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>Robust order book to drive revenue growth: As of 30th Sep’24, the company’s order book stood at Rs 18,721 Cr.</li><li>The company is L1 in projects worth Rs 4,500 Cr, and including orders received in Oct’24 worth over Rs 2,000 Cr, the total order book exceeds Rs 25,000 Cr (5x FY24 revenue).</li><li>A healthy and robust order book provides revenue visibility for the next 3-4 years. We expect the company to report a revenue CAGR of 17% over FY24-FY26E.</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>

Robust order book to drive revenue growth: As of 30th Sep’24, the company’s order book stood at Rs 18,721 Cr.The company is L1 in projects worth Rs 4,500 Cr, and including orders received in Oct’24 worth over Rs 2,000 Cr, the total order book exceeds Rs 25,000 Cr (5x FY24 revenue).A healthy and robust order book provides revenue visibility for the next 3-4 years. We expect the company to report a revenue CAGR of 17% over FY24-FY26E.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.

J Kumar Infraprojects Ltd - Result Above Expectation; Retain BUY

J.Kumar Infraprojects

J Kumar Infraprojects Ltd - Result Above Expectation; Retain BUY