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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

29 Oct 2026, 19:38 IST Bank Nifty Way2Wealth

The report says Bank Nifty gained 1.18% led by private banks and could recover towards 55,977, with 54,000 as key support.

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29 Oct 2026, 19:38 IST NIFTY 50 Way2Wealth

The report says Nifty gained 1.05% and may extend its recovery towards the 50-SMA, maintaining a bullish trading view with a stop-loss at 22,800.

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29 Oct 2026, 15:15 IST IDFC First Bank Limited Way2Wealth Brokers Pvt. Ltd. BOOK PROFITS

The report recommends investors book profits in IDFC First Bank, citing conditional margin recovery, diluted deposit quality, and thin returns despite a strong headline Q2FY27 PAT of ₹10.45bn and improved asset quality.

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29 Oct 2026, 11:17 IST Mankind Pharma Limited HDFC Securities ADD target INR 2,610

The report maintains an ADD rating with a target price of INR 2,610 (34x Q2FY29E, implying EV/E at 21x), citing focus on chronic-led growth, BSV scale-up, consumer wellness turnaround, and the long-term CAR-T bet via ACTx acquisition.

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29 Oct 2026, 11:00 IST United Spirits Limited Jainam Broking Limited

The report states United Spirits reported a net profit of ₹462 crore and revenue of ₹7,001 crore for the September quarter.

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29 Oct 2026, 11:00 IST JSW Energy Limited Jainam Broking Limited

The report states JSW Energy's consolidated net profit rose over 38% YoY to ₹1,141 crore in the September quarter on higher revenues.

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29 Oct 2026, 11:00 IST Anant Raj Limited Jainam Broking Limited

The report states Anant Raj received RERA certification from Haryana RERA, Gurugram for a planned luxury residential project.

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29 Oct 2026, 11:00 IST Meesho Limited Jainam Broking Limited

The report states Meesho's net loss narrowed to ₹132.4 crore in Q2 FY27 from ₹411.4 crore a year earlier.

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29 Oct 2026, 11:00 IST Ola Electric Jainam Broking Limited

The report states Ola Electric's ₹1000 crore rights issue was fully subscribed as of market close.

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29 Oct 2026, 11:00 IST Hero MotoCorp Limited Jainam Broking Limited

The report states Hero MotoCorp's consolidated profit after tax rose 42% YoY to ₹1,861 crore versus ₹1,308 crore a year earlier.

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29 Oct 2026, 11:00 IST TVS Motor Company Limited Jainam Broking Limited

The report states the TVS Motor board approved demerger of its consumer finance and related business into a separate entity, Harita ARC.

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29 Oct 2026, 11:00 IST PNB Housing Finance Limited Jainam Broking Limited

The report states PNB Housing Finance's net profit rose 6% to ₹617 crore and NII rose 15% to ₹878 crore for Q2 ended September 2026.

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29 Oct 2026, 10:20 IST Multi Commodity Exchange of India Limited HDFC Securities Ltd BUY target 58

The report recommends buying the MCX 3500 Call with a target of 58 and stop-loss of 29 over a horizon of up to 10 days, citing a breakout from range-bound consolidation, rising volumes, positive candlestick formation and positive momentum oscillator readings.

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29 Oct 2026, 09:13 IST Anant Raj Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report notes Anant Raj received RERA approval for a Gurugram project and announced plans to develop 357 MW of data centre capacity.

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29 Oct 2026, 09:13 IST Tata Projects Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report notes Tata Projects secured an order from Gujarat State Fertilizers & Chemicals to build an acid complex in Gujarat.

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29 Oct 2026, 09:13 IST JSW Greentech Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report notes JSW Greentech secured an order from JSW Cement to supply 100 AmpStar trucks.

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29 Oct 2026, 09:13 IST Subros Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report notes Subros secured a Rs 1,225 crore HVAC supply contract from Maruti Suzuki India for two vehicle models over about seven years.

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29 Oct 2026, 09:13 IST GAIL India Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report notes GAIL India will invest Rs 600 crore in a heating unit at its Ratnagiri LNG terminal, expected to be completed by June 2027.

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29 Oct 2026, 09:13 IST Trent Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report lists Trent among the top gainers on 28 October.

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