Analyst Opinions

Insights from SEBI-registered analysts · updated live

Ketan Mittal (SEBI RA)

1 min ago · SEBI Registration INH000018726

TCS faces a tougher Q2 as IT growth slows

Tata Consultancy Services Limited will report Q2 FY27 results on October 8, with investors entering the quarter expecting weak sequential growth across Indian IT. Brokerage estimates point to only 0.7% to 3.5% sequential revenue growth for…

#PsychologyofMoney#MacroViews#Miscellaneous#PersonalFinance#EquityResearch
Stock Reader

7 mins ago · SEBI Registration INH000022923

DMART — INDIA'S CONSUMPTION STORY, BUILT ON LOW PRICES 🛒🚀

DMART
When consumers want more for less, DMart's biggest weapon isn't technology. It's cost leadership. Avenue Supermarts has built one of India's strongest grocery and general-merchandise retail businesses around a simple formula: Bu…

#PersonalFinance
1 like
VIJAY KUMAR GUPTA

12 mins ago · SEBI Registration INH000020226

Vodafone Idea 3.5x P/E rests on one Rs 51,970 cr quarter

IDEA
Vodafone Idea Limited shows a P/E of 3.5 on StockGro, but its Rs 3.45 trailing EPS rests on one quarter: Q4 FY26's Rs 51,970 crore profit from a cut in its AGR liability. This follows my 25 September Q1 post. What the earnings hold…

#StockInNews#WatchOutFor#Today’sTradingSetup#EquityResearch#PsychologyofMoney
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2 likes·3 comments
Adarsh Nimborkar (SEBI IA)

13 mins ago · SEBI Registration INA000019789

Punjab National Bank Ltd Company Fundamental Analysis

PNB
Punjab National Bank (PNB) is one of India's largest public-sector banks, with a diversified loan franchise spanning corporate, MSME, agriculture and retail banking. The bank has been undergoing a multi-year balance-sheet improvement,…

#FundamentalViews#StockInNews#EquityResearch#HiddenGems#WatchOutFor
3 likes·2 comments
Nikita (SEBI RA)

15 mins ago · SEBI Registration INH000016843

Bajaj Finance Q2 new loans rise 11% YoY...

Bajaj Finance Limited booked 13.45 million new loans in Q2 FY27, up 11% from 12.17 million in Q2 FY26. Its customer franchise reached 128.85 million as of September 30, 2026. The stronger loan volume was accompanied by 26.5% growth in asse…

#StockInNews#FundamentalViews
2 likes·3 comments
RAJIV GUPTA (SEBI RA)

17 mins ago · SEBI Registration INH300004858

Shyam Metalics & Energy Ltd Signs MoU with Maharashtra Govt

SHYAMMETL
Shyam Metalics & Energy Ltd to Set Up Rs 50,000 Crore Integrated Steel Complex in Chandrapur The agreement was formally executed in Mumbai by Dr. P. Anbalagan, IAS, Principal Secretary (Industries, Investment & Services), repr…

#WatchOutFor
2 likes·2 comments
Palak Jain

18 mins ago · SEBI Registration INH000017718

KPI Green Energy just won a ₹2,025 crore solar order.

But I don’t think the interesting part is only the number. 👀 The company has received a major solar EPC order from NACOF Oorja. Now think about what EPC actually means.

KPIGREEN
N isn't simply selling solar panels. It can be involved…

#MacroViews#Miscellaneous#EquityResearch#TrendingSectors#SectorBreakouts
2 likes·2 comments
Sumit Kadam

31 mins ago · SEBI Registration INH000024462

Tata Sons AGM: The 17-of-36 Maths Investor Should Understand

Imagine a large business family where the real decision-making power is not determined only by one shareholder, but also by how voting happens across several trusts. That is the interesting lesson emerging around the likely **Tata Sons AGM…

#WatchOutFor#StockInNews#FundamentalViews#Pre-OpeningCommentary#PersonalFinance
3 likes·2 comments
Tejaswi

31 mins ago · SEBI Registration INA200015176

Aequs: $1 billion order book, four straight years of losses

AEQUS
Aequs Limited (NSE: AEQUS) grew Q1 FY27 consolidated revenue 55% to ₹395.5 crore. Aerospace, at 81% of revenue, grew 40% to ₹322.2 crore. The stock is up 96% since its December 2025 listing and trades at 12.4 times book value. Wha…

#WatchOutFor#EquityResearch#HiddenGems#FundamentalViews
2 likes·2 comments
Akhilesh Jat SEBI RA

34 mins ago · SEBI Registration INH000016649

Bajaj Finance in Focus on ₹17,500 Cr Fundraise Plan

Bajaj Finance is in focus after its Board approved a QIP and promoter warrants. The stock is 19% off its high, with support at ₹865 and resistance at ₹1,043. Bajaj Finance Limited [

BAJFINANCE
] may stay in focus today after its board cl…

#Pre-OpeningCommentary#StockInNews
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8 likes·7 comments
SHUBINVESTS I SEBI RA

43 mins ago · SEBI Registration INH000016913

Are We Building Wealth Without Building Factories?

India’s stock market is growing rapidly, but an important question remains: Is our real economy growing at the same pace as our financial markets? India has made significant progress in cleaning corporate balance sheets, strengthening bank…

#EquityResearch#StockInNews#TechnicalViews#FundamentalViews
10 likes·10 comments
Saurab Jain

45 mins ago · SEBI Registration INH000012838

Pranav Constructions Q1 profit up 45.7%, support at 96.2

Pranav Constructions Q1 profit up 45.7%, support at 96.2 Pranav Constructions Q1 FY27 profit rose 45.7% to Rs 14.4 crore, with support at Rs 96.2 and resistance at Rs 104 to 110. Pranav Constructions Limited [

PRANAV
] is in focus today…

#WatchOutFor#StockInNews#Pre-OpeningCommentary
10 likes·9 comments
Sunil Kotak

50 mins ago · SEBI Registration INH000015826

Bhavish Aggarwal backs Ola Electric rights issue

Bhavish Aggarwal backs Ola Electric rights issue with own 4.32% stake

OLAELEC
SEBI RA – Shubh Consultancy – Sunil Kotak – INH000015826 Ola Electric Chairman and Managing Director Bhavish Aggarwal has pledged a 4.32 per cent stake in the c…

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9 likes·10 comments
Pankaj pawar

55 mins ago · SEBI Registration INH000020934

Aurobindo Pharma wins final USFDA approval

AUROPHARMA
has received final USFDA approval for Perampanel Tablets in six strengths ranging from 2 mg to 12 mg. The product is bioequivalent to Fycompa Tablets and will be manufactured at Unit-IV of APL Healthcare, a wholly-owned subsid…

#FundamentalViews#HiddenGems#EquityResearch#StockInNews
12 likes·13 comments
ArthavrkshRA

1 hour ago · SEBI Registration INH000025212

Nifty Bounces From 22,200; SBI Life in Focus

Nifty slid through its supports in Friday's session to the strong 22,200 zone, which also coincides with the weekly channel support, before a late recovery took it to settle near 22,445. A doji at the lows hints that selling pressure may be…

#IndexStrategies#WatchOutFor#TechnicalViews#Pre-OpeningCommentary#EquityResearch
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17 likes·17 comments
Kundan Motwani

1 hour ago · SEBI Registration INH000019354

🔑 Nifty Levels Immediate resistance: 22,650–22,750

NYKAA
🔑 Nifty Levels Immediate resistance: 22,650–22,750 Major resistance: 22,900–23,000 Support: 22,350–22,250 Major support: 22,000 View: Sell-on-rise until Nifty sustains above 22,900. FII positioning remains cautious, with short posi…

#Today’sTradingSetup#WatchOutFor#StockInNews#TechnicalViews
19 likes·21 comments
Ravi Bhatt

1 hour ago · SEBI Registration INH000012591

GREAT EASTERN SHIPPING FUNDAMENTAL RESEARCH REPORT

The Great Eastern Shipping Company (NSE: GESHIP, BSE: 500620), Mumbai, founded 1948, is India’s largest private shipping company: 40 ships (crude and product tankers, LPG carriers, dry bulk; average age 14.5 years), plus offshore services t…

#TechnicalViews#EquityResearch
23 likes·22 comments
saurabh mittal

1 hour ago · SEBI Registration INH000022835

HDFC Bank Ltd a board meeting on October 17 for Q2 results

HDFCBANK
The RBI has approved Anup Bagchi as Managing Director & CEO for a three‑year term from October 27, 2026 to October 26, 2029. He will be appointed as an Additional Director with effect from October 2, 2026 and will take charge as M…

#StockInNews#WatchOutFor#FundamentalViews
24 likes·27 comments
Pradeep Carpenter

2 hours ago · SEBI Registration INH000019309

Aurobindo Pharma Ltd gets USFDA nod for $67 million drug

Aurobindo Pharma Ltd is in focus after receiving final USFDA approval for Perampanel Tablets in six strengths from 2 mg to 12 mg. The product has an estimated US market size of $67 million for the 12 months ended August 2026, according to I…

#StockInNews#Today’sTradingSetup#EquityResearch#TrendingSectors#Pre-OpeningCommentary
auropharma  day chart 05-10-2026.PNG
30 likes·29 comments