Axis Top Picks for the month of July 2025
Our Top Picks Basket has delivered an impressive return of 336% since its inception (May’20), which stands well above the 175% return delivered by...
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Top Conviction Ideas - “Banks, Financial Services and Insurance (BFSI)”
Banks (incl. SFBs) credit growth was marginally below our estimates, delivering an 11% YoY (vs our expectation of ~12% YoY) growth as banks exit...
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HSIE Results Daily: Bajaj Finance, Trent, Ambuja Cement, Oberoi Realty, IndiaMART InterMESH
Bajaj Finance’s (BAF) Q4FY25 earnings missed our estimates on account of elevated credit costs (2.3% annualised), despite steady AUM growth (+26%...
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Q4FY25 Earnings Preview - Banks, Financial Services and Insurance (BFSI)
We would watch out for management commentary on growth trajectory in FY26 and direction for recovery in the unsecured segments, particularly MFI...
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Quarterly Flipbook: Diminishing growth, downgrades intensify across sectors
The aggregate performance of the Q3FY25 earnings season was subdued, in line with expectations, but reflected marginal improvement on a QoQ basis,...
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