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. 

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<ul><li>The escalation of the US–Iran conflict has triggered a sharp spike in crude oil prices and LPG shortages, leading to broad-based input cost inflation across consumption sectors.</li><li>Given the high linkage of crude derivatives to packaging, logistics, and raw materials, the situation is expected to compress margins, delay demand recovery, and disrupt supply chains.</li><li>FMCG: Margin vs demand trade-off </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 escalation of the US–Iran conflict has triggered a sharp spike in crude oil prices and LPG shortages, leading to broad-based input cost inflation across consumption sectors.Given the high linkage of crude derivatives to packaging, logistics, and raw materials, the situation is expected to compress margins, delay demand recovery, and disrupt supply chains.FMCG: Margin vs demand trade-off 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.

<ul><li>US-Iran Conflict: Impact on Consumption Sectors</li><li>The escalation of the US–Iran conflict has triggered a sharp spike in crude oil prices and LPG shortages, leading to broad-based input cost inflation across consumption sectors.</li><li>Given the high linkage of crude derivatives to packaging, logistics, and raw materials, the situation is expected to compress margins, delay demand recovery, and disrupt supply chains.</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.

US-Iran Conflict: Impact on Consumption SectorsThe escalation of the US–Iran conflict has triggered a sharp spike in crude oil prices and LPG shortages, leading to broad-based input cost inflation across consumption sectors.Given the high linkage of crude derivatives to packaging, logistics, and raw materials, the situation is expected to compress margins, delay demand recovery, and disrupt supply chains.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.

<ul><li>Market Recap: Sharp Correction Amid Global Shock: Indian equities witnessed a sharp correction in March 2026, with the Nifty declining more than 11% and broader markets underperforming, driven by a confluence of global and domestic headwinds.</li><li>The sell-off was triggered primarily by escalating geopolitical tensions in the Middle East, which pushed crude oil prices above $100–110/bbl, alongside persistent FII outflows and rising global risk aversion.</li><li>The correction was broad-based across large-cap, mid-cap, and small-cap segments. Importantly, this drawdown has brought valuations closer to historical averages after a period of premium valuations</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.

Market Recap: Sharp Correction Amid Global Shock: Indian equities witnessed a sharp correction in March 2026, with the Nifty declining more than 11% and broader markets underperforming, driven by a confluence of global and domestic headwinds.The sell-off was triggered primarily by escalating geopolitical tensions in the Middle East, which pushed crude oil prices above $100–110/bbl, alongside persistent FII outflows and rising global risk aversion.The correction was broad-based across large-cap, mid-cap, and small-cap segments. Importantly, this drawdown has brought valuations closer to historical averages after a period of premium valuationsContent 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.

<ul><li>Q3FY26 Earnings Review: Gradual Recovery with Sectoral Divergence: Q3FY26 Nifty earnings trends suggest gradual normalisation with 7% YoY growth for NIFTY50, while Nifty500 and Nifty Small Cap 250 growth stood at 13% and 29% respectively.</li><li>Financials delivered steady performance supported by robust credit growth and stable asset quality.</li><li>Capital goods and infrastructure names reported strong order inflows, reflecting continued momentum in public and private capex. </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.

Q3FY26 Earnings Review: Gradual Recovery with Sectoral Divergence: Q3FY26 Nifty earnings trends suggest gradual normalisation with 7% YoY growth for NIFTY50, while Nifty500 and Nifty Small Cap 250 growth stood at 13% and 29% respectively.Financials delivered steady performance supported by robust credit growth and stable asset quality.Capital goods and infrastructure names reported strong order inflows, reflecting continued momentum in public and private capex. 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.

Axis Top Picks for the month of March 2026

<ul><li>India enters Feb’26 with markets navigating a complex backdrop of strong domestic growth projections, external volatility, currency weakness, and significant policy catalysts.</li><li>According to the recently tabled Economic Survey, India’s real GDP is projected to expand 6.8–7.2% in FY 27, driven by robust domestic demand and sustained capital expenditure, underscoring the economy’s resilience even as global conditions remain uneven.</li><li>Despite this solid growth outlook, equity markets have exhibited caution and volatility, with benchmark indices like the Nifty 50 down through January and sentiment tempered by persisten</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.

India enters Feb’26 with markets navigating a complex backdrop of strong domestic growth projections, external volatility, currency weakness, and significant policy catalysts.According to the recently tabled Economic Survey, India’s real GDP is projected to expand 6.8–7.2% in FY 27, driven by robust domestic demand and sustained capital expenditure, underscoring the economy’s resilience even as global conditions remain uneven.Despite this solid growth outlook, equity markets have exhibited caution and volatility, with benchmark indices like the Nifty 50 down through January and sentiment tempered by persistenContent 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.

Axis Top Picks for the month of February 2026

India

Avenue Supermarts Limited, operating as D-Mart, is an Indian retail corporation that runs a chain of hypermarkets and supermarkets. The company offers a wide range of basic home and personal products, including food, groceries, toiletries, beauty products, garments, kitchenware, and home appliances. Avenue Supermarts was founded in 2000 and is headquartered in Mumbai, Maharashtra, India.

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Avenue Supermarts (DMART IN)

Sector Update: Consumption

The escalation of the US–Iran conflict has triggered a sharp spike in crude oil prices and LPG shortages, leading to broad-based input cost...

Axis Direct

Sector Update: Consumption

The escalation of the US–Iran conflict has triggered a sharp spike in crude oil prices and LPG shortages, leading to broad-based input cost...

Axis Direct

Axis Top Picks - April 2026

Indian equities witnessed a sharp correction in March 2026, with the Nifty declining more than 11% and broader markets underperforming...

Axis Direct

Axis Top Picks for the month of March 2026

Gradual Recovery with Sectoral Divergence: Q3FY26 Nifty earnings trends suggest gradual normalisation with 7% YoY growth for NIFTY50

Axis Direct

Axis Top Picks for the month of February 2026

India enters Feb’26 with markets navigating a complex backdrop of strong domestic growth projections, external volatility, currency weakness, and...

Axis Direct

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