External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

Aptus Value Housing Finance India / Equity Bottom-Up

<ul><li>Strong growth runway: Aptus’ strong presence in the under-penetrated Tier II/III/IV cities offers the company a strong growth runaway while maintaining strong asset quality and profitability.</li><li>Thus, the management remains confident of delivering a strong AUM growth of 30% CAGR over at least the next 3 years.</li><li>The company has addressed the staff-related issues in the key state of Tamil Nadu (TN) and expects the growth momentum to accelerate going into H2FY25. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Strong growth runway: Aptus’ strong presence in the under-penetrated Tier II/III/IV cities offers the company a strong growth runaway while maintaining strong asset quality and profitability.Thus, the management remains confident of delivering a strong AUM growth of 30% CAGR over at least the next 3 years.The company has addressed the staff-related issues in the key state of Tamil Nadu (TN) and expects the growth momentum to accelerate going into H2FY25. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Aptus Value Housing Finance Ltd. - Strong Growth Delivery to Continue; Maintain BUY!

<ul><li>Disbursements de-grew sharply by 30% QoQ and grew by 6% YoY.</li><li>Slower disbursement growth was primarily owing to migration to the new LoS in Apr’24 (degrowth of 77% YoY).</li><li>Growth momentum returned to normalcy from May/Jun’24, with disbursements growing at ~35% YoY. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Disbursements de-grew sharply by 30% QoQ and grew by 6% YoY.Slower disbursement growth was primarily owing to migration to the new LoS in Apr’24 (degrowth of 77% YoY).Growth momentum returned to normalcy from May/Jun’24, with disbursements growing at ~35% YoY. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Aptus Value Housing Finance Ltd. - Inline Quarter

<ul><li>Operational Performance: Disbursements picked up momentum and registered a strong growth of 45/26% YoY/QoQ.</li><li>AUM growth of 29/4% YoY/QoQ was driven by Home loans (+25/6% YoY/QoQ) and Small Business Loans (+101/14% YoY/QoQ).</li><li>Financial Performance: NII grew by 18/5% YoY/QoQ. Yields improved by 14bps QoQ, while CoF inched up by 9bps. Spreads expanded by 5bps QoQ.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Operational Performance: Disbursements picked up momentum and registered a strong growth of 45/26% YoY/QoQ.AUM growth of 29/4% YoY/QoQ was driven by Home loans (+25/6% YoY/QoQ) and Small Business Loans (+101/14% YoY/QoQ).Financial Performance: NII grew by 18/5% YoY/QoQ. Yields improved by 14bps QoQ, while CoF inched up by 9bps. Spreads expanded by 5bps QoQ.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Aptus Value Housing Finance Ltd. - Inline Quarter; Growth Visibility Remains Strong!

<ul><li>Disbursement (+27/3% YoY/QoQ) and AUM growth (+28/6% YoY/QoQ) were marginally lower than our expectations.</li><li>AUM growth was driven by Home loans (+16/6% YoY/QoQ) and Small Business Loans (+127/14% YoY/QoQ).</li><li>NII grew by 20/5% YoY/QoQ. Yields remained largely stable QoQ, while CoF inched up by 14bps. NIMs stood at 13.4% vs 13.3% QoQ.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Disbursement (+27/3% YoY/QoQ) and AUM growth (+28/6% YoY/QoQ) were marginally lower than our expectations.AUM growth was driven by Home loans (+16/6% YoY/QoQ) and Small Business Loans (+127/14% YoY/QoQ).NII grew by 20/5% YoY/QoQ. Yields remained largely stable QoQ, while CoF inched up by 14bps. NIMs stood at 13.4% vs 13.3% QoQ.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Aptus Value Housing Finance Ltd. - Steady Quarter, Growth to Remain Strong!

External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Thematic (Sector/Industry)

<ul><li>Sonata Software: Sonata posted a good quarter with revenue growth of 1.5% QoQ CC and a margin decline of ~50bps QoQ, which were in line with our estimates</li><li>The revenue growth was led by BFSI (retail banking) and TMT verticals (Microsoft sell-to and Fabric)</li><li>We expect IITS to be back on the growth trajectory based on healthy deal wins and a strong book-to-bill of 1.23 (TCV of USD 104mn)</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Sonata Software: Sonata posted a good quarter with revenue growth of 1.5% QoQ CC and a margin decline of ~50bps QoQ, which were in line with our estimatesThe revenue growth was led by BFSI (retail banking) and TMT verticals (Microsoft sell-to and Fabric)We expect IITS to be back on the growth trajectory based on healthy deal wins and a strong book-to-bill of 1.23 (TCV of USD 104mn)Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

HSIE Results Daily: Sonata Software, Aptus Value Housing Finance India

India

Aptus Value Housing Finance India Limited provides financial services. The Company offers housing and non-housing finance loans, as well as insurance services. Aptus Value Housing Finance India serves customers in India.

Aptus Value Housing Finance India (APTUS IN)

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Aptus Value Housing Finance India (APTUS IN)

Aptus Value Housing Finance Ltd. - Strong Growth Delivery to Continue; Maintain BUY!

Aptus’ strong presence in the under-penetrated Tier II/III/IV cities offers the company a strong growth runaway while maintaining strong asset...

Axis Direct

Aptus Value Housing Finance Ltd. - Inline Quarter

Disbursements de-grew sharply by 30% QoQ and grew by 6% YoY. Slower disbursement growth was primarily owing to migration to the new LoS in Apr’24...

Axis Direct

Aptus Value Housing Finance Ltd. - Inline Quarter; Growth Visibility Remains Strong!

Financial Performance: NII grew by 18/5% YoY/QoQ. Yields improved by 14bps QoQ, while CoF inched up by 9bps. Spreads expanded by 5bps QoQ.

Axis Direct

Aptus Value Housing Finance Ltd. - Steady Quarter, Growth to Remain Strong!

NII grew by 20/5% YoY/QoQ. Yields remained largely stable QoQ, while CoF inched up by 14bps. NIMs stood at 13.4% vs 13.3% QoQ.

Axis Direct

HSIE Results Daily: Sonata Software, Aptus Value Housing Finance India

Sonata Software: Sonata posted a good quarter with revenue growth of 1.5% QoQ CC and a margin decline of ~50bps QoQ, which were in line with our...

HDFC Securities

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