 29%

HDFCBANK
SEBI RA – Shubh Consultancy – Sunil Kotak – INH000015826 HDFC Bank shares recovered on Friday, rising 1.69 per cent to ₹703.95 on the NSE as of 12:15 IST, a day…

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13 likes·12 comments
MBA Investmentwala

56 mins ago · SEBI Registration INH000011185

BEML Secures ₹75.58 Cr Military Vehicle Export Order

BEML Limited

BEML
has secured an export and maintenance order worth approximately ₹75.58 crore for high-mobility military vehicles in Southeast Asia. The company disclosed the order on October 9, 2026, under SEBI listing regulations. Ord…

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14 likes·12 comments
Vipin Dixena

1 hour ago · SEBI Registration INH000014076

Why IT Index Ignored Donald Trump’s PERM Suspension

The Nifty IT index rises over 4% and the sector adding around ₹70,000 crore in market capitalisation, despite the US suspension of the Permanent Labour Certification programme affecting major technology companies. Three Factors Behind the…

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14 likes·12 comments
Neha

1 hour ago · SEBI Registration INH000016542

5 companies where the reported order book with FY26 sales:

Big Order Book = Big Opportunity? 5 companies where the reported order book is significantly large compared with FY26 sales: HFCL-~5.7x Knowledge Marine & Engineering Works ~5.1x

KMEW
Kanohar Electricals - ~2.8x Advait Energy Transit…

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5 companies where the reported order book with FY26 sales:
15 likes·15 comments
Prameela Balakkala

1 hour ago · SEBI Registration INH000016074

SEPC: ₹855 CR SAIL ORDER; ORDER BOOK TOPS ₹10,000 CR

SEPC
SEPC: ₹854.57 CRORE SAIL-IISCO CONTRACT; ORDER BOOK CROSSES ₹10,000 CRORE Key Update - SEPC has signed a ₹854.57 crore contract with SAIL's IISCO Steel Plant. - The contract-signing ceremony was held at Burnpur, West Bengal. - The com…

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18 likes·17 comments
Harika Enjamuri

1 hour ago · SEBI Registration INH000017417

KEC International bags ₹1,030 crore in new orders

KEC International Limited has secured fresh orders worth ₹1,030 crore across its transmission, renewables and cables businesses. The wins take its FY27 year-to-date order intake above ₹8,600 crore. The Transmission & Distribution (T&D) bus…

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22 likes·19 comments
Manjushri Sharma SEBI RA

1 hour ago · SEBI Registration INH000019497

JAYASWAL NECO ₹200 Crore Warrant Issue + New Pellet Plant

JAYNECOIND
JAYASWAL Neco Industries has delivered two important corporate developments that could keep the stock in focus. The company has allotted 2 24 39 134 subscription warrants to promoter-group entity Vibrant Enterprises at ₹89.13 p…

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20 likes·20 comments
VIJAY KUMAR GUPTA

1 hour ago · SEBI Registration INH000020226

ESDS commits US$1.25 billion to Sharon AI over five years

ESDS
Correction to my 9 October morning post: ESDS Software Solution Limited is the buyer, not the seller, in the US$1.25 billion Sharon AI deal. Per Sharon AI's SEC filing of 1 April, ESDS pays about US$250 million a year for five years…

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19 likes·20 comments
Priyam Mehta

1 hour ago · SEBI Registration INH000019239

NTPC Green Energy: Battery storage adds a new growth avenue

NTPCGREEN
### NTPC Green Energy: Battery storage adds a new growth avenue NTPC Green Energy Limited (NTPCGREEN) has joined NTPC and the Kerala State Electricity Board in signing an MoU for a 2,000 MWh battery energy storage project at Kay…

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21 likes·20 comments
Adarsh Nimborkar (SEBI IA)

1 hour ago · SEBI Registration INA000019789

Kolte-Patil Developers Ltd Company Fundamental Analysis

KOLTEPATIL
Kolte-Patil Developers is a real estate developer with a strong presence in Pune and an expanding footprint in Mumbai and Bengaluru. The company develops residential projects across affordable, mid-income, premium and luxury se…

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21 likes·19 comments
Ketan Mittal (SEBI RA)

1 hour ago · SEBI Registration INH000018726

Vedanta starts post-demerger phase with ₹5 dividend

Vedanta Limited has approved its first interim dividend after the group's demerger, at ₹5 per share. The total payout is approximately ₹1,955 crore, with October 14 set as the record date. The dividend itself is not the most interesting par…

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26 likes·24 comments