The note's velocity idea says Divi's is positioned to benefit from oral Wegovy-driven peptide API demand and 0% US tariff clarity, expecting 21% earnings CAGR over FY26-28, with CMP Rs 9,540, SL Rs 8,870; it also lists a DIVISLAB 9600 CE buy on long build-up.
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402 notes from Motilal Oswal · all time
The note says Zydus, with MSN Laboratories, launched the first generic Adempas (Riociguat) in the US across all five strengths, and projects 23.5% YoY revenue growth with 23.2% EBITDA margin; CMP INR 1,160.
Read this note →The note says Endurance acquired 100% of Italy's Fondalpress SpA and parent Anna Milena SpA for EUR 12.34mn, expanding its European aluminium die-casting footprint, with India business expected to grow 25% YoY and consolidated PAT up 8% YoY in 2Q, at a CMP of INR 2,516 implying 22% upside.
Read this note →The note lists Bajaj Finance among stocks showing weakness in the derivatives segment.
Read this note →The note lists TVS Motor among stocks showing weakness in the derivatives segment.
Read this note →The note lists TCS among stocks showing weakness in the derivatives segment.
Read this note →The note lists Apollo Hospital among stocks showing weakness in the derivatives segment.
Read this note →The note lists Ultratech Cement among stocks showing weakness in the derivatives segment.
Read this note →The note lists Jindal Steel among stocks showing weakness in the derivatives segment.
Read this note →The note lists IEX among stocks showing weakness in the derivatives segment.
Read this note →The note lists ITC among stocks showing weakness in the derivatives segment.
Read this note →The note lists KEI among stocks showing weakness in the derivatives segment.
Read this note →The note lists Max Health among stocks showing weakness in the derivatives segment.
Read this note →The note lists Federal Bank among stocks showing weakness in the derivatives segment.
Read this note →The note lists TechM among stocks showing weakness in the derivatives segment.
Read this note →The note lists Bandhan Bank among stocks showing weakness in the derivatives segment.
Read this note →The note lists Phoenix Mills among stocks showing weakness in the derivatives segment.
Read this note →The note lists Sona Coms among stocks showing a positive derivatives setup.
Read this note →The note lists CG Power among stocks showing a positive derivatives setup.
Read this note →The note lists Siemens among stocks showing a positive derivatives setup.
Read this note →The note lists Divis Lab among stocks showing a positive derivatives setup.
Read this note →The note lists Laurus Lab among stocks showing a positive derivatives setup.
Read this note →The note lists Radico among stocks showing a positive derivatives setup.
Read this note →The note lists MCX among stocks showing a positive derivatives setup.
Read this note →The note lists Bhel among stocks showing a positive derivatives setup.
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