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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

19 Oct 2026, 18:09 IST Oberoi Realty Limited Sharekhan (Mirae Asset Sharekhan) SELL target 1600 / 1571

The note gives a technical SELL call on Oberoi Realty at CMP 1676 with stoploss 1725 and targets of 1600 and 1571.

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19 Oct 2026, 12:15 IST Karur Vysya Bank Limited Way2Wealth Brokers Pvt. Ltd. HOLD target ₹401

The report says KVB posted a record Q2FY27 PAT of ₹788crs (+37.2% YoY) with 20% loan growth, stable NIM of 4.26%, best-in-class asset quality (GNPA 0.69%, NNPA 0.18%, PCR 96.1%), and maintains a HOLD rating with target price raised to ₹401 from ₹389, valuing the stock at 2.0x FY28E P/ABV.

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19 Oct 2026, 09:47 IST State Bank of India Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report notes State Bank of India increased its home loan rates by 25 basis points through higher EBLR and RLLR benchmarks.

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19 Oct 2026, 09:47 IST Tata Motors Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report notes Tata Motors' proposed acquisition of Iveco Group received shareholder approval, with investors approving all related resolutions.

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19 Oct 2026, 09:47 IST Urban Company Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report notes Urban Company's board approved a proposal to raise Rs 2,500 crore through a Qualified Institutional Placement (QIP).

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19 Oct 2026, 09:47 IST JINDAL STEEL LIMITED Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report notes Jindal Steel commissioned a 12.5-million-tonne cargo terminal at Paradip, Odisha, as part of a broader Rs 3,400 crore investment project.

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19 Oct 2026, 09:47 IST Krisumi Corporation Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report notes Krisumi Corporation has begun construction of Phases 5 and 6 of its Krisumi City township in Gurugram, investing over Rs 1,300 crore in a 542-unit luxury residential project.

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19 Oct 2026, 09:47 IST BSE Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report lists BSE among the top losers on Friday, down between 1.26-1.91%.

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19 Oct 2026, 09:47 IST HCL Technologies Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report lists HCL Technologies among the top gainers on Friday amid an IT sector rally following strong Q2FY27 earnings.

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19 Oct 2026, 09:47 IST Bharti Airtel Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report lists Bharti Airtel among the top gainers on Friday, up between 2.37-8.48%.

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19 Oct 2026, 09:47 IST Infosys Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report lists Infosys among the top gainers on Friday amid an IT sector rally following strong Q2FY27 earnings.

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19 Oct 2026, 09:47 IST Tata Consultancy Services Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report lists Tata Consultancy Services among the top gainers on Friday amid an IT sector rally following strong Q2FY27 earnings.

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19 Oct 2026, 09:47 IST Tech Mahindra Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report lists Tech Mahindra among the top gainers on Friday, up between 2.37-8.48%, led by a rally in IT stocks after strong Q2FY27 earnings.

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19 Oct 2026, 09:26 IST GPT Infraprojects Limited Kotak Securities Limited

The note reports that GPT Infraprojects received orders worth Rs 149.5 crore and Rs 134.11 crore from Western Railway for signalling works.

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19 Oct 2026, 09:26 IST LCC Projects Limited Kotak Securities Limited

The note reports that LCC Projects received an Acceptance of Tender from the Gujarat government for an EPC water supply contract worth an estimated Rs 151.57 crore.

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19 Oct 2026, 09:26 IST Bharat Forge Limited Kotak Securities Limited

The note reports that Bharat Forge invested Rs 240 crore in subsidiary Kalyani Strategic Systems via a rights issue, funded through QIP proceeds and internal accruals.

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19 Oct 2026, 09:26 IST Power Grid Corporation of India Limited Kotak Securities Limited

The note reports that Power Grid was declared successful bidder for the 765 kV GIS Pune West transmission project on a BOOT basis with annual transmission charges of Rs 199.55 crore.

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19 Oct 2026, 09:26 IST Zen Technologies Limited Kotak Securities Limited

The note reports that Zen Technologies' board approved a ₹135.15 crore investment to acquire a 51.98% stake in Cogknit Semantics Private Limited.

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19 Oct 2026, 09:26 IST Vedanta Limited Kotak Securities Limited

The note reports that Vedanta announced plans to double annual zinc production capacity at its South African operations to 5 lakh tonnes via a nearly $600 million investment in Phase II of the Gamsberg project under Vedanta Zinc International.

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