Research notes

The note lists PNB among stocks showing a positive derivative setup.

The note lists MCX among stocks showing a positive derivative setup.

The note lists PNB Housing among stocks showing a positive derivative setup.

The note lists Paytm among stocks showing a positive derivative setup.

The note says MRPL rose 5% as refinery stocks outperformed.

The note says refinery stocks outperformed, with Chennai Petroleum surging 14%.

The note says the company secured an order worth about Rs 66 crore from the New Delhi Municipal Council for sewer rehabilitation.

The note says Bharti hiked postpaid tariffs by Rs 50 across the board effective the same day, with postpaid accounting for nearly 8-12%.

The note says HUL raised detergent prices across Wheel, Surf Excel and Rin in October by 2.2% to 7.1% per dealer checks.

The note says Kalyan reported 26% y/y consolidated revenue growth in July-September, with India up 27% and international up 18%, and lists a positive derivative setup in Kalyan.

The note says an L&T unit secured a limited notice to proceed from DVC CIL Power for the main plant package of the 1,600 MW Chandrapura thermal power plant in Jharkhand.

The report expects 15% YoY revenue growth led by patient and test volumes with EBITDA margin improvement, naming it a strong performer.

The report expects 17% YoY revenue growth with volume-led gains and margin expansion, naming it a strong performer.

The report expects 20% YoY revenue growth but a decline in private label sales to impact margins, listing it as a muted performer.

The report flags numbers as not comparable due to the Quality Care Hospital merger, with strong reported growth but a cautious first integration quarter.

The report expects 17% YoY revenue growth but margin pressure from integration of low-margin acquired hospitals, listing it as a muted performer.

The report expects 19% YoY revenue growth from better occupancy and new bed additions, naming it a strong performer with margin improvement.

The report expects 26% YoY revenue growth and 55% YoY EBITDA growth driven by Small Molecule CDMO, naming it a strong performer despite its REDUCE rating.

The report expects 23% YoY revenue growth led by the CRDMO business, naming it a strong performer.

The report expects 14% YoY revenue growth led by CDMO and CHG businesses, with EBITDA margin expansion though PAT remains negative.

The report expects 11% YoY revenue growth with soft CMC business but strong CRO growth, with margin expansion expected.

The report expects 17% YoY revenue growth led by Custom Synthesis business, naming it a strong performer.

The report expects 27% YoY revenue growth but a sharp margin correction due to absence of gRevlimid and gMyrbetriq royalty fees, listing it as a muted performer.

The report notes 51% YoY revenue growth (not comparable due to JB Chemicals integration), with margin improvement from cost synergies but flattish PAT growth.

The report expects 11% YoY revenue growth driven by specialty scale-up and India growth, with EBITDA margin improving on cost controls.