The note says Divi's Q2 EBITDA beat estimates on 35% YoY sales growth and margin expansion, leading HSIE to raise EBITDA estimates and revise its target price to INR 11,470 while maintaining ADD.
Read this note →Divi's Laboratories Limited
NSE DIVISLAB BSE 532488 INE361B01024
0 filings · 0 analysed
11,560.00
+15.20%
over 5 days
-
HSIE Results Daily 09 Nov 26 HSIE
The note says Divi's Q2 EBITDA beat estimates on 35% YoY sales growth and margin expansion, leading HSIE to raise EBITDA estimates and revise its target price to INR 11,470 while maintaining ADD.
Prices from Yahoo Finance, NSE close, delayed — indicative only, not for dealing. Solid markers sit on the exchange's own timestamp.
Targets, and what happened next
What each house published, and where the price has gone since. Orivam issues no calls of its own and takes no view on these.
| House | Published | Call | Entry | Target | Now | Progress | Standing |
|---|---|---|---|---|---|---|---|
| HDFC Securities | 09 Nov 2026, 06:19 | long | 10,320.50 | 11,470.00 | — | — | open by 2027-11-09 |
| HDFC Securities | 23 Oct 2026, 09:04 | long | 8,950.00 | 9,780.00 | 9,780.00 | 100% | hit |
| Motilal Oswal Financial Services Ltd. (MOFSL) | 01 Oct 2026, 08:47 | long | 9,249.00 | 10,800.00 | 10,320.50 | 69% | open by 2027-10-01 |
| Motilal Oswal Financial Services Ltd. | 30 Sep 2026, 09:06 | long | 9,291.50 | 10,800.00 | 10,320.50 | 68% | open by 2027-09-30 |
Deadlines: 0 stated by the house, the rest set by Orivam’s convention — ten trading days for a technical call, twelve months for a price target. A target with no date cannot be judged, so one has to be chosen.
What the desks said
The report tracks a Momentum Swing SELL call on Divis Lab November futures from 23 Oct 26 showing a current gain of 1.07%.
Read this note →The report downgrades Divi's Laboratories to ADD from Buy with a revised target price of INR 9,780 based on 40x Q2FY29E EV/EBITDA, citing that near-term CDMO triggers including GLP-1 opportunities are already priced in after the stock's 40%/44%/43% rise over the last year/six months/since initiation.
Read this note →The report cites peptide API demand growth from oral Wegovy and favorable US tariff treatment as supporting a BUY call on Divi's Labs with 14% upside and a stop loss at ₹8,870.
Read this note →The report classifies DIVISLAB as witnessing short buildup with price down 3.09% and OI up 5.30%.
Read this note →The report expects 17% YoY revenue growth led by Custom Synthesis business, naming it a strong performer.
Read this note →The note's velocity idea says Divi's is positioned to benefit from oral Wegovy-driven peptide API demand and 0% US tariff clarity, expecting 21% earnings CAGR over FY26-28, with CMP Rs 9,540, SL Rs 8,870; it also lists a DIVISLAB 9600 CE buy on long build-up.
Read this note →The note lists Divis Lab among stocks showing a positive derivatives setup.
Read this note →The velocity idea says oral Wegovy could raise peptide API needs ~73x per patient and that Proclamation 11020 gives India a 0% tariff rate on specialty drug classes, with a 21% earnings CAGR expected over FY26-28; CMP ₹9,540, SL ₹8,870.
Read this note →The report recommends BUY on Divi's Laboratories with CMP ₹9,540, TP ₹10,800 and SL ₹8,870, citing peptide API demand from oral Wegovy, favorable US tariff clarity under Proclamation 11020, and expected 21% earnings CAGR over FY26-28.
Read this note →A 'Velocity Idea' says Divi's is positioned for peptide/CDMO opportunities and tariff clarity, projecting 21% earnings CAGR over FY26-28, with SL ₹8,870.
Read this note →The report forecasts Divi's Labs EBITDA growth of 32.6% YoY in 2QFY27.
Read this note →The report recommends BUY on Divis Laboratories at CMP ₹9,540 with target ₹10,800 and stop-loss ₹8,870, citing peptide API demand growth, favorable US tariff clarity, and expected 21% earnings CAGR over FY26-28.
Read this note →The Velocity Idea section recommends BUY on Divi's Laboratories at CMP ₹9,540 with SL ₹8,870 and target ₹10,800, citing peptide API demand growth from oral Wegovy and tariff clarity under US Proclamation 11020.
Read this note →Announcement timeline
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