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

<ul><li>Strong Order Book of &gt;3.3 GW: The company secured new orders of ~1.2 GW in H1FY25 and now holds its largest-ever order book of 3,328 MW.</li><li>The orderbook comprises a diversified client base including PSUs and Independent power producers as well as commercial and industrial players.</li><li>The orderbook is expected to grow further as the company is in constant discussions with both existing and potential customers.</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 Order Book of &gt;3.3 GW: The company secured new orders of ~1.2 GW in H1FY25 and now holds its largest-ever order book of 3,328 MW.The orderbook comprises a diversified client base including PSUs and Independent power producers as well as commercial and industrial players.The orderbook is expected to grow further as the company is in constant discussions with both existing and potential customers.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.

Inox Wind Limited - Strong Execution; Growth Outlook Remains Intact

<ul><li>Value-unlocking initiatives: We interacted with the company’s management to get further insights into the company’s outlook.</li><li>As per the press release dated 2nd Sep’24, Inox Wind’s EPC projects arm, Resco Global (a 100% subsidiary), has approved a Rs 350 Cr equity raise from marquee investors.</li><li>This fund will be utilised to scale up business offerings at Resco to capitalize on the strong tailwinds in the wind sector in India. </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.

Value-unlocking initiatives: We interacted with the company’s management to get further insights into the company’s outlook.As per the press release dated 2nd Sep’24, Inox Wind’s EPC projects arm, Resco Global (a 100% subsidiary), has approved a Rs 350 Cr equity raise from marquee investors.This fund will be utilised to scale up business offerings at Resco to capitalize on the strong tailwinds in the wind sector in India. 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.

Inox Wind Limited - Unlocking New Revenue Streams

<ul><li>Strong Order Book of &gt;2.9 GW: The company had a strong order book of 2,656 MW as of 31st Mar’24.</li><li>It secured new orders of 210 MW (a repeat order from Hero Future Energies) in Q1FY25 and 401 MW in Q2FY25 (including 3 MW WTG orders, with 200 MW from a C&amp;I player).</li><li>Following these new orders in the first five months of FY25, the company now holds its largestever order book of 2,917 MW.</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 Order Book of &gt;2.9 GW: The company had a strong order book of 2,656 MW as of 31st Mar’24.It secured new orders of 210 MW (a repeat order from Hero Future Energies) in Q1FY25 and 401 MW in Q2FY25 (including 3 MW WTG orders, with 200 MW from a C&amp;I player).Following these new orders in the first five months of FY25, the company now holds its largestever order book of 2,917 MW.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.

Inox Wind Limited - Improved Execution and Margins Sets Stage for Strong Growth

Thematic (Sector/Industry)

<ul><li>The Finance Minister of India will present the full-year Union Budget for FY24-25 on 23rd July’24.</li><li>The impact of the Union Budget on the equity market has reduced notably over the past few years with the government undertaking most of the reforms outside the purview of the Budget.</li><li>As it is the first full-year budget after the formation of the NDA 3.0 government, market participants continue to view it as a critical catalyst stimulating the Indian economy’s growth and thereby the Indian market.</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.

The Finance Minister of India will present the full-year Union Budget for FY24-25 on 23rd July’24.The impact of the Union Budget on the equity market has reduced notably over the past few years with the government undertaking most of the reforms outside the purview of the Budget.As it is the first full-year budget after the formation of the NDA 3.0 government, market participants continue to view it as a critical catalyst stimulating the Indian economy’s growth and thereby the Indian market.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.

Pre Union Budget Expectations 2024-25: Budget Likely to Strengthen the Narrative of “Viksit Bharat”

India

INOX India (INOX) is a manufacturer of cryogenic equipment.

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INOX India Limited (INOX IN)

Inox Wind Limited - Strong Execution; Growth Outlook Remains Intact

Strong Order Book of >3.3 GW: The company secured new orders of ~1.2 GW in H1FY25 and now holds its largest-ever order book of 3,328 MW.

Axis Direct

Inox Wind Limited - Unlocking New Revenue Streams

Unlocking New Revenue Streamss per the press release dated 2nd Sep’24, Inox Wind’s EPC projects arm, Resco Global (a 100% subsidiary), has approved...

Axis Direct

Inox Wind Limited - Improved Execution and Margins Sets Stage for Strong Growth

The company had a strong order book of 2,656 MW as of 31st Mar’24. It secured new orders of 210 MW (a repeat order from Hero Future Energies) in...

Axis Direct

Pre Union Budget Expectations 2024-25: Budget Likely to Strengthen the Narrative of “Viksit Bharat”

The impact of the Union Budget on the equity market has reduced notably over the past few years with the government undertaking most of the reforms...

Axis Direct

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