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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

28 Oct 2026, 16:23 IST ETERNAL LIMITED Jainam Broking Limited

The report lists Eternal among top short-covering stocks with LTP 326.55 and OI change of 29.93%.

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28 Oct 2026, 15:46 IST AU Small Finance Bank Limited Way2Wealth Brokers Pvt. Ltd. Buy target Rs 1,175

The report says AU SFB delivered a strong Q2FY27 with PAT up 53% YoY to Rs8.58bn, deposit and loan growth well ahead of the sector, improving asset quality, and maintains a BUY rating with a revised target of Rs1,175, implying ~39% upside from CMP of Rs848, despite flagging a QoQ NIM dip, lower PCR and seasonal tractor slippages as near-term concerns.

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28 Oct 2026, 12:51 IST TATA CONSUMER PRODUCTS LIMITED Way2Wealth Brokers Pvt. Ltd. ADD

The report states TCPL posted 14% YoY revenue growth, 18% EBITDA growth with margin expansion of 40 bps, and 16% PAT growth in Q2FY27, with India branded UVG of 11% and growth businesses up 40%, and recommends ADD citing improving earnings visibility despite premium valuation of 43.2x FY28E EPS.

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28 Oct 2026, 12:36 IST Aether Industries Limited HDFC Securities ADD target INR 1,617

The report maintains an ADD rating on Aether Industries with a target price of INR 1,617, down from a prior target of INR 1,769, citing growth drivers including Magnum site ramp-up, new customer contracts, semiconductor platform build-out, and the Dow Chemicals silicone partnership.

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28 Oct 2026, 09:03 IST Mahindra Lifespace Developers Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report states Mahindra Lifespace Developers signed a joint development agreement for a 10.05-acre North Bengaluru land parcel with an estimated GDV of Rs 1,250 crore.

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

The report states Tata Motors and Amazon partnered to deploy 3,000 electric trucks for e-commerce logistics.

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28 Oct 2026, 09:03 IST SIGMA ADVANCED SYSTEMS LIMITED Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report states Sigma Advanced Systems secured a Rs 973 crore order from NATO, strengthening its defence order book.

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28 Oct 2026, 09:03 IST Larsen & Toubro Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report states L&T's Transportation Infrastructure business secured design-and-build orders worth Rs 5,000-10,000 crore for two packages of Bangladesh's Dhaka Metro Line 1.

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28 Oct 2026, 09:03 IST State Bank of India Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report lists State Bank of India among the top losers, down 1.50-1.94%.

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

The report lists Coal India among the top losers, down 1.50-1.94%.

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

The report lists Trent among the top gainers, up 2.42-6.78%.

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

The report lists BSE (the exchange) among the top gainers, up 2.42-6.78%.

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