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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

13 Oct 2026, 06:21 IST Can Fin Homes Limited HDFC Securities BUY target INR 1,060

The note says Can Fin Homes' Q2FY27 earnings were largely in line with estimates, with a temporary disbursement slowdown due to tech transformation expected to reverse from Q3, while profitability metrics remain strong.

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13 Oct 2026, 06:21 IST RBL Bank Limited HDFC Securities REDUCE target INR300

The note says RBL Bank posted strong headline PAT growth and NIM expansion driven by equity infusion and FCNR(B) mobilization, but flags structural handicaps in its deposit franchise and asset side profit pools.

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13 Oct 2026, 06:21 IST HCL Technologies Limited HDFC Securities ADD target INR 1,370

The note says HCLTech's Services and ER&D beat expectations on strong Advanced AI traction, with record H1 TCV and margin expansion, though guidance implies no H2 acceleration and estimates remain largely unchanged.

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12 Oct 2026, 16:35 IST CSDL Sharekhan (Mirae Asset Sharekhan) SELL

The Momentum Swing section shows the CSDL Oct Fut Sell call from Oct 8 was stopped out with a -2.10% outcome.

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12 Oct 2026, 16:35 IST Radico Khaitan Limited Sharekhan (Mirae Asset Sharekhan) BUY target Rs 4700 / Rs 4790

The Momentum Swing section lists an open Buy call on Radico Oct Fut from Oct 9 with stop loss 4493 and targets 4700/4790.

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12 Oct 2026, 16:35 IST The Federal Bank Limited Sharekhan (Mirae Asset Sharekhan) BUY target Rs 334 / Rs 338

The Momentum Swing section lists an open Buy call on Federalbnk Oct Fut from Oct 9 with stop loss 321 and targets 334/338.

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12 Oct 2026, 16:35 IST Bajaj Finance Limited Sharekhan (Mirae Asset Sharekhan) BUY target Rs 992 / Rs 1014

The Momentum Swing section lists an open Buy call on Bajfinance Oct Fut from Oct 9 with stop loss 949 and targets 992/1014.

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12 Oct 2026, 16:35 IST Dabur India Limited Sharekhan (Mirae Asset Sharekhan) BUY

The Momentum Swing section shows the Dabur Oct Fut Buy call from Oct 9 was stopped out with a -2.10% outcome.

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12 Oct 2026, 16:35 IST 360 ONE WAM LIMITED Sharekhan (Mirae Asset Sharekhan) BUY target Rs 1075 / Rs 1090

The Momentum Swing futures section lists a Buy call on 360ONE Oct Fut from Oct 12 with stop loss 1025 and targets 1075/1090.

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12 Oct 2026, 16:35 IST REC Limited Sharekhan (Mirae Asset Sharekhan) Buy target Rs 313 / Rs 324

The Smart Charts section lists an open Buy call on RECLTD from Oct 9 with stop loss 287 and targets 313/324.

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12 Oct 2026, 16:35 IST FSN E-Commerce Ventures Limited Sharekhan (Mirae Asset Sharekhan) Buy target Rs 358.5 / Rs 370

The Smart Charts section lists an open Buy call on Nykaa from Oct 9 with stop loss 333 and targets 358.5/370.

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12 Oct 2026, 16:35 IST Mankind Pharma Limited Sharekhan (Mirae Asset Sharekhan) Buy target Rs 2525 / Rs 2640

The Smart Charts section lists an open Buy call on Mankind from Oct 12 with stop loss 2315 and targets 2525/2640.

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12 Oct 2026, 16:35 IST Fortis Healthcare Limited Sharekhan (Mirae Asset Sharekhan) SELL target Rs 740 / Rs 728

The report gives a technical SELL call on Fortis (CMP Rs 757) with a stoploss of Rs 779 and targets of Rs 740 and Rs 728.

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12 Oct 2026, 16:35 IST Ashok Leyland Limited Sharekhan (Mirae Asset Sharekhan) SELL target Rs 140.8 / Rs 138

The report gives a technical SELL call on Ashok Leyland (CMP Rs 144.25) with a stoploss of Rs 148 and targets of Rs 140.8 and Rs 138.

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12 Oct 2026, 09:11 IST Airports Authority of India Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report states AAI launched a Rs 165 crore project to automate security tray movement systems at airports.

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12 Oct 2026, 09:11 IST Suzlon Energy Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report states Suzlon Energy plans to invest Rs 550 crore to establish three AI-powered wind turbine blade manufacturing facilities by 2027.

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12 Oct 2026, 09:11 IST NTPC Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report states NTPC invited Expressions of Interest for up to 26% equity participation in its co-generation power projects.

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12 Oct 2026, 09:11 IST JM Frictech India Ltd Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report states JMI invested around Rs 50 crore in setting up its fourth manufacturing facility in Chandigarh.

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12 Oct 2026, 09:11 IST NCC Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report states NCC secured a Rs 1,286 crore road project order in Telangana.

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12 Oct 2026, 09:11 IST Cochin Shipyard Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report states Cochin Shipyard plans to invest around Rs 6,000 crore in two shipbuilding and repair projects.

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