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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.

Times are IST

2516 notes · all time

03 Nov 2026, 09:28 IST Infosys Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report lists Infosys among the top losers, down 0.66-2.03%.

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03 Nov 2026, 09:28 IST Coal India Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

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.

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03 Nov 2026, 09:28 IST JSW Steel Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report lists JSW Steel among the top gainers, up 4.88-11.60%.

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03 Nov 2026, 09:28 IST Tata Steel Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report lists Tata Steel among the top gainers, up 4.88-11.60%.

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03 Nov 2026, 08:58 IST GAIL (India) Limited Way2Wealth BUY AT 174 target 190

The report gives a trading idea to buy GAIL at 174 with a stoploss of 168 and target of 190 over a 2-3 week timeframe.

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03 Nov 2026, 08:41 IST Marvell Technology India IPO

The report notes Marvell Technology agreed to acquire Lumentum for $11.5 billion in an all-stock deal.

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03 Nov 2026, 08:41 IST Anthropic India IPO

The report states Anthropic's third-quarter net loss narrowed to $23.29 billion as revenue rose to $16.96 billion ahead of its anticipated IPO.

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03 Nov 2026, 08:41 IST InterGlobe Aviation Limited India IPO

The report notes IndiGo urged authorities to reduce airport charges and taxes amid rising fuel costs, while pursuing long-haul expansion with 60 Airbus A350 aircraft.

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03 Nov 2026, 08:41 IST Razorpay India IPO

The report notes Razorpay received a final Payment Service Provider licence from IFSCA to operate from GIFT City.

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03 Nov 2026, 08:41 IST Coal India Limited India IPO

The report notes Coal India filed a DRHP for South Eastern Coalfields' proposed IPO involving a 10% offer for sale of 66.81 crore shares, with proceeds going to Coal India.

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03 Nov 2026, 06:38 IST IRM Energy Limited HDFC Securities BUY target INR 352

The report states Q2FY27 EBITDA grew 77.2% YoY and maintains BUY with a revised TP of INR352 based on volume and margin growth expectations.

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03 Nov 2026, 06:38 IST Greenpanel Industries Limited HDFC Securities BUY target INR 170

The report notes weak Q2 performance and lackluster outlook, lowering APAT estimates and valuation multiple, while maintaining BUY with a lower TP of INR170.

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03 Nov 2026, 06:38 IST Sagar Cements Limited HDFC Securities ADD target INR 190

The report notes strong volume growth of 22% YoY but subdued pricing and elevated costs dragged unit EBITDA, maintaining ADD with an unchanged TP of INR190.

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03 Nov 2026, 06:38 IST Quess Corp Limited HDFC Securities ADD target INR 390

The report states Quess delivered strong Q2FY27 revenue growth led by General Staffing, raised earnings estimates by 6-10%, and maintains ADD with a revised TP of INR390.

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03 Nov 2026, 06:38 IST Birla Corporation Limited HDFC Securities ADD target INR 1,080

The report notes Q2FY27 unit EBITDA declined due to subdued cement prices and rising costs, and maintains ADD with a lower TP of INR1,080.

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03 Nov 2026, 06:38 IST Neogen Chemicals Limited HDFC Securities BUY target INR 2,580

The report retains BUY with TP of INR2,580 premised on Organolithium and electrolyte business growth, despite Q2 EBITDA/APAT coming below estimates.

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