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.

Thematic (Sector/Industry)

India Communication services / Thematic (Sector/Industry)

<ul><li>Tariff Hike by Jio and Bharti Airtel: Jio and Bharti Airtel (Bharti) announced much much-awaited tariff hike in prepaid and postpaid plans.</li><li>In its popular 1 GB/day and 1.5 GB/day pre-paid plans, Bharti/ VIL hiked the tariff by 11-17%, while Jio hiked it by 20-25%, narrowing Jio’s discount to Bharti from ~20% to ~15% while the absolute gap between the Telcos remains in the range of Rs 50-60.</li><li>While this will help companies gain meaningful ARPU in the near term, the same will be reflected in their financials from Q3FY25 and onwards.</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>

Tariff Hike by Jio and Bharti Airtel: Jio and Bharti Airtel (Bharti) announced much much-awaited tariff hike in prepaid and postpaid plans.In its popular 1 GB/day and 1.5 GB/day pre-paid plans, Bharti/ VIL hiked the tariff by 11-17%, while Jio hiked it by 20-25%, narrowing Jio’s discount to Bharti from ~20% to ~15% while the absolute gap between the Telcos remains in the range of Rs 50-60.While this will help companies gain meaningful ARPU in the near term, the same will be reflected in their financials from Q3FY25 and onwards.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.

Telecom Q1fy25 Result Preview – Higher Monetization in near Term