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. 

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.

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>Outlook: The ramping up of the greenfield unit in Mukutban, Maharashtra, is poised to significantly bolster the company's revenue and volume growth in the future.</li><li>Additionally, the implementation of various cost optimization initiatives, improvements in capacity utilization, and realization through a balanced brand portfolio—placing equal emphasis on premium and value segments, geo-mix, and go-to-market supply chain optimization—are expected to positively impact the overall performance of the company moving forward.</li><li>We expect the company to grow Sales/EBITDA/APAT at a CAGR of 9%18/%/41% during FY24-FY26E. Cement pricing remains key monitorable.</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>

Outlook: The ramping up of the greenfield unit in Mukutban, Maharashtra, is poised to significantly bolster the company's revenue and volume growth in the future.Additionally, the implementation of various cost optimization initiatives, improvements in capacity utilization, and realization through a balanced brand portfolio—placing equal emphasis on premium and value segments, geo-mix, and go-to-market supply chain optimization—are expected to positively impact the overall performance of the company moving forward.We expect the company to grow Sales/EBITDA/APAT at a CAGR of 9%18/%/41% during FY24-FY26E. Cement pricing remains key monitorable.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.

Birla Corporation Limited - Better Operating Performance Delivered; Retain BUY

Birla Corp Ltd

Birla Corporation Limited - Better Operating Performance Delivered; Retain BUY