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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.

1793 notes · 01 Oct 2026, 00:00 to 01 Nov 2026, 00:00 IST

23 Oct 2026, 11:00 IST Tech Mahindra Limited Jainam Broking Limited

The note states Tech Mahindra has announced a collaboration with AI coding platform SpaceXSI to help modernise legacy applications and scale AI-assisted engineering.

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23 Oct 2026, 11:00 IST Hatsun Agro Product Limited Jainam Broking Limited

The note reports a 5.61% rise in net profit to ₹115.69 crore during the September quarter, with total income up 19.35% to ₹2,902.49 crore.

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23 Oct 2026, 11:00 IST Rallis India Limited Jainam Broking Limited

The note reports a 17.47% decline in net profit to ₹85 crore for the quarter ended September 30, 2026, with revenue flat at ₹858 crore.

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23 Oct 2026, 11:00 IST Orient Cement Limited Jainam Broking Limited

The note reports a 34.7% YoY decline in net profit to ₹32 crore for Q2FY27, with revenue down 12.13% YoY to ₹565 crore.

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23 Oct 2026, 09:04 IST Divi's Laboratories Limited HDFC Securities ADD target INR 9,780

The report downgrades Divi's Laboratories to ADD from Buy with a revised target price of INR 9,780 based on 40x Q2FY29E EV/EBITDA, citing that near-term CDMO triggers including GLP-1 opportunities are already priced in after the stock's 40%/44%/43% rise over the last year/six months/since initiation.

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23 Oct 2026, 09:02 IST eMudhra Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report states MeitY and CERT-In initiated action following a private key leak at eMudhra to safeguard digital certificate security.

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23 Oct 2026, 09:02 IST Bharat Coal Gasification and Chemicals Ltd. Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report states BCGCL commenced construction of its Rs 25,000 crore coal gasification project aimed at boosting domestic value-added chemical production.

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23 Oct 2026, 09:02 IST Tata Power Company Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report states Tata Power will invest Rs 54.3 crore to set up a global capability centre in Odisha focused on AI-driven and next-generation energy solutions.

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23 Oct 2026, 09:02 IST Bajaj Auto Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report lists Bajaj Auto among the top gainers on the day, up 0.82-1.74%.

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23 Oct 2026, 09:02 IST ICICI Bank Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report lists ICICI Bank among the top gainers on the day, up 0.82-1.74%.

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23 Oct 2026, 09:02 IST Cipla Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report lists Cipla among the top gainers on the day, up 0.82-1.74%.

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23 Oct 2026, 09:02 IST Bajaj Finance Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report lists Bajaj Finance among the top gainers on the day, up 0.82-1.74%.

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23 Oct 2026, 09:02 IST ETERNAL LIMITED Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report lists Eternal among the top losers on the day, down 2.03-2.78%.

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23 Oct 2026, 09:02 IST Nestle India Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report lists Nestlé India among the top losers on the day, down 2.03-2.78%.

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