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Research notes

What India's research desks published, reported with attribution and linked to the original notes. Orivam issues no recommendations of its own.

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402 notes from Motilal Oswal · all time

07 Oct 2026, 08:43 IST Divi's Laboratories Limited Motilal Oswal Financial Services Ltd. (MOFSL) BUY target Rs 10,800

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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07 Oct 2026, 08:43 IST Zydus Lifesciences Limited Motilal Oswal Financial Services Ltd. (MOFSL) POSITIVE

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.

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07 Oct 2026, 08:43 IST Endurance Technologies Limited Motilal Oswal Financial Services Ltd. (MOFSL) Buy target INR 3,065

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.

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06 Oct 2026, 15:56 IST Bajaj Finance Limited Motilal Oswal Financial Services Ltd. (MOFSL)

The note lists Bajaj Finance among stocks showing weakness in the derivatives segment.

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06 Oct 2026, 15:56 IST JINDAL STEEL LIMITED Motilal Oswal Financial Services Ltd. (MOFSL)

The note lists Jindal Steel among stocks showing weakness in the derivatives segment.

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06 Oct 2026, 15:56 IST ITC Limited Motilal Oswal Financial Services Ltd. (MOFSL)

The note lists ITC among stocks showing weakness in the derivatives segment.

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06 Oct 2026, 15:56 IST Bandhan Bank Limited Motilal Oswal Financial Services Ltd. (MOFSL)

The note lists Bandhan Bank among stocks showing weakness in the derivatives segment.

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06 Oct 2026, 15:56 IST Siemens Limited Motilal Oswal Financial Services Ltd. (MOFSL)

The note lists Siemens among stocks showing a positive derivatives setup.

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06 Oct 2026, 15:56 IST Laurus Labs Limited Motilal Oswal Financial Services Ltd. (MOFSL)

The note lists Laurus Lab among stocks showing a positive derivatives setup.

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