Research notes

The note reports that MOIL has incorporated a joint venture, MOIL MPSMCL Mining, for mining manganese ore.

The report lists ENRIN under short build-up in futures positions.

The report lists LTF under short build-up in futures positions.

The report lists UJJIVANSFB under short build-up in futures positions.

The report lists WAAREEENER under long build-up in futures positions.

The report lists TATAELXSI under long build-up in futures positions.

The report lists WIPRO under long build-up in futures positions.

The report says Ujjivan Small Finance Bank delivered its highest-ever quarterly PAT in Q2FY27, aided by healthy loan growth, stable margins and falling credit costs.

The report says Crompton Consumer's revenue grew 18% YoY with double-digit growth across segments, driven by price hikes, and management reiterated medium-term guidance.

The report says Metro Brands posted 12.2% YoY topline growth with gross margin expansion, while store expansion remained measured in the quarter.

The report says DLF posted strong presales and collections in Q2FY27, with a building launch pipeline and FY28 expected to be a key inflection point for earnings, despite near-term execution risks from labor and construction disruptions.

The report says Axis Bank's Q2FY27 earnings missed HSIE estimates due to softer other income and higher opex, though loan and deposit growth were strong and asset quality improved.

The report says ICICI Bank delivered strong loan growth, fee income traction and improved credit costs, with best-in-class asset quality and operating efficiency, and remains HSIE's top pick among banks.

The report says Angel One delivered flat broking revenues but a non-linear rebound in margins and 45% QoQ profit growth, maintaining BUY while noting valuation re-rating depends on a market volume rebound.

The report describes a mixed Q2FY27 for L&T Finance with positive NIM surprise offset by higher credit costs, and flags near-term headwinds and ambitious 'Lakshay 2031' targets.

The report says Federal Bank's Q2FY27 profitability beat estimates with strong credit growth and improving asset quality, while flagging that NII growth is likely to lag credit growth and building in 60bps credit costs for MSME stress.

The report says LTM's Q2FY27 results were below estimates on weak Tech & Services, but maintains BUY expecting a stronger H2FY27 and FY28 benefits from BFSI recovery and Randstad integration.

The CTFT section lists an existing buy call on Shriram Pistons with stop loss 4540 and targets 4680 and 4750.

The CTFT section shows an Aarti Industries buy call exited with a gain of 0.19%.

The Momentum Swing section shows the Bajaj Finance futures buy call booked for profit, up 1.46%.

The Momentum Swing section shows the IDFC First Bank futures buy call stopped out at a loss of 1.84%.

The Momentum Swing section shows the Asian Paints futures buy call exited at a loss of 0.93%.

The Momentum Swing section lists a buy call on M&M October futures with stop loss 2803 and targets 2945 and 2980.

The Momentum Swing section lists a buy call on PGEL October futures with stop loss 518 and targets 540 and 555.

The Momentum Swing section shows the CDSL futures buy call exited at a loss of 1.38%.