External broker reports(aggregated public sources), Axis Direct

Axis Direct

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)

<ul><li>The escalating geopolitical tensions in the Middle East region have inflicted a structural shock on global energy and chemical supply chains.</li><li>Given India’s heavy reliance on imports of crude oil, LNG, and LPG, the conflict is transmitting directly through input cost inflation, energy shortages, and logistical disruptions.</li><li>Challenges in sourcing crude oil are having a more pronounced impact on chemical companies that operate across the crude-based value chain. </li></ul>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.

The escalating geopolitical tensions in the Middle East region have inflicted a structural shock on global energy and chemical supply chains.Given India’s heavy reliance on imports of crude oil, LNG, and LPG, the conflict is transmitting directly through input cost inflation, energy shortages, and logistical disruptions.Challenges in sourcing crude oil are having a more pronounced impact on chemical companies that operate across the crude-based value chain. 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.

Chemical Sector Update: Middle East Disruption Triggers Cost Shock for Indian Chemical Sector

External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund 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.

<ul><li>Bajaj Finance: Bajaj Finance’s (BAF) Q3FY26 PAT declined by 6% YoY due to accelerated provisioning of INR 14bn (0.3% of gross advances), given the implementation of minimum LGD floor across businesses</li><li>Adjusted for this one-off, operating performance remained steady with AUM growth of 22% YoY, steady NIMs (~9%), marginal normalization in credit costs (1.92%), and robust profitability (RoE of 19.7%)</li><li>Management has indicated improvement in credit costs during FY27 to sub-1.8%, along with pick-up in the MSME segment</li></ul>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: Bajaj Finance’s (BAF) Q3FY26 PAT declined by 6% YoY due to accelerated provisioning of INR 14bn (0.3% of gross advances), given the implementation of minimum LGD floor across businessesAdjusted for this one-off, operating performance remained steady with AUM growth of 22% YoY, steady NIMs (~9%), marginal normalization in credit costs (1.92%), and robust profitability (RoE of 19.7%)Management has indicated improvement in credit costs during FY27 to sub-1.8%, along with pick-up in the MSME segmentContent 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.

HSIE Results Daily: Bajaj Finance, Aditya Birla Capital, Mankind Pharma...

HSIE Results Daily: Bajaj Finance, Aditya Birla Capital, Mankind Pharma, Aarti Industries

<ul><li>The US has decided to reduce the reciprocal tariff on Indian goods to 18% from the earlier 50%.</li><li>The trade deal is structurally positive for India’s medium-term growth and external stability.</li><li>Improved market access and tariff certainty are likely to boost exports, support manufacturing investment, and strengthen inflows of foreign direct investment (FDI). </li></ul>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.

The US has decided to reduce the reciprocal tariff on Indian goods to 18% from the earlier 50%.The trade deal is structurally positive for India’s medium-term growth and external stability.Improved market access and tariff certainty are likely to boost exports, support manufacturing investment, and strengthen inflows of foreign direct investment (FDI). 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.

India

Aarti Industries Limited develops and manufactures basic bulk chemicals, dyes and pigment intermediates, pharmaceuticals and agrochemicals, rubber chemicals, surfactant intermediates, and specialty chemicals. The company sells its products in India and elsewhere throughout the world.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Aarti Industries (ARTO IN)

Chemical Sector Update: Middle East Disruption Triggers Cost Shock for Indian Chemical Sector

The escalating geopolitical tensions in the Middle East region have inflicted a structural shock on global energy and chemical supply chains.

Axis Direct

HSIE Results Daily: Bajaj Finance, Aditya Birla Capital, Mankind Pharma...

Bajaj Finance’s (BAF) Q3FY26 PAT declined by 6% YoY due to accelerated provisioning of INR 14bn (0.3% of gross advances), given the implementation...

HDFC Securities

HSIE Results Daily: Bajaj Finance, Aditya Birla Capital, Mankind Pharma, Aarti Industries

Bajaj Finance’s (BAF) Q3FY26 PAT declined by 6% YoY due to accelerated provisioning of INR 14bn (0.3% of gross advances), given the implementation...

HDFC Securities

Impact of India-US Trade Deal

The US has decided to reduce the reciprocal tariff on Indian goods to 18% from the earlier 50%. The trade deal is structurally positive for India’s...

Axis Direct

Impact of India-US Trade Deal

The US has decided to reduce the reciprocal tariff on Indian goods to 18% from the earlier 50%. The trade deal is structurally positive for India’s...

Axis Direct

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)