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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

16 Oct 2026, 09:23 IST Bharti Airtel Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report lists Bharti Airtel among the top gainers, up 2.70-4.75% on the day.

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

The report lists ICICI Bank among the top gainers, up 2.70-4.75% on the day.

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16 Oct 2026, 09:23 IST Tech Mahindra Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report lists Tech Mahindra among the top gainers, up 2.70-4.75% on the day.

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16 Oct 2026, 06:37 IST Nestle India Limited HDFC Securities BUY target INR 1,555

The report maintains a BUY rating with a Sep-27 target price of INR1,555 based on 60x P/E, citing execution-led 20% domestic revenue growth, margin expansion and strong Q2FY27 earnings growth of 37%, while noting high base effects could moderate pace in H2FY27.

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16 Oct 2026, 06:31 IST Orient Electric Limited HDFC Securities BUY target INR 275

The report says Orient Electric posted strong revenue growth of 25% YoY with EBITDA margin expansion and raised FY27-29E estimates following a strong Q2 performance.

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16 Oct 2026, 06:31 IST Karur Vysya Bank Limited HDFC Securities ADD target INR385

The report says Karur Vysya Bank reported a steady quarter with strong loan growth and stable NIMs, despite a slight uptick in credit costs.

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16 Oct 2026, 06:31 IST Persistent Systems Limited HDFC Securities ADD target INR 6,175

The report says Persistent Systems delivered strong revenue growth ahead of estimates but softer margins and deal intake than expected, while the Nagarro acquisition remains on track.

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16 Oct 2026, 06:31 IST Indian Bank HDFC Securities BUY target INR1,010

The report says Indian Bank reported a steady quarter in line with estimates, with a positive surprise on operating profit and improving asset quality, though higher MSME and agri exposure poses macro risk.

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16 Oct 2026, 06:31 IST Tech Mahindra Limited HDFC Securities ADD target INR 1,800

The report says Tech Mahindra delivered a broad-based beat in Q2FY27 with margin expansion for the 12th consecutive quarter and a bullish management pivot to growth, including a 1:1 bonus issue.

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16 Oct 2026, 06:31 IST Wipro Limited HDFC Securities ADD target INR 190

The report says Wipro posted a muted Q2FY27 with flat QoQ revenue and soft Q3 guidance due to transient factors, but expects a growth recovery from Q4FY27.

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15 Oct 2026, 16:41 IST Aarti Industries Limited Sharekhan (Mirae Asset Sharekhan) Buy target Rs 525.00

The CTFT section lists an open Buy call on AARTIIND with stop loss 495, targets 515 and 525, currently at +0.01% P/L.

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15 Oct 2026, 16:41 IST Zen Technologies Limited Sharekhan (Mirae Asset Sharekhan) Buy target Rs 1710.00

The CTFT section lists a Buy call on ZENTEC noted as first target achieved and profit booked, at +1.20% P/L.

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15 Oct 2026, 16:41 IST Radico Khaitan Limited Sharekhan (Mirae Asset Sharekhan) BUY target Rs 4790.00

The Momentum Swing section lists a BUY call on RADICO October futures noted as stopped out, at -2.03% P/L.

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15 Oct 2026, 16:41 IST Bajaj Finance Limited Sharekhan (Mirae Asset Sharekhan) BUY target Rs 1014.00

The Momentum Swing section lists a BUY call on BAJFINANCE October futures with stop loss 949, targets 992 and 1014, currently at +0.57% P/L.

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15 Oct 2026, 16:41 IST IDFC First Bank Limited Sharekhan (Mirae Asset Sharekhan) BUY target Rs 83.20

The Momentum Swing section lists a BUY call on IDFCFIRSTBANK October futures with stop loss 78.45, targets 82 and 83.20, currently at -1.10% P/L.

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15 Oct 2026, 16:41 IST ITC Hotels Limited Sharekhan (Mirae Asset Sharekhan) BUY target Rs 163.00

The Momentum Swing section lists a BUY call on ITCHOTELS noted as first target achieved and profit booked, at +2.60% P/L.

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15 Oct 2026, 16:41 IST Hindalco Industries Limited Sharekhan (Mirae Asset Sharekhan) SELL target Rs 857.00

The Momentum Swing section lists a SELL call on HINDALCO October futures noted as first target achieved and profit booked, at +2.75% P/L.

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15 Oct 2026, 16:41 IST Laurus Labs Limited Sharekhan (Mirae Asset Sharekhan) SELL target Rs 1960.00

The Momentum Swing section lists a SELL call on LAURUSLABS October futures with targets 1990 and 1960, currently at +0.02% P/L.

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15 Oct 2026, 16:41 IST Asian Paints Limited Sharekhan (Mirae Asset Sharekhan) BUY target Rs 2451.00

The Momentum Swing section lists a BUY call on ASIANPAINTS October futures with stop loss 2230, targets 2424 and 2451, currently at -0.68% P/L.

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15 Oct 2026, 16:41 IST Mahindra & Mahindra Limited Sharekhan (Mirae Asset Sharekhan) BUY target Rs 2980.00

The Momentum Swing section lists a BUY call on M&M October futures with stop loss 2803, targets 2945 and 2980, currently at -0.39% P/L.

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15 Oct 2026, 16:41 IST PG Electroplast Limited Sharekhan (Mirae Asset Sharekhan) BUY target Rs 555.00

The Momentum Swing section lists a BUY call on PGEL October futures with stop loss 518, targets 540 and 555, currently at -0.48% P/L.

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