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.
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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
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 →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 →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 →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 →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 →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 →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 →The report says EBITDA grew 14% YoY on 12% sales growth, retains BUY and cuts FY27E/28E EPS by 4%/2% while revising target price to INR 2,180.
Read this note →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 →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 →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 →The report notes Afcons Infrastructure was awarded two EPC contracts in Uttar Pradesh worth a combined nearly Rs 3,469 crore.
Read this note →The report lists Eicher Motors among the day's top losers, down 0.85-1.79%.
Read this note →The report lists SBI Life Insurance Company among the day's top losers, down 0.85-1.79%.
Read this note →The report lists Bajaj Auto among the day's top losers, down 0.85-1.79%.
Read this note →The report lists Maruti Suzuki India among the day's top losers, down 0.85-1.79%.
Read this note →The report lists Trent among the day's top losers, down 0.85-1.79%.
Read this note →The report lists Power Grid Corporation of India among the day's top gainers, up 3.42-6.29%.
Read this note →The report lists Eternal among the day's top gainers, up 3.42-6.29%.
Read this note →The report lists Kotak Mahindra Bank among the day's top gainers, up 3.42-6.29%.
Read this note →The report lists Adani Enterprises among the day's top gainers, up 3.42-6.29%.
Read this note →The report lists Adani Ports and Special Economic Zone among the day's top gainers, up 3.42-6.29%.
Read this note →The report lists PNBHOUSING under short build up in the market monitor.
Read this note →The report lists HEROMOTOCO under short build up in the market monitor.
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