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BHEL (BHEL IN) – Q2FY26 Result Update – Healthy Q2 with uptick in execution pace – HOLD
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Jindal Steel (JINDALST IN) – Q2FY26 Result Update – Angul ramp-up remains the key – Accumulate
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NMDC (NMDC IN) – Q2FY26 Result Update – Pricing headwinds ahead – Accumulate
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Larsen & Toubro (LT IN) – Q2FY26 Result Update – Decent Q2 despite infra drag; guidance intact – BUY
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Samhi Hotels (SAMHI IN) – Q2FY26 Result Update – Growth pedal in top-gear – BUY
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Mold-tek Packaging (MTEP IN) – Q2FY26 Result Update – Near term outlook muted, Paints to drive growth – Accumulate
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Technical Research

Technical Newsletter: 29-Oct-2025
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TVS Motor Company (TVSL IN) – Q2FY26 Result Update – Margin expansion aided by PLI benefits – Accumulate
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Asset Management Companies – Event Update – SEBI draft TER regulations: More negative for brokers than AMCs
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Mahindra & Mahindra Financial Services (MMFS IN) – Q2FY26 Result Update – Disbursements to pick up; asset quality trend weak – HOLD
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Shree Cement (SRCM IN) – Q2FY26 Result Update – Regaining volume momentum will be the key – Accumulate
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Kirloskar Pneumatic Company (KKPC IN) – Q2FY26 Result Update – Weak Q2; watchful on execution & finalizations – BUY
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Mahindra Logistics (MAHLOG IN) – Q2FY26 Result Update – B2B express business shows early signs of revival – Accumulate
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SRF (SRF IN) – Q2FY26 Result Update – Ref gas drives growth amid Agro weakness – HOLD
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Indian Oil Corporation (IOCL IN) – Q2FY26 Result Update – GRM Improves, EBITDA and PAT beat cons – Accumulate
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Technical Research

Technical Newsletter: 28-Oct-2025
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Supreme Industries (SI IN) – Q2FY26 Result Update – Robust Pipe Volumes; ADD Tailwinds in H2 – Upgrade to ‘BUY’
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Jubilant Ingrevia (JUBLINGR IN) – Q2FY26 Result Update – New projects to drive growth going ahead – HOLD
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SBI Life Insurance Company (SBILIFEIN) – Q2FY26 Result Update – Expect growth to pick-up; margins holding well – HOLD
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Latent View Analytics (LATENTVI IN) – Q2FY26 Result Update – Near-term margin hit, prioritizing growth – BUY
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PL Derivatives Desk – STAR CALL
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PL Derivatives Desk – STAR CALL
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Technical Research

Technical Newsletter: 27-Oct-2025
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Technical Research

Technical Newsletter: 24-Oct-2025
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Technical Research

Technical Newsletter: 23-Oct-2025
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Technical Research

Technical Newsletter: 20-Oct-2025
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Technical Research

Technical Newsletter: 17-Oct-2025
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Dr. Reddy’s Laboratories (DRRD IN) – Q2FY26 Result Update – Lack visibility to compensate gRevlimid erosion – REDUCE
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Kotak Mahindra Bank (KMB IN) – Q2FY26 Result Update – PL&CC pick-up/stress reduction key to re-rating – BUY
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Federal Bank (FB IN) – Event Update – Blackstone invests 10% equity post-money – BUY
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