The report notes Titan's strong brand, retail expansion and organised jewellery market-share gains, flags elevated gold prices and weaker discretionary demand as risks, and sets a target of ₹5,250 while noting its premium valuation versus historical average.
Read this note →Research notes
What India's research desks published, reported with attribution and linked to the original notes. Orivam issues no recommendations of its own.
2510 notes · all time
The report includes Sona BLW among its Diwali picks with a target price of ₹1,000 and 10% potential upside.
Read this note →The report includes Radico Khaitan among its Diwali picks with a target price of ₹5,000 and 22% potential upside.
Read this note →The report includes Navin Fluorine among its Diwali picks with a target price of ₹10,080 and 20% potential upside.
Read this note →The report includes LG Electronics India among its Diwali picks with a target price of ₹1,950 and 16% potential upside.
Read this note →The report highlights record order inflows and order book, 33% YoY PAT growth, and attractive valuation versus historical median PE, with a target of ₹4,500.
Read this note →The report notes a record quarter with 37.2% YoY PAT growth, raised NIM guidance, and best-in-class asset quality, valuing the stock at 2.0x FY28E ABV for a target of ₹418.
Read this note →The report cites a Q2FY27 earnings beat with 20.1% YoY PAT growth and strong asset quality, setting a target of ₹1,620 based on 2.5x FY28E P/ABV.
Read this note →The report notes strong growth in Blinkit, District and food delivery metrics, projecting high revenue/EBITDA/PAT CAGRs through FY28E while flagging high valuations as a risk, with a target of ₹400.
Read this note →The report highlights network expansion, genomics investments, and projected FY26-28E CAGRs, setting a target of ₹2,240 with a bullish technical trendline breakout view.
Read this note →The report cites Aeroflex's 87% YoY revenue surge in Q2FY27, upgraded FY27 guidance of ~60% revenue growth and a ₹202 crore capex plan, and sets a bullish technical target of ₹680 with ₹389 as key support.
Read this note →The report notes SECL filed draft IPO papers with SEBI, with parent Coal India proposing to offload 66.8 crore shares via offer for sale.
Read this note →The report notes Razorpay received a final payment service provider licence from IFSCA to operate from GIFT City.
Read this note →The report notes Ambuja Cements plans to invest Rs 14,500 crore to add 30 MTPA of cement capacity by FY30.
Read this note →The report notes L&T secured high-rise construction contracts worth Rs 1,000-2,500 crore across Mumbai, Bengaluru and Hyderabad.
Read this note →The report lists Axis Bank among the top losers, down 0.66-2.03%.
Read this note →The report lists Kotak Bank among the top losers, down 0.66-2.03%.
Read this note →The report lists Dr Reddy's Laboratories among the top losers, down 0.66-2.03%.
Read this note →The report lists ICICI Bank among the top losers, down 0.66-2.03%.
Read this note →The report lists Infosys among the top losers, down 0.66-2.03%.
Read this note →The report lists Shriram Finance among the top gainers, up 4.88-11.60%.
Read this note →The report lists Coal India among the top gainers, up 4.88-11.60%, and notes its subsidiary SECL filed draft IPO papers with SEBI proposing an offer for sale of 66.8 crore shares.
Read this note →The report lists JSW Steel among the top gainers, up 4.88-11.60%.
Read this note →The report lists Tata Steel among the top gainers, up 4.88-11.60%.
Read this note →The report lists Reliance among the top gainers, up 4.88-11.60%.
Read this note →