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>Revenue growth momentum impacted: The company saw a strong recovery in the BFSI and other verticals, and management anticipates continued demand momentum for Gen AI, along with enhanced client engagement.</li><li>This suggests the potential for improved realizations in the coming periods.</li><li>Robust Deal wins: The company’s TCV remained robust and exceeded our expectations, with deal wins totalling $2.4 Bn in Q2FY25.</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>

Revenue growth momentum impacted: The company saw a strong recovery in the BFSI and other verticals, and management anticipates continued demand momentum for Gen AI, along with enhanced client engagement.This suggests the potential for improved realizations in the coming periods.Robust Deal wins: The company’s TCV remained robust and exceeded our expectations, with deal wins totalling $2.4 Bn in Q2FY25.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.

Infosys Ltd - Broad-Based Growth; Management Upgrades Guidance for FY25