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>Cement demand to moderate: Cement demand moderation continues in Q2FY25, impacted by seasonality, heavy rainfall, and delays in budgetary allocation of funds for infra-related projects.</li><li>Q1FY25 was affected by factors such as the general election, extreme heat conditions, labour shortages, and unseasonal rain in some regions.</li><li>Historically, moderation in cement demand has been observed during election years. According to provisional numbers released by the Office of the Economic Adviser, cement demand grew by 9% in FY24.</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.

Cement demand to moderate: Cement demand moderation continues in Q2FY25, impacted by seasonality, heavy rainfall, and delays in budgetary allocation of funds for infra-related projects.Q1FY25 was affected by factors such as the general election, extreme heat conditions, labour shortages, and unseasonal rain in some regions.Historically, moderation in cement demand has been observed during election years. According to provisional numbers released by the Office of the Economic Adviser, cement demand grew by 9% in FY24.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.

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

<ul>
<li>Hindalco to Invest INR 2,450 Crore in Gujarat Copper and E-Waste Projects</li>
<li>JK Cement Plans INR 30 Billion Capacity Expansion by FY26</li>
<li>Hindustan Zinc Unveils $2.5 Billion Expansion Plan to Double Output</li>
</ul>


Hindalco to Invest INR 2,450 Crore in Gujarat Copper and E-Waste Projects
JK Cement Plans INR 30 Billion Capacity Expansion by FY26
Hindustan Zinc Unveils $2.5 Billion Expansion Plan to Double Output


# 60 India Insight: Hindalco INR 2,450 Cr Investment, JK Cement & Hindustan Zinc Capacity Expansion

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

<ul>
<li>SEBI has overhauled F&amp;O eligibility criteria, introducing stricter norms for stock inclusion and exclusion for more active stocks. </li>
<li>As per calculation, New criteria will include 80 stocks and exclude 18 to 23, impacting market liquidity and stability.</li>
<li>This will lead to the creation of a more robust, transparent, and liquid for the F&amp;O Market.</li>
</ul>


SEBI has overhauled F&amp;O eligibility criteria, introducing stricter norms for stock inclusion and exclusion for more active stocks. 
As per calculation, New criteria will include 80 stocks and exclude 18 to 23, impacting market liquidity and stability.
This will lead to the creation of a more robust, transparent, and liquid for the F&amp;O Market.


SEBI's F&O Criteria Revision & Its Impact

<ul><li>The companies under our coverage reported a Revenue/EBITDA/APAT de-growth of 1%/4%/9% YoY, against expectations of 0%/7%/4% growth.</li><li>Volume growth during the quarter was in line with our expectation of 5%. </li><li>EBITDA margins declined by 50 bps YoY, driven by lower realization, although positively impacted by lower costs during the quarter.</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 companies under our coverage reported a Revenue/EBITDA/APAT de-growth of 1%/4%/9% YoY, against expectations of 0%/7%/4% growth.Volume growth during the quarter was in line with our expectation of 5%. EBITDA margins declined by 50 bps YoY, driven by lower realization, although positively impacted by lower costs during the quarter.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>Oberoi Realty: Oberoi Realty (ORL) registered presales of INR 10.6bn (+124%/-40% YoY/QoQ), it was largely backed by sales from 360 West contributing &gt;40% of presales followed by Elysian and Sky City</li><li>360W saw a good amount of traction in Q1FY25 as six units were sold (vs 3units in the previous quarter totaling INR 4.8bn marking a 118% QoQ growth), we believe that ORL is likely to be able to sell its inventory over the next 24-30 months</li><li>The Pokhran project is set to launch in Q3FY25 during the festive season, with approvals and a ready-show apartment in place</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.

Oberoi Realty: Oberoi Realty (ORL) registered presales of INR 10.6bn (+124%/-40% YoY/QoQ), it was largely backed by sales from 360 West contributing &gt;40% of presales followed by Elysian and Sky City360W saw a good amount of traction in Q1FY25 as six units were sold (vs 3units in the previous quarter totaling INR 4.8bn marking a 118% QoQ growth), we believe that ORL is likely to be able to sell its inventory over the next 24-30 monthsThe Pokhran project is set to launch in Q3FY25 during the festive season, with approvals and a ready-show apartment in placeContent 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: Oberoi Realty, JK Cement, Can Fin Homes, Route Mobile

India

JK Cement Limited produces and manufactures Portland and White cement products.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

JK Cement Ltd (JKCE IN)

Q2FY25 Earnings Preview - CEMENT

Cement demand to moderate: Cement demand moderation continues in Q2FY25, impacted by seasonality, heavy rainfall, and delays in budgetary...

Axis Direct

# 60 India Insight: Hindalco INR 2,450 Cr Investment, JK Cement & Hindustan Zinc Capacity Expansion

Major Indian companies Hindalco, JK Cement, and Hindustan Zinc announce significant investments and expansion plans to boost production and...

Sudarshan Bhandari

SEBI's F&O Criteria Revision & Its Impact

SEBI introduces stricter F&O eligibility criteria, impacting market liquidity and stability by including 80 stocks and excluding 18 to 23. #SEBI...

Nimish Maheshwari

Top Sector Ideas - Cement (Q1FY25)

The companies under our coverage reported a Revenue/EBITDA/APAT de-growth of 1%/4%/9% YoY, against expectations of 0%/7%/4% growth.

Axis Direct

HSIE Results Daily: Oberoi Realty, JK Cement, Can Fin Homes, Route Mobile

Given the expected robust cash flows from ready-to-move-in inventory in 360W and new launches expected in FY25 along with new BD, we remain...

HDFC Securities

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Q2FY25 Earnings Preview - CEMENT

Cement demand to moderate: Cement demand moderation continues in Q2FY25, impacted by seasonality, heavy rainfall, and delays in budgetary...

Axis Direct

# 60 India Insight: Hindalco INR 2,450 Cr Investment, JK Cement & Hindustan Zinc Capacity Expansion

​Major Indian companies Hindalco, JK Cement, and Hindustan Zinc announce significant investments and expansion plans to boost production and...

Sudarshan Bhandari

SEBI's F&O Criteria Revision & Its Impact

​SEBI introduces stricter F&O eligibility criteria, impacting market liquidity and stability by including 80 stocks and excluding 18 to 23. #SEBI...

Nimish Maheshwari

Top Sector Ideas - Cement (Q1FY25)

The companies under our coverage reported a Revenue/EBITDA/APAT de-growth of 1%/4%/9% YoY, against expectations of 0%/7%/4% growth.

Axis Direct

HSIE Results Daily: Oberoi Realty, JK Cement, Can Fin Homes, Route Mobile

Given the expected robust cash flows from ready-to-move-in inventory in 360W and new launches expected in FY25 along with new BD, we remain...

HDFC Securities

Major Indian companies Hindalco, JK Cement, and Hindustan Zinc announce significant investments and expansion plans to boost production and...

SEBI introduces stricter F&O eligibility criteria, impacting market liquidity and stability by including 80 stocks and excluding 18 to 23. #SEBI...