‹ All Posts

Saksham Sharma

Latest posts, stock views and market insights from Saksham Sharma on StockGro.

SEBI-Registered Research Analyst · INA000022613 · View advisor profile

Saksham Sharma

3 hours ago · SEBI Registration INA000022613

Tata Consumer's new businesses grow 40%, tea stalls

TATACONSUM
Tata Consumer Products Limited (TATACONSUM) reported Q2 FY27 revenue of ₹5,661 crore, up 14% year-on-year. Net profit increased 16% to ₹470 crore. But the most interesting number in this result is not revenue growth. It is wher…

#StockInNews#EquityResearch#FundamentalViews
55 likes·54 comments
Saksham Sharma

20 hours ago · SEBI Registration INA000022613

Sona Comstar's EV revenue jumps 129%, Margins slip.

SONACOMS
Sona BLW Precision Forgings Limited (SONACOMS), also known as Sona Comstar, reported its highest ever quarterly revenue and profit in Q2 FY27. Revenue rose 35% year-on-year to ₹1,547 crore. Net profit increased 30% to ₹223 cror…

#StockInNews#EquityResearch#FundamentalViews
306 likes·89 comments
Saksham Sharma

26th Oct · SEBI Registration INA000022613

Infosys cut growth outlook despite $4.2 billion in deals.

INFY
Infosys Limited (INFY) lowered its FY27 revenue growth guidance to 1–2%, down from 1.5–3% earlier. This came despite $5.2 billion in large deal wins during Q2 FY27, with 62% classified as net new business. That contradiction is wha…

#StockInNews#EquityResearch#FundamentalViews
428 likes·83 comments
Saksham Sharma

25th Oct · SEBI Registration INA000022613

Persistent revenue rises 30%, but profit falls 25%.

PERSISTENT
Persistent Systems Limited (PERSISTENT) reported Q2 FY27 revenue of ₹4,664 crore, up 30.3% year-on-year. Net profit fell 25.4% to ₹352 crore. At first glance, this looks like a contradiction. A company growing revenue this quic…

#StockInNews#FundamentalViews#EquityResearch
707 likes·55 comments
Saksham Sharma

24th Oct · SEBI Registration INA000022613

Dr. Reddy’s profit falls 36% as US sales weakens.

DRREDDY
Dr. Reddy’s Laboratories Limited (DRREDDY) reported a 36% year on year decline in Q2 FY27 net profit to ₹925 crore. Revenue fell 1.5% to ₹8,671 crore. But the geographical breakdown tells a more interesting story than the headline…

#WatchOutFor#StockInNews#EquityResearch#FundamentalViews
1,049 likes·63 comments
Saksham Sharma

23rd Oct · SEBI Registration INA000022613

Adani Power's profit jumps 142%, but tax distorts it

ADANIPOWER
Adani Power Limited (ADANIPOWER) reported Q2 FY27 profit after tax of ₹7,019 crore, up 141.5% year on year. Revenue from operations increased 29.8% to ₹17,014 crore. But the headline profit growth needs context. Profit before…

#WatchOutFor#FundamentalViews#EquityResearch
1,142 likes·75 comments
Saksham Sharma

23rd Oct · SEBI Registration INA000022613

Adani Energy's profit doubles, but tax gain matters

ADANIENSOL
Adani Energy Solutions Limited (ADANIENSOL) reported Q2 FY27 profit after tax of ₹1,364 crore, compared with ₹557 crore a year earlier. Total income rose 51% to ₹10,239 crore. The headline profit growth looks impressive. But in…

#WatchOutFor#EquityResearch#FundamentalViews
1,332 likes·62 comments
Saksham Sharma

22nd Oct · SEBI Registration INA000022613

SRF's profit rises 31%, but margins hit an eight-quarter low

SRF
SRF Limited (SRF) reported Q2 FY27 consolidated revenue of ₹4,904 crore, up 35% year-on-year. Net profit rose 31% to ₹509 crore, but EBITDA margin fell to 19.3% from 21.3%. This is why I would not judge the quarter by profit growth al…

#FundamentalViews#StockInNews#EquityResearch
1,070 likes·73 comments
Saksham Sharma

22nd Oct · SEBI Registration INA000022613

IHCL raises FY27 revenue guidance to 15–17%

INDHOTEL
The Indian Hotels Company Limited (INDHOTEL) reported Q2 FY27 consolidated revenue of ₹2,566 crore, up 21% year-on-year. It raised its FY27 revenue growth guidance from 12–14% to 15–17%. The guidance upgrade is the number I find…

#FundamentalViews#StockInNews#EquityResearch
918 likes·79 comments
Saksham Sharma

21st Oct · SEBI Registration INA000022613

Eternal's revenue jumps 78%, but profit misses estimates

ETERNAL
Eternal Limited (ETERNAL) reported Q2 FY27 revenue of ₹24,138 crore, up 77.6% year-on-year. Net profit nearly doubled to ₹125 crore, but fell short of analyst expectations. The gap between revenue growth and profit delivery is wha…

#FundamentalViews#StockInNews#EquityResearch
1,332 likes·79 comments
Saksham Sharma

21st Oct · SEBI Registration INA000022613

Jio's ₹30,188 crore IPO faces a valuation test

RELIANCE
Jio Platforms Limited's ₹30,188 crore IPO was fully subscribed within roughly two hours of opening today. The price band is ₹1,065 to ₹1,119 per share. At the upper end, the company is valued at approximately ₹10.3 lakh crore.…

#FundamentalViews#IPO#WatchOutFor
1,251 likes·56 comments
Saksham Sharma

20th Oct · SEBI Registration INA000022613

Jindal Saw's revenue rises, but profit drops 75%

JINDALSAW
Jindal Saw Limited (JINDALSAW) reported Q2 FY27 consolidated total income of ₹4,523 crore, up around 6% year-on-year. Yet profit after tax fell to ₹35.3 crore from ₹138.6 crore a year earlier. That is the part investors should p…

#FundamentalViews#WatchOutFor#EquityResearch
827 likes·74 comments
Saksham Sharma

19th Oct · SEBI Registration INA000022613

E2E Networks posts 411% growth and signs ₹1,000 cr deal

E2E
E2E Networks Limited (E2E) reported Q2 FY27 revenue of ₹223.8 crore, up 411% year-on-year. It also signed a binding term sheet for a multi-year AI infrastructure contract worth approximately ₹1,000 crore, excluding taxes. The numbers…

#FundamentalViews#WatchOutFor#EquityResearch
1,074 likes·61 comments
Saksham Sharma

19th Oct · SEBI Registration INA000022613

LTM's AI revenue grows 47%, but deal wins fall

LTM
LTM Limited (LTM) reported Q2 FY27 revenue of ₹11,808 crore, up 13.6% year on year. Net profit fell 4.6% sequentially to ₹1,398 crore, while quarterly deal wins dropped to $1.26 billion from $1.68 billion. The contrast is worth examin…

#FundamentalViews#WatchOutFor#EquityResearch
1,022 likes·51 comments
Saksham Sharma

18th Oct · SEBI Registration INA000022613

BEML wins a ₹5,400 crore order, but valuation matters

BEML
BEML Limited (BEML) has secured an order worth more than ₹5,400 crore from National High Speed Rail Corporation Limited to supply and maintain high-speed trains for the Mumbai-Ahmedabad corridor. The contract is larger than BEML's FY…

#StockInNews#EquityResearch#FundamentalViews
992 likes·53 comments
Saksham Sharma

17th Oct · SEBI Registration INA000022613

Urban Company's core profit grows as InstaHelp burns cash

URBANCO
Urban Company Limited (URBANCO) reported Q2 FY27 revenue of ₹537.3 crore, up 41.4% year on year. Its consolidated adjusted EBITDA loss was ₹144 crore, driven by a deliberate ₹174 crore investment in InstaHelp. The headline loss hi…

#StockInNews#WatchOutFor#EquityResearch#FundamentalViews
925 likes·48 comments
Saksham Sharma

17th Oct · SEBI Registration INA000022613

HDFC Bank grows profit 4.7% as treasury gains fall

HDFCBANK
HDFC Bank Limited (HDFCBANK) reported standalone net profit of ₹19,510 crore for Q2 FY27, up 4.7% year on year. Net interest income increased 9.7% to ₹34,619 crore. The gap between loan growth and profit growth is worth examining…

#EquityResearch#FundamentalViews#StockInNews
1,313 likes·74 comments
Saksham Sharma

17th Oct · SEBI Registration INA000022613

Wipro Q2 profit down 1.4% to Rs 3,201 crore

WIPRO
Wipro Limited (WIPRO) reported Q2 FY27 consolidated net profit of ₹3,200.6 crore, down 1.4% from ₹3,246.2 crore a year ago. Revenue rose 9.1% to ₹24,752.7 crore, but IT services revenue grew only 0.6% year on year in constant currenc…

#StockInNews#WatchOutFor#EquityResearch#FundamentalViews
1,500 likes
Saksham Sharma

16th Oct · SEBI Registration INA000022613

YES Bank faces an ₹8,415 crore AT-1 bond risk

YESBANK
YES Bank Limited (YESBANK) fell 14.43% on October 15 after the Supreme Court upheld the decision quashing its ₹8,415 crore AT-1 bond write-off from 2020. The ruling does not automatically mean the bank must pay ₹8,415 crore immedi…

#FundamentalViews#StockInNews#WatchOutFor#EquityResearch
1,124 likes·71 comments
Saksham Sharma

15th Oct · SEBI Registration INA000022613

Nestle India falls despite 36% profit growth

NESTLEIND
Nestle India Limited (NESTLEIND) reported Q2 FY27 net profit of ₹1,027 crore, up 36% year on year. Revenue increased 20% to ₹6,788 crore, yet the stock fell roughly 9% after the results. The reaction is worth examining. The busi…

#FundamentalViews#WatchOutFor#EquityResearch#TrendingSectors
1,237 likes·68 comments