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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.

2548 notes · all time

08 Oct 2026, 16:58 IST JK Cement Limited HDFC Securities (HSIE Research) BUY target INR 6,130

The report estimates ~12% YoY volume growth for JK Cement and says the house remains structurally positive on the stock.

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08 Oct 2026, 16:58 IST The Ramco Cements Limited HDFC Securities (HSIE Research) SELL target INR 830

The note expects ~10% YoY volume growth but subpar margin of INR 526/MT and an adjusted loss in Q2FY27E, retaining a SELL rating.

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08 Oct 2026, 16:58 IST Dalmia Bharat Limited HDFC Securities (HSIE Research) BUY target INR 2,110

The note retains BUY on Dalmia Bharat with an unchanged TP and estimates Q2FY27E EBITDA/MT of INR 754.

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08 Oct 2026, 16:58 IST ACC Limited HDFC Securities (HSIE Research) BUY target INR 1,800

The report says ACC has been upgraded to BUY from ADD with TP cut to INR 1,800 from INR 2,010, as its valuation is now linked to Ambuja on the finalised share swap ratio.

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08 Oct 2026, 16:58 IST Ambuja Cements Limited HDFC Securities (HSIE Research) BUY target INR 550

The note expects flattish consolidated volumes for Ambuja in Q2FY27E but says the sharp stock correction offers large upside.

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08 Oct 2026, 16:58 IST SHREE CEMENT LIMITED HDFC Securities (HSIE Research) ADD target INR 27,000

The report estimates ~13% YoY volume growth for Shree Cement with EBITDA/MT of INR 776 and retains an ADD rating.

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08 Oct 2026, 16:58 IST UltraTech Cement Limited HDFC Securities (HSIE Research) BUY target INR 14,500

The note says UltraTech should deliver ~10% YoY volume growth and industry-leading EBITDA of INR 977/MT, and that the house remains structurally positive on the stock.

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08 Oct 2026, 16:40 IST InterGlobe Aviation Limited Sharekhan Limited (Mirae Asset Sharekhan) Buy target Target 1: 5,241; Target 2: 5,323

The Smart Charts table records a buy call from October 6 at 5,041 that was stopped out at -3.89%.

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08 Oct 2026, 16:40 IST Bank of Baroda Sharekhan Limited (Mirae Asset Sharekhan) BUY target Target 1: 239; Target 2: 244

The note records a buy call from October 1 exited at +1.13%.

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08 Oct 2026, 16:40 IST DLF Limited Sharekhan Limited (Mirae Asset Sharekhan) SELL target Target 1: 652; Target 2: 640

The note records a sell call from October 6 where the first target was achieved and profit booked at 2.61%.

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08 Oct 2026, 16:40 IST Dabur India Limited Sharekhan Limited (Mirae Asset Sharekhan) BUY target Target 1: 395; Target 2: 405

The note records a buy call from October 6 exited at 0.03%.

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08 Oct 2026, 16:40 IST Paradeep Phosphates Limited Sharekhan Limited (Mirae Asset Sharekhan) BUY target Target 1: 159; Target 2: 161

The note records a buy call from October 6 that was stopped out at -3.45%.

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08 Oct 2026, 16:40 IST Bharat Electronics Limited Sharekhan Limited (Mirae Asset Sharekhan) SELL target Target 1: 372; Target 2: 368

The note records a sell call from October 7 with profit booked at 1.86%.

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08 Oct 2026, 16:40 IST Dr. Reddy's Laboratories Limited Sharekhan Limited (Mirae Asset Sharekhan) SELL target Target 1: 1,180; Target 2: 1,167

The note records a sell call from October 7 where the first target was achieved and profit booked at 2.47%.

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08 Oct 2026, 16:40 IST CSDL OCT FUT Sharekhan Limited (Mirae Asset Sharekhan) SELL target Target 1: 1,232; Target 2: 1,220

The momentum swing table shows a SELL initiated on October 8 at 1,258.60 with a stop loss of 1,285.

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08 Oct 2026, 16:40 IST ICICI Life Insurance Limited Sharekhan Limited (Mirae Asset Sharekhan) SELL target Target 1: 440; Target 2: 436

The momentum swing table shows a SELL initiated on October 8 at 449.05 with a stop loss of 458.

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08 Oct 2026, 16:40 IST Colgate Palmolive (India) Limited Sharekhan Limited (Mirae Asset Sharekhan) BUY target Target 1: 1,815; Target 2: 1,840

The momentum swing table shows a BUY initiated on October 8 at 1,767.70 with a stop loss of 1,737, currently showing -1.14%.

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08 Oct 2026, 16:40 IST Aurobindo Pharma Limited Sharekhan Limited (Mirae Asset Sharekhan) SELL target Target 1: 1,575; Target 2: 1,560

The note lists Aurobindo Pharma as a 1-5 day technical SELL at a CMP of Rs 1,645 with a stoploss of 1,700.

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08 Oct 2026, 16:40 IST Dixon Technologies (India) Limited Sharekhan Limited (Mirae Asset Sharekhan) SELL target Target 1: 12,150; Target 2: 12,000

The note lists Dixon as a 1-5 day technical SELL at a CMP of Rs 12,650 with a stoploss of 13,070.

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