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.

Thematic (Sector/Industry)

<ul><li><span style="font-size: var(--content-font-size);">Q1FY24 earnings season was marked by a) Strong domestic macroeconomic environment, b) Sequential improvement in high-frequency indicators, 3) Cool-off in key commodity prices, 4) Easing inflation expectations, and 5) Growth challenges in export-oriented demand.</span></li></ul><div><ul><li>Moreover, domestic-facing sectors are enjoying economic recovery as well.</li><li>Considering these factors collectively, the Q1FY24 earnings season is likely to deliver positive surprises on the margins front. </li></ul></div><p><em>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.</em></p>

Q1FY24 earnings season was marked by a) Strong domestic macroeconomic environment, b) Sequential improvement in high-frequency indicators, 3) Cool-off in key commodity prices, 4) Easing inflation expectations, and 5) Growth challenges in export-oriented demand.Moreover, domestic-facing sectors are enjoying economic recovery as well.Considering these factors collectively, the Q1FY24 earnings season is likely to deliver positive surprises on the margins front. 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.

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.

<ul><li>Dabur: Dabur delivered consolidated revenue/domestic volume growth of 6/1% YoY vs the expectation of 7/1%</li><li>The domestic business grew by 4.7% while the international business posted a 1% growth (10% cc growth)</li><li>While primary sales were impacted by trade destocking, secondary sales grew in double digits</li></ul><p><em>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.</em></p>

Dabur: Dabur delivered consolidated revenue/domestic volume growth of 6/1% YoY vs the expectation of 7/1%The domestic business grew by 4.7% while the international business posted a 1% growth (10% cc growth)While primary sales were impacted by trade destocking, secondary sales grew in double digitsContent 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: Dabur, Tata Power, Cholamandalam Investment and Finance Company

Equity Bottom-Up

Cholamandalam Investment and Finance / Equity Bottom-Up

<ul><li>CIFC reported a healthy disbursement growth of 65/20% led by robust growth across segments.</li><li>Strong disbursements translated into an equally solid AUM growth of 38/12% YoY/QoQ, with VF/Home Loans/LAP/New Businesses growing at 27/60/26/480% YoY respectively.</li><li>NII grew by 29/10% YoY driven by healthy AUM growth and margin improvement of 20bps QoQ.</li></ul><p><em>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.</em></p>

CIFC reported a healthy disbursement growth of 65/20% led by robust growth across segments.Strong disbursements translated into an equally solid AUM growth of 38/12% YoY/QoQ, with VF/Home Loans/LAP/New Businesses growing at 27/60/26/480% YoY respectively.NII grew by 29/10% YoY driven by healthy AUM growth and margin improvement of 20bps 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.

Cholamandalam Invst. & Finance Company Ltd. - Stellar Quarter; Growth Levers Intact!

<div><div><div><div><ul><li>We expect the banks under our coverage to mirror the strong systemic credit growth, thereby delivering a robust ~17% YoY credit growth in Q4FY23.</li><li>On a segmental basis at a systemic level, consumer durables/personal loans/credit card outstanding have shown a robust growth of 39/21/30% YoY respectively.</li><li>Banks that have so far reported their provisional numbers for the quarter have witnessed a pick-up deposit growth, led by TD growth outpacing CASA deposit growth. </li></ul></div></div></div></div><p><em>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.</em></p>

We expect the banks under our coverage to mirror the strong systemic credit growth, thereby delivering a robust ~17% YoY credit growth in Q4FY23.On a segmental basis at a systemic level, consumer durables/personal loans/credit card outstanding have shown a robust growth of 39/21/30% YoY respectively.Banks that have so far reported their provisional numbers for the quarter have witnessed a pick-up deposit growth, led by TD growth outpacing CASA deposit growth. 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.

Bfsi Q4fy23 Result Preview – yet Another Strong Quarter!

India

Cholamandalam Investment and Finance Company Limited operates as a financial services provider. The Company offers vehicle finance, home equity loans, investment advisory, stock broking, and other financial services to customers.

Cholamandalam Investment and Finance (CIFC IN)

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Cholamandalam Investment and Finance (CIFC IN)

Q1FY24 Consolidated Preview

Considering these factors collectively, the Q1FY24 earnings season is likely to deliver positive surprises on the margins front.

Axis Direct

HSIE Results Daily: Dabur, Tata Power, Cholamandalam Investment and Finance Company

Dabur: Dabur delivered consolidated revenue/domestic volume growth of 6/1% YoY vs the expectation of 7/1%. The domestic business grew by 4.7%

HDFC Securities

HSIE Results Daily: Dabur, Tata Power

Dabur: Dabur delivered consolidated revenue/domestic volume growth of 6/1% YoY vs the expectation of 7/1%The domestic business grew by 4.7%

HDFC Securities

Cholamandalam Invst. & Finance Company Ltd. - Stellar Quarter; Growth Levers Intact!

Strong disbursements translated into an equally solid AUM growth of 38/12% YoY/QoQ, with VF/Home Loans/LAP/New Businesses growing at 27/60/26/480%...

Axis Direct

Bfsi Q4fy23 Result Preview – yet Another Strong Quarter!

We expect the banks under our coverage to mirror the strong systemic credit growth, thereby delivering a robust ~17% YoY credit growth in Q4FY23.

Axis Direct

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