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Hemraj Singh Sikarwar

Latest posts, stock views and market insights from Hemraj Singh Sikarwar on StockGro.

SEBI-Registered Research Analyst · INH000016719 · View advisor profile

Hemraj Singh Sikarwar

25th Oct · SEBI Registration INH000016719

MANKIND PHARMA: SALES GROWTH AND PRODUCT MIX

MANKIND
is worth watching as investors prepare to assess its September-quarter performance. Pharmaceutical companies can benefit from a strong domestic formulation business, new product launches and improved distribution. However, growth…

#HiddenGems#MacroViews#TechnicalViews
749 likes·61 comments
Hemraj Singh Sikarwar

25th Oct · SEBI Registration INH000016719

BANK OF MAHARASHTRA: PROFITABILITY AND ASSET QUALITY I

MAHABANK
is on the watchlist ahead of its September-quarter results. For public-sector banks, the quality of earnings depends on more than loan growth. Deposit mobilisation, net interest margins, recoveries and credit costs all influence…

#TrendingSectors
903 likes·46 comments
Hemraj Singh Sikarwar

24th Oct · SEBI Registration INH000016719

DALMIA BHARAT: CEMENT DEMAND AND EBITDA PER TONNE

DALBHARAT
is approaching its Q2 FY27 results, with investors likely to focus on sales volumes, realisations and cost efficiency. Cement companies operate in a competitive market where higher volumes do not always lead to higher profits.…

#EquityResearch
834 likes·62 comments
Hemraj Singh Sikarwar

24th Oct · SEBI Registration INH000016719

JK CEMENT: VOLUME GROWTH VERSUS COST PRESSURE

JKCEMENT
is worth tracking as investors assess cement demand, realisations and operating profitability in the September quarter. Cement companies can benefit from infrastructure spending and housing demand, but profitability also depends…

#FundamentalViews
1,077 likes·64 comments
Hemraj Singh Sikarwar

23rd Oct · SEBI Registration INH000016719

Jindal Stainless: profit rises 11%, demand remains strong

Jindal Stainless Ltd reported an 11.1% year-on-year increase in net profit to ₹898 crore in Q2 FY27. Revenue rose 18.2% to ₹12,874 crore, reflecting healthy business activity during the quarter. The important takeaway is that revenue grow…

#WatchOutFor
1,147 likes·75 comments
Hemraj Singh Sikarwar

22nd Oct · SEBI Registration INH000016719

BAJAJ AUTO: WHAT TO WATCH AHEAD OF RESULTS

BAJAJ-AUTO
is worth tracking as investors assess the outlook for two-wheelers, premium motorcycles and exports. For an automobile manufacturer, sales volumes are only one part of the earnings picture. Product mix, export demand, foreign-e…

#WatchOutFor
1,454 likes·58 comments
Hemraj Singh Sikarwar

22nd Oct · SEBI Registration INH000016719

Bharat Electronics: ₹1,011 crore in fresh orders

Bharat Electronics Ltd has secured additional orders worth ₹1,011 crore since its previous order disclosure on October 13, 2026. The new orders cover radar systems, communication equipment, sonar, jammers, upgrades, spares and related serv…

#Today’sTradingSetup
1,087 likes·44 comments
Hemraj Singh Sikarwar

21st Oct · SEBI Registration INH000016719

HINDUNILVR : Is the Next Growth Driver Volume or Pricing?

HINDUNILVR
is an important stock to monitor as investors assess consumer demand, input costs and the outlook for India's fast-moving consumer goods sector. For a consumer business, revenue growth can come from higher prices or from sellin…

#TrendingSectors
873 likes·69 comments
Hemraj Singh Sikarwar

21st Oct · SEBI Registration INH000016719

Bajaj Finance: profit grows 29%, asset quality improves

Bajaj Finance Ltd reported a 28.7% year-on-year increase in consolidated net profit to ₹6,367 crore in Q2 FY27. Net interest income rose 23.6% to ₹13,335 crore, while pre-provisioning operating profit increased 23.2% to ₹10,699 crore. The…

#WatchOutFor#StockInNews#Today’sTradingSetup
827 likes·62 comments
Hemraj Singh Sikarwar

19th Oct · SEBI Registration INH000016719

ONGC: Do Higher Oil Prices Always Mean Higher Profits

Oil prices remain an important driver of sentiment in energy stocks. But for Oil and Natural Gas Corporation, the relationship between crude prices and profitability is not always straightforward.

ONGC
Here are four factors I would monit…

#SectorBreakouts#HiddenGems
1,289 likes·7 comments
Hemraj Singh Sikarwar

19th Oct · SEBI Registration INH000016719

PNB: profit growth and cleaner books put stock in focus

Punjab National Bank reported a 12.8% YoY increase in Q2 FY27 net profit to ₹5,532 crore. Net interest income also grew 10.8% YoY to ₹11,601 crore, while net NPA improved to 0.25% from 0.28% in the previous quarter. The combination of ear…

#WatchOutFor#StockInNews
1,286 likes·44 comments
Hemraj Singh Sikarwar

19th Oct · SEBI Registration INH000016719

Yes Bank: profit jumps 65%, but the test is growth quality

Yes Bank Ltd reported a 65.1% YoY increase in Q2 FY27 net profit to ₹1,080 crore. Net interest income also grew 22.7% YoY to ₹2,822 crore, giving the quarter a strong start. The headline numbers are encouraging, but for a bank that has be…

#WatchOutFor
1,480 likes·74 comments
Hemraj Singh Sikarwar

18th Oct · SEBI Registration INH000016719

Max : Can Capacity Expansion Improve Future Earnings?

MAXHEALTH
Hospital operators can benefit from increasing demand for specialised treatment, but new capacity takes time and capital to become fully productive. For Max Healthcare Institute, these are the metrics I would monitor: 1. Occup…

#HiddenGems
1,319 likes·49 comments
Hemraj Singh Sikarwar

18th Oct · SEBI Registration INH000016719

Adani : How Should Investors Evaluate a Business Incubator?

ADANIPORTS
Adani Enterprises has interests across multiple infrastructure and emerging business areas. Its investment case requires more than looking at consolidated revenue growth. Four factors deserve attention: 1. Project execution:…

#TrendingSectors
834 likes·67 comments
Hemraj Singh Sikarwar

18th Oct · SEBI Registration INH000016719

Cipla: A Defensive Business Does Not Mean Risk-Free Returns

Pharmaceutical companies can benefit from recurring demand for medicines, but their earnings remain exposed to regulatory decisions, competition and product pricing. For

CIPLA
, I would focus on four areas: 1. US business: Product launch…

#FundamentalViews
957 likes·63 comments
Hemraj Singh Sikarwar

17th Oct · SEBI Registration INH000016719

Adani Ports: Cargo Volumes Tell Only Part of the Story

ADANIPORTS
Adani Ports and Special Economic Zone provides exposure to India's logistics and port infrastructure. Its performance depends on cargo volumes, operating efficiency and investment discipline. Here is what I would monitor: 1.…

#TechnicalViews
1,427 likes·64 comments
Hemraj Singh Sikarwar

17th Oct · SEBI Registration INH000016719

Sun Pharma: Beyond the Defensive Pharma Label

SUNPHARMA
Pharmaceutical stocks are often considered relatively defensive, but their earnings are not immune to competition, pricing pressure or regulatory risks. For Sun Pharmaceutical Industries, I would evaluate the business through f…

#EquityResearch
889 likes·81 comments
Hemraj Singh Sikarwar

16th Oct · SEBI Registration INH000016719

L&T: Why Order Wins Must Translate Into Profits

LT
Larsen & Toubro is a major infrastructure and engineering company whose performance depends on project execution, order inflows and capital expenditure trends. The stock faced selling pressure during early trading on October 16, accor…

#TrendingSectors
1,136 likes·62 comments
Hemraj Singh Sikarwar

16th Oct · SEBI Registration INH000016719

IndiGo Falls 1.91%: What Could Influence the Next Move?

INDIGO
Aviation, the operator of IndiGo, was among the notable Nifty 50 laggards on October 16. The stock declined 1.91% to close at ₹4,686.90, even as the broader market advanced. Why is this stock worth watching? Airline profitability…

#HiddenGems
1,075 likes·83 comments
Hemraj Singh Sikarwar

16th Oct · SEBI Registration INH000016719

JSW Steel: Rising Demand Does Not Always Mean Rising Profits

JSWSTEEL
JSW Steel was among the Nifty 50 gainers on October 16, reflecting the positive tone in the domestic market. But steel stocks require a different approach to analysis because profitability can change sharply with selling prices…

#FundamentalViews
941 likes·42 comments