Listed among the report's top mid/small-cap fundamental picks at CMP Rs 4,577 with 27% potential upside.
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1793 notes · 01 Oct 2026, 00:00 to 01 Nov 2026, 00:00 IST
Listed among the report's top large-cap fundamental picks at CMP Rs 432 with 10% potential upside.
Read this note →Listed among the report's top large-cap fundamental picks at CMP Rs 452 with 27% potential upside.
Read this note →Listed among the report's top large-cap fundamental picks at CMP Rs 685 with 24% potential upside.
Read this note →Listed among the report's top large-cap fundamental picks at CMP Rs 4,816 with 21% potential upside.
Read this note →Listed among the report's top large-cap fundamental picks at CMP Rs 1,783 with 15% potential upside.
Read this note →Listed among the report's top large-cap fundamental picks at CMP Rs 1,989 with 27% potential upside.
Read this note →Listed among the report's top large-cap fundamental picks at CMP Rs 1,759 with 16% potential upside.
Read this note →The note says Dabur's Q2FY27 update showed double-digit consolidated revenue growth for a second consecutive quarter with EBITDA margins impacted by input cost inflation, and that management targets double-digit consolidated revenue growth in FY27, largely price-led.
Read this note →The note says Titan's Q2FY27 consumer business revenue grew 25% YoY with domestic jewellery growth below its estimate due to the festive shift to Q3, while watches (30%) and eyecare (28%) beat estimates; impact is marked neutral.
Read this note →The note says KIMS announced four investments across Andhra Pradesh, Telangana and Maharashtra, describing them as strategically positive but with differing financial implications depending on control assessment, ramp-up and returns on capital.
Read this note →The note says Interarch secured a ~Rs 61 crore pre-engineered building order for a Gujarat copper refinery, far above its average order size of ~Rs 12 crore, with a 20% advance supporting working capital and 12-month execution providing revenue visibility.
Read this note →The note says the Ministry of Defence's Rs 661.5 crore BrahMos fire control systems and launchers contract is positive for the domestic supply chain, with Data Patterns and L&T as key listed beneficiaries.
Read this note →The note says Max Estates reported Q2FY27 presales of ~Rs 2,100 crore (up ~12.5x YoY) and H1FY27 presales of Rs 3,200 crore, describing it as an exceptional sales performance with further launches planned in Q3 and Q4FY27.
Read this note →The note says Mphasis extended its partnership with Social Security Scotland in a deal worth ~GBP 35.4mn (~2.84% of FY26 revenues), which it says provides strong revenue visibility and deepens its UK public-sector presence.
Read this note →The note says L&T Realty plans H2FY27 launches with Rs 25,000 crore development potential across Mumbai, Gurugram and Bengaluru, which it says provides strong medium-term presales and revenue visibility and diversification beyond Mumbai; L&T also appears as an open 'Gladiator' Buy call from 29-May-26 with a target of 4520 and stoploss 3798.
Read this note →The note says Gabriel India and Faurecia Automotive Seating India will form a 50:50 JV for passenger vehicle seats with a ~Rs 50 crore equity commitment from Gabriel, and that this moves Gabriel from a ride-control company towards a broader mobility systems player with larger content-per-vehicle opportunity.
Read this note →The note reports Paramount Skydance completed its $110-billion takeover of Warner Bros Discovery.
Read this note →The digest states Citigroup ranked first in global IPO underwriting through September.
Read this note →The note reports the Chinese AI firm plans an early-2027 Hong Kong IPO targeting up to $5 billion after a final private round at a $50 billion valuation.
Read this note →The digest says Garuda Aerospace secured $10 million in pre-IPO funding at a $320 million valuation ahead of a planned listing.
Read this note →The note reports that Jefferies raised its weighting on Reliance Industries in its model portfolio.
Read this note →The digest reports that Jefferies added Kotak Mahindra Bank to its model portfolio; it also notes Kotak Mahindra Capital ranked first in the ECM league table with 45 deals worth Rs 379 billion.
Read this note →The report states L&T Realty unveiled plans to execute real estate projects worth Rs 25,000 crore through launches across three metropolitan markets in H2 FY27.
Read this note →The note says NTPC plans to procure about 10 million tonnes of commercial coal in H2 FY27 as coal stocks fall to 5.2 MT, covering only 5-6 days.
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