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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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2548 notes · all time

06 Oct 2026, 08:47 IST Molbio Diagnostics Limited Motilal Oswal Financial Services Ltd. (MOFSL) BUY target INR 1,800

The report initiates coverage on Molbio Diagnostics with a BUY rating, CMP INR 1,503 and TP INR 1,800, citing its Truenat platform, 12,500+ devices in 90+ countries, and an estimated 23% revenue CAGR and 50% PAT CAGR over FY26-29.

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06 Oct 2026, 08:47 IST Shiva Cement Limited Motilal Oswal Financial Services Ltd. (MOFSL)

The report states Shiva Cement, JSW Cement's listed subsidiary, will merge into JSW Cement, with Shiva shareholders getting 5 JSW Cement shares for every 41 Shiva shares.

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06 Oct 2026, 08:47 IST Steel Companies Motilal Oswal Financial Services Ltd. (MOFSL)

The report notes hikes in long product, flat steel and alloy steel round bar prices effective 1 Oct'26, with a Positive view.

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06 Oct 2026, 08:47 IST IndusInd Bank Limited Motilal Oswal Financial Services Ltd. (MOFSL)

The report states IndusInd Bank's 2QFY27 net advances grew 11.2% YoY beating estimates while deposits rose 10.1% YoY missing estimates, with CASA ratio falling to 28.0% and FCNR(B) mobilization of USD3.51b supporting growth, with a Positive view.

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06 Oct 2026, 08:47 IST Axis Bank Limited Motilal Oswal Financial Services Ltd. (MOFSL)

The report states Axis Bank's 2QFY27 gross advances grew 22.7% YoY beating estimates while deposits grew 20.7% YoY missing estimates, with CASA mix falling to 36.5% and CD ratio rising to 95.4%, with a Positive view.

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06 Oct 2026, 08:47 IST Kotak Mahindra Bank Limited Motilal Oswal Financial Services Ltd. (MOFSL)

The report notes Kotak's 2QFY27 net advances grew 24.7% YoY and deposits 23.2% YoY, both above estimates, with CASA ratio falling to 38.2% and CD ratio easing to 88.6%, and states the view as Positive.

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06 Oct 2026, 08:41 IST Avenue Supermarts Limited GEPL Capital Pvt. Ltd. BEARISH (Intraday)

The technical snapshot lists the stock as a bearish intraday view at a CMP of 3,558.8 with support at 3,488 and resistance at 3,594.

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06 Oct 2026, 08:41 IST Kalyan Jewellers India Limited GEPL Capital Pvt. Ltd. BULLISH (Intraday)

The technical snapshot lists the stock as a bullish intraday view at a CMP of 557 with support at 551 and resistance at 568.

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06 Oct 2026, 08:41 IST Schaeffler India Limited GEPL Capital Pvt. Ltd.

The note says the company expects exports to remain at 15%-20% of revenue while domestic business continues growing 14%-15%.

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06 Oct 2026, 08:41 IST BGR Energy Systems Limited GEPL Capital Pvt. Ltd.

The note says the company signed a master restructuring agreement with National Asset Reconstruction Co, with outstanding debt at Rs 3,736 crore.

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06 Oct 2026, 08:41 IST Acme Solar Holdings Limited GEPL Capital Pvt. Ltd.

The note says arm ACME Renewtech commissioned an additional 66.68 MW of solar capacity at Bikaner, taking commissioned capacity to 133.36 MW of a 300 MW hybrid project.

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06 Oct 2026, 08:41 IST JSW Energy Limited GEPL Capital Pvt. Ltd.

The note says the company has added 1,694 MW of capacity since April, taking total installed capacity to 15.1 GW.

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06 Oct 2026, 08:41 IST Juniper Hotels Limited GEPL Capital Pvt. Ltd.

The note says the company signed a binding MoU with Imagicaaworld Entertainment to acquire a Khopoli hotel for Rs 248 crore.

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06 Oct 2026, 08:41 IST Narayana Hrudayalaya Ltd. GEPL Capital Pvt. Ltd.

The note says the company entered an operations and management agreement with Mission of Mercy Hospital & Research Centre and that its Girinagar Hospital, Bengaluru commenced commercial operations.

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06 Oct 2026, 08:41 IST Kotak Mahindra Bank Limited GEPL Capital Pvt. Ltd.

The note says Q2 total average deposits rose 18.8% YoY to Rs 6.06 lakh crore, net average advances rose 22.1% YoY to Rs 5.47 lakh crore and average CASA rose 14.2% YoY to Rs 2.26 lakh crore.

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06 Oct 2026, 08:41 IST Schaeffler India Limited GEPL Capital Pvt. Ltd.

The note states the company expects exports to remain at 15%-20% of revenue while the domestic business continues growing 14%-15%.

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06 Oct 2026, 08:41 IST BGR Energy Systems Limited GEPL Capital Pvt. Ltd.

The note states the company signed a master restructuring agreement with National Asset Reconstruction Co with outstanding debt at Rs 3,736 crore.

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06 Oct 2026, 08:41 IST Acme Solar Holdings Limited GEPL Capital Pvt. Ltd.

The note states ACME Renewtech commissioned an additional 66.68 MW solar capacity at Bikaner, reaching 133.36 MW of a 300 MW hybrid project.

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