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Axis Direct
External broker reports(aggregated public sources)
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Thematic (Sector/Industry)
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22 Aug 2024 19:02
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Broker
Top Sector Ideas Pharma - (Q1FY25)
n Q1FY25, the Pharma Coverage universe posted robust revenue growth of 11%/4% YoY/QoQ, driven by a strong domestic market
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bullish
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22 Aug 2024 08:29
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Top Sector Ideas - FMCG (Q1FY25)
Rural demand continues to show steady improvement, with the rural market now surpassing urban areas, largely due to distribution expansion
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22 Aug 2024 08:27
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Top Sector Ideas - Metals and Mining (Q1FY25)
Overall consolidated revenue stood largely in line with consensus (up 8% YoY, 2% QoQ), while reported EBITDA grew by 31%/11% YoY/QoQ
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bullish
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21 Aug 2024 18:56
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Top Sector Ideas - Retail (Q1FY25)
Premium vs. Value: While the premium segment remains strong, the value segment has shown some recovery but remains a mixed bag.
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21 Aug 2024 06:16
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Top Sector Ideas – Telecom (Q1FY25)
Telecom companies reported strong revenue growth in Q1FY25, driven by increased data consumption and the conversion from 2G to 4G networks.
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