Analyst Opinions

Insights from SEBI-registered analysts · updated live

SAURABH SAHU

1 min ago · SEBI Registration INH000014322

L&T Secures Twin Dubai Contracts Worth ₹3,500–7,500 Cr

Larsen & Toubro (L&T) has secured two contracts from Dubai’s Roads and Transport Authority (RTA) for the Latifa Bint Hamdan Corridor. 🔹 Large Contract: New road connecting Al Khail Road with Latifa Bint Hamdan Street, including bridges, t…

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CA ABHAY VARN

2 mins ago · SEBI Registration INH300008465

ACE Secures Defence Order for 74 Backhoe Loaders

ACE
(ACE) has received an order from the Border Roads Organisation (BRO), Ministry of Defence, for the supply of 74 units of 4×4 Backhoe Loaders. The company disclosed the order on September 30, 2026, highlighting its continued efforts to…

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1 like
CA ATIN AGRRAWAL

10 mins ago · SEBI Registration INH000020785

BOSCH WAIT FOR THE RETRACEMENT FOR NEW POSITION

BOSCHLTD
As of 30 September 2026, Bosch Ltd. (NSE: BOSCHLTD) is trading around ₹47,360, after recently touching a 52-week/all-time high near ₹50,000. Technical View Major Resistance: ₹49,600–₹50,000 Immediate Support: ₹46,000–₹46,500 Ne…

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1 like
InvestAce Capital

11 mins ago · SEBI Registration INH000017736

Tata Steel approves up to $2 billion subsidiary investment

Tata Steel Limited

TATASTEEL
has approved an additional investment of up to $2 billion in its wholly owned subsidiary, T Steel Holdings Pte. Ltd. The investment is expected to be made through equity shares in one or more tranches. Follow…

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1 like
SASI KUMAR SEBI RA

21 mins ago · SEBI Registration INH000019327

Stocks showing >25% profit growth - worth keeping on radar

• Dixon Technologies • Trent • CG Power • Dr Reddy’s Labs • Torrent Power • Oil India • Apar Industries • Voltas • IndusInd Bank • Marico • Vishal Mega Mart • NTPC Green Energy • Balkrishna Industries • HDFC AMC • Laurus Labs • Radico Khait…

#PersonalFinance#FundamentalViews#EquityResearch#PsychologyofMoney#HiddenGems
3 likes·3 comments
Saurabh Tyagi--Clovek,Advisory

32 mins ago · SEBI Registration INA100014879

HAL: Tejas Mk1A Deliveries Key to Execution

HAL
remains supported by a strong ₹2.55 lakh crore order book, providing significant long-term revenue visibility. However, the near-term focus is increasingly shifting from order inflows to execution, particularly the Tejas Mk1A programm…

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6 likes·6 comments
Pyrifera Investment Advisors

43 mins ago · SEBI Registration INH000020466

Kiri Industries margins expand on H-acid price spike

H-acid prices in China surged over 300% YTD to ¥200,000 per tonne, driving a massive supply deficit in dye intermediates. Kiri Industries reported a Q1 FY27 EBITDA turnaround to ₹15.90 crore as its standalone material margins expanded to 31…

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8 likes·8 comments
Prameela Balakkala

46 mins ago · SEBI Registration INH000016074

Kanohar Electricals: ₹250 Cr Order for 400kV Transformer

Key Update: Kanohar Electricals has received a ₹250 crore order from a Central Public Sector Undertaking (CPSU). The order is for the manufacturing of 400kV power transformers. The order strengthens the company’s presence in the high-volta…

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10 likes·10 comments
DEEPAK PAL

1 hour ago · SEBI Registration INH000012856

Hospital Stocks CRASH! Supreme Court Questions ON!

HOSPITAL RISK-->“Sarkari Hospital Mein Jaan Ka Risk… Private Hospital Mein Jameen-Jaydaad Ka Risk!” erns over steep mark-ups on medicines sold through private hospitals. Stocks including

APOLLOHOSP
, Max Healthcare, Fortis Healthcare, Ya…

#Today’sTradingSetup#StockInNews#WatchOutFor#Miscellaneous#TrendingSectors
13 likes·13 comments
DHARMESH BHATT             R A

1 hour ago · SEBI Registration INH000009685

STL network : Bidder of contract Rs.249.8 Cr

STL Networks emerges as L1 bidder for contract worth Rs 249.8 crore STL Networks has emerged as L1 bidder for a contract worth Rs 249.8 crore (inclusive of taxes) from Railtel Corporation of India. The contract involves design, supply, inst…

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STLNETWORKS_29092026161411_BSENSE__1_.pdf
14 likes·15 comments
Sohrab Shaikh (SEBI RA)

1 hour ago · SEBI Registration INH000015376

Tech Mahindra partners with Infinite Uptime

Tech Mahindra has entered into partnership with Infinite Uptime, the Production Outcomes Partner for Heavy Industries, to accelerate the adoption of Physical AI across manufacturing and process industries. The partnership brings together In…

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22 likes·23 comments
Finkhoz Roboadvisory Services

1 hour ago · SEBI Registration INH000022297

Power Mech gains 5% on ₹1,000 crore order win

POWERMECH
Power Mech Projects Limited (POWERMECH) gained around 5% after securing a major order worth approximately ₹1,000 crore from a domestic customer. The order covers engineering, procurement and construction work and adds to the comp…

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27 likes·26 comments
Hruthik N

2 hours ago · SEBI Registration INH000029917

Tata Trusts' Restructuring Push Puts Tata Capital in Focus

Noel Tata, chairman of Tata Trusts, sent a proposal to Tata Sons on September 28 aimed at taking Tata Sons outside the RBI's NBFC and core investment company definitions, letting it stay unlisted and sidestep the RBI-mandated IPO. Backgrou…

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34 likes·33 comments
SHUBINVESTS I SEBI RA

2 hours ago · SEBI Registration INH000016913

From Airport Passenger to Airport Consumer ✈️🛍️

you book a flight, open an app, choose your duty-free products before travelling, pay online, and simply collect them at the airport. That is the direction airport businesses are moving in from being only transportation hubs to becoming co…

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38 likes·39 comments
Sanjay Ahuja

2 hours ago · SEBI Registration INH000020439

PARAS DEFENSE WINS Rs 26.59 CRORE ORDER FROM DRDO

PARAS
has received an order valued at Rs 26.59 crore from the Defence Research and Development Organisation (DRDO). The order is classified as significant and involves critical space-borne system components. The specific nature of this co…

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39 likes·39 comments
MBA Investmentwala

2 hours ago · SEBI Registration INH000011185

BSE Enters Nifty 50 as Wipro Exits on 30 Sep 2026

BSE Ltd

BSE
enters the Nifty 50 effective September 30, 2026, replacing Wipro Ltd as part of NSE Indices' semi-annual review. The change became effective after the close of trading on September 29. What Changes for Investors: The inclusio…

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43 likes·44 comments
Ujvin Nevatia

3 hours ago · SEBI Registration INH100009628

ITC takes full ownership of Yoga Bar Parent

Research Analyst: UJVIN NEVATIA (PROPRIETOR: NEVAT INVESTMENTS) | SEBI Registration No.: INH100009628 ITC Limited (

ITC
) has acquired the remaining 52.5% stake in Sproutlife Foods for around ₹645 crore, taking its ownership of the compan…

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45 likes·42 comments
Ishwar Kathed

3 hours ago · SEBI Registration INH000024374

Roto Pumps launches HYGENIX hygienic pump series

Roto Pumps launches ‘HYGENIX’ Series Roto Pumps has launched its ‘HYGENIX’ Series - Next Generation Hygienic Food Pumping Solutions, on September 29, 2026, at ANUGA FoodTec Mumbai 2026, being held at the Bombay Exhibition Centre, Mumbai. R…

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27 likes·26 comments
CA ABHAY VARN

3 hours ago · SEBI Registration INH300008465

Ceigall India Secures ₹214.52 Crore Mining Project in Bihar

CEIGALL
has received a Letter of Intent (LOI) from the Government of Bihar’s Department of Mines and Geology for the allotment and leasing of stone blocks in Nawada district, under Lot-4 (Bhadokhara, Block-D). The project was awarded throu…

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45 likes·46 comments