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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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2554 notes · all time

05 Oct 2026, 11:00 IST HDFC Bank Limited Jainam Broking Limited

The note says HDFC Bank has appointed ICICI Group veteran Anup Bagchi as its next MD & CEO following RBI approval.

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05 Oct 2026, 08:57 IST Sobha Limited HSIE Research (HDFC Securities Institutional Equities) BUY target INR 1,930

The report says Sobha posted Q2FY27 presales of INR 22.1bn (+16% YoY), H1FY27 presales at an all-time high of INR 58.6bn (+47% YoY, 59% of FY27 guidance), a strong launch pipeline (H1 launches of 7.9msf/INR 112bn, ~75% of FY27 guidance), and that margins are expected to improve meaningfully from H2FY27 as the INR186bn unrecognized revenue book with 30%+ project-level EBITDA margins moves into recognition, leading HSIE Research to maintain a BUY rating with a target price of INR 1,930/share.

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05 Oct 2026, 08:41 IST ABB India Limited Motilal Oswal Financial Services Ltd. (MOFSL)

Options-on-radar idea to buy the 7000 CE on short covering, with target 210 and SL 161.

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05 Oct 2026, 08:41 IST Maruti Suzuki India Limited Motilal Oswal Financial Services Ltd. (MOFSL) FUT SELL 27TH OCT

Technical radar note says the stock has given a range breakdown with a lower-top-lower-bottom formation and resistance at 11,757.

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05 Oct 2026, 08:41 IST DR LAL PATHLABS Motilal Oswal Financial Services Ltd. (MOFSL) BUY target ₹2,155

Technical conviction delivery idea citing a box breakout and positive RSI, with SL ₹1,930 over one week.

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05 Oct 2026, 08:41 IST ETERNAL LIMITED Motilal Oswal Financial Services Ltd. (MOFSL) Buy target Rs 430

Listed among focus investment ideas with 37% stated upside on a one-year horizon.

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05 Oct 2026, 08:41 IST Arvind Limited Motilal Oswal Financial Services Ltd. (MOFSL)

Included at 20% weight in the report's Textile & Apparel basket.

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05 Oct 2026, 08:41 IST Welspun Living Limited Motilal Oswal Financial Services Ltd. (MOFSL)

Included at 20% weight in the report's Textile & Apparel basket with a 12-month horizon and stated 15-20% upside.

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05 Oct 2026, 08:41 IST Divi's Laboratories Limited Motilal Oswal Financial Services Ltd. (MOFSL) BUY target ₹10,800

A 'Velocity Idea' says Divi's is positioned for peptide/CDMO opportunities and tariff clarity, projecting 21% earnings CAGR over FY26-28, with SL ₹8,870.

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05 Oct 2026, 08:41 IST FSN E-Commerce Ventures Limited Motilal Oswal Financial Services Ltd. (MOFSL) View: Positive

The note says Nykaa's Q2 FY2027 consolidated GMV growth is expected close to thirties with net revenue growth in late twenties, citing its moat in beauty and personal care, at CMP INR325.

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