The report reiterates a BUY rating with a revised target price of INR500, citing a steady quarter with healthy NII growth, improving asset quality, and robust RoA outlook of 2.0-2.1%.
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What India's research desks published, reported with attribution and linked to the original notes. Orivam issues no recommendations of its own.
258 notes from Motilal Oswal · 01 Oct 2026, 00:00 to 01 Nov 2026, 00:00 IST
The report reiterates a BUY rating on Coforge with a target price of INR2,370 (25% upside), citing strong order intake, margin guidance upgrade to 16% for FY27, and expected growth acceleration in 2HFY27 as Encora integration completes.
Read this note →The report reiterates a BUY rating on Infosys with a target price of INR1,300 (13% upside), despite noting a miss on 2QFY27 revenue, a cut in FY27 revenue growth guidance to 1-2% YoY CC from 1.5-3.0%, and margin pressure from competitive pricing and the Daimler deal exit.
Read this note →The report's quant intraday strategy lists Vodafone Idea (IDEA) as a sell idea for the day's session.
Read this note →The report's quant intraday strategy lists Coal India as a sell idea for the day's session.
Read this note →The report flags a technical SELL idea on Jubilant Foodworks futures citing a range breakdown and bearish candle.
Read this note →The report flags a technical SELL idea on Muthoot Finance futures citing continuation of a downtrend and trading below the 20 DEMA.
Read this note →The report gives a technical conviction BUY idea on HCL Technologies at CMP ₹1,424 with a target of ₹1,512 and stop loss ₹1,380, citing an inverted head and shoulder breakout.
Read this note →The report lists Adani Ports as a Focus Investment Idea with a Buy rating and 22% upside over a 1-year horizon.
Read this note →The report lists Lenskart as a Focus Investment Idea with a Buy rating and 27% upside over a 1-year horizon.
Read this note →The report lists Molbio Diagnostics as a Focus Investment Idea with a Buy rating and 36% upside over a 1-year horizon.
Read this note →The report lists Syrma SGS Tech as a Focus Investment Idea with a Buy rating and 37% upside over a 1-year horizon.
Read this note →The report includes Sona BLW Precision as a 20% weighted constituent of its EV Value Chain basket idea.
Read this note →The report includes Ather Energy as a 20% weighted constituent of its EV Value Chain basket idea.
Read this note →The report includes Uno Minda as a 20% weighted constituent of its EV Value Chain basket idea.
Read this note →The report includes TVS Motors as a 20% weighted constituent of its EV Value Chain basket idea.
Read this note →The report includes Bajaj Auto as a 20% weighted constituent of its EV Value Chain basket idea.
Read this note →The report cites peptide API demand growth from oral Wegovy and favorable US tariff treatment as supporting a BUY call on Divi's Labs with 14% upside and a stop loss at ₹8,870.
Read this note →The report highlights Emcure's domestic formulations growth of 19.3% YoY outperforming the IPM and assigns a BUY rating with 33% upside to target.
Read this note →The report states Indian Hotels posted 22% YoY revenue growth in 2QFY27, raised FY27 revenue guidance to 15-17%, and assigns a BUY rating with 16% upside to target.
Read this note →The report states Persistent Systems launched a QIP to raise up to US$450 million at a floor price of ₹5,550 per share.
Read this note →The report notes SRF's 2QFY27 revenue of ₹49.0 billion rose ~35% YoY but EBITDA missed estimates due to a 150bp YoY margin contraction to 20.6%.
Read this note →The report states KEI's 2QFY27 revenue of ₹37.8 billion grew 39% YoY and beat estimates by 9%, led by the C&W segment.
Read this note →The report notes Zydus received final USFDA approval for a generic estradiol/levonorgestrel hormone patch addressing a ~US$45.7 million US market.
Read this note →The report states BEL secured additional orders worth ₹1,011 crore since October 13 across radar, communication and defence equipment segments.
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