Orivam News from the source.

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

31 Oct 2026, 06:41 IST NOCIL Limited HDFC Securities ADD target INR 201

The report says Q2 EBITDA/APAT were 23%/5% above estimates on pricing-led revenue growth, and maintains ADD with a target price of INR 201.

Read this note →
31 Oct 2026, 06:41 IST V-Guard Industries Limited HDFC Securities BUY target INR 430

The report says V-Guard revenue grew 38% YoY with EBITDA/APAT up 54%/71%, upgrades FY27-29E estimates, maintains BUY with a revised TP of INR 430/sh, and adds the stock to its top picks list.

Read this note →
31 Oct 2026, 06:41 IST Brigade Enterprises Limited HDFC Securities BUY target INR 940

The report says BEL reaffirmed its FY27 presales guidance of INR 90bn and a sizeable launch pipeline, and reiterates BUY with a TP of INR 940/sh.

Read this note →
31 Oct 2026, 06:41 IST Aether Industries Limited HDFC Securities ADD target INR 1,617

The report says AIL's growth will be led by ramp-up in exclusive manufacturing and new capacity commissioning, with EBITDA/APAT 2/5% above estimates, and maintains ADD with a target price of INR 1,617.

Read this note →
31 Oct 2026, 06:41 IST PB Fintech Limited HDFC Securities BUY target INR1,390

The report says PBFINTECH posted 35% YoY core revenue growth and 46% YoY PAT growth, downgrades FY28 revenue estimate by ~15% on IRDAI commission reset risk, and maintains BUY with a TP of INR1,390.

Read this note →
31 Oct 2026, 06:41 IST Aditya Birla Capital Limited HDFC Securities ADD target INR 421

The report says ABCAP sustained strong growth across lending and non-lending businesses, flags IRDAI distribution commission guidelines as an overhang, and maintains ADD with a revised SOTP-based TP of INR 421.

Read this note →
31 Oct 2026, 06:41 IST GAIL (India) Limited HDFC Securities ADD target INR 203

The report says Q2FY27 standalone EBITDA rose 101% YoY driven by strong NG marketing margins, and maintains ADD with a revised target price of INR 203.

Read this note →
31 Oct 2026, 06:41 IST Bank of Baroda HDFC Securities BUY target INR325

The report says Q2FY27 earnings were flattered by a one-off NSE stake sale gain, flags caution on retail/MSME asset quality and elevated credit-to-deposit ratio, and reiterates BUY with a revised TP of INR325.

Read this note →
30 Oct 2026, 09:14 IST Adani Airport Holdings Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report notes Adani Airport Holdings and IHCL signed an agreement to develop eight airport-linked hotels with over 2,000 rooms across four cities.

Read this note →
30 Oct 2026, 09:14 IST The Indian Hotels Company Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report notes IHCL and Adani Airport Holdings signed an agreement to develop eight airport-linked hotels with over 2,000 rooms across four cities.

Read this note →
30 Oct 2026, 09:14 IST Acme Solar Holdings Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report notes ACME Solar signed a 25-year PPA with NTPC for a 400 MW renewable energy project, strengthening long-term revenue visibility.

Read this note →
30 Oct 2026, 09:14 IST Afcons Infrastructure Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report notes Afcons Infrastructure was awarded two EPC contracts in Uttar Pradesh worth a combined nearly Rs 3,469 crore.

Read this note →
30 Oct 2026, 09:14 IST Bajaj Auto Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report lists Bajaj Auto among the day's top losers, down 0.85-1.79%.

Read this note →
30 Oct 2026, 09:14 IST Trent Limited Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report lists Trent among the day's top losers, down 0.85-1.79%.

Read this note →
30 Oct 2026, 09:14 IST ETERNAL LIMITED Tata Asset Management Pvt. Ltd. (Tata Mutual Fund)

The report lists Eternal among the day's top gainers, up 3.42-6.29%.

Read this note →