External broker reports(aggregated public sources), Axis Direct

Axis Direct

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

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External broker reports(aggregated public sources)

Bajaj Finance: Leveraging Its Platform to Deepen and Widen Its Product Penetration

Bajaj Finance (BAF): Burgeoning Omnipresence Distribution to Drive Growth

Bajaj Finance: Q1FY24 Interim Update - Stellar Growth Continues

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>Long Range Strategy (LRS) to drive sustainable growth – As a part of the long-range strategy rolled out by Bajaj Finance (BAF), the company aspires to be a leading payments and financial services company in the country and look to dominate with 100 Mn consumer franchise commanding a market share of 3% of payments GMV and ~3-4%/4-5% of total credit/retail credit.</li><li>Focus remains on margin protection – The competitive intensity has remained elevated, especially in the mortgage segment and BAF continues to prioritize protecting margins.</li><li>The company is gradually passing on the impact of higher interest rates to customers (~50-70bps in the fixed loan products and entirely in the variable loans) across businesses.</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>

Long Range Strategy (LRS) to drive sustainable growth – As a part of the long-range strategy rolled out by Bajaj Finance (BAF), the company aspires to be a leading payments and financial services company in the country and look to dominate with 100 Mn consumer franchise commanding a market share of 3% of payments GMV and ~3-4%/4-5% of total credit/retail credit.Focus remains on margin protection – The competitive intensity has remained elevated, especially in the mortgage segment and BAF continues to prioritize protecting margins.The company is gradually passing on the impact of higher interest rates to customers (~50-70bps in the fixed loan products and entirely in the variable loans) across businesses.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.

Bajaj Finance Ltd. - Focus on Margin Protection Unabated