Axis Research Scorecard Report - August 2023
We are proud to share that we released several Top Sector Ideas during the month and we highly encourage you to refer to these exclusive reports
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Auto Sector: Q1FY24 Review
The companies under our coverage reported Revenue/EBITDA/PAT growth of +19%/+50%/+88% YoY against expectation of +18%/+49%/+69% driven by higher ASPs
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TVS Supply Chain Solutions IPO - RHP Updates, Peer Comparison & Thoughts on Valuation
TVS Supply Chain Solutions (1915741D IN) is looking to raise up to US$110m in its India IPO, after downsizing from an earlier float of up to US$500m.
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Axis Top Picks - Aug 2023
The Axis Top Picks Basket returned a solid return of 10% in July’23 against the 3% return posted by Nifty 50, beating the benchmark by a wide margin.
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CIE Automotive Ltd. - Q2CY23 - Overall Miss; Profitability to Sustain
We continue to like the company’s growth story driven by (a) Operational Performance and Focus on building an EV product portfolio
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