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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Thematic (Sector/Industry)

<ul><li>Samvat 2080 has proven to be a remarkable period for the Indian equity market, marked by the continuous achievement of new milestones each quarter.</li><li>Notably, our benchmark index, the Nifty 50, reached the historic milestone of 26,216 on September 26, 2024, for the first time ever.</li><li>This achievement has propelled the Indian market capitalization to surpass the $5 Trillion mark, positioning it as the fourth largest market globally. </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.

Samvat 2080 has proven to be a remarkable period for the Indian equity market, marked by the continuous achievement of new milestones each quarter.Notably, our benchmark index, the Nifty 50, reached the historic milestone of 26,216 on September 26, 2024, for the first time ever.This achievement has propelled the Indian market capitalization to surpass the $5 Trillion mark, positioning it as the fourth largest market globally. 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>Chemicals &amp; Agrochemicals: In Q2FY25, most specialty chemical companies under coverage are expected to show marginally improved performance, although demand recovery remains subdued and weak pricing persists.</li><li>Volume growth is anticipated compared to the previous quarter, which was affected by several headwinds, including weak demand (with exceptions in a few segments), logistical challenges at ports, and adverse weather conditions.</li><li>Growth prospects remain uncertain as a clear upward trend has yet to emerge.</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.

Chemicals &amp; Agrochemicals: In Q2FY25, most specialty chemical companies under coverage are expected to show marginally improved performance, although demand recovery remains subdued and weak pricing persists.Volume growth is anticipated compared to the previous quarter, which was affected by several headwinds, including weak demand (with exceptions in a few segments), logistical challenges at ports, and adverse weather conditions.Growth prospects remain uncertain as a clear upward trend has yet to emerge.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.

Q2FY25 Earnings Preview - Chemicals, Capital Goods and Midcaps

Equity Bottom-Up

<ul><li>FY25 was a landmark year for Gravita, delivering record performance across key financial metrics, including Revenue, EBITDA, and PAT.</li><li>Over the last five years, the company has maintained a strong growth trajectory with a revenue CAGR of 23% and a PAT CAGR of 57%.</li><li>During the year, Gravita successfully executed a Qualified Institutional Placement (QIP) of Rs 1,000 Cr, which was oversubscribed by 3.5 times. </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.

FY25 was a landmark year for Gravita, delivering record performance across key financial metrics, including Revenue, EBITDA, and PAT.Over the last five years, the company has maintained a strong growth trajectory with a revenue CAGR of 23% and a PAT CAGR of 57%.During the year, Gravita successfully executed a Qualified Institutional Placement (QIP) of Rs 1,000 Cr, which was oversubscribed by 3.5 times. 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.

Gravita India Ltd - Strategically Positioned to Capitalise on Emerging Opportunities

<ul><li>Volume Growth in Lead and Aluminium: The company delivered a strong operational performance, with overall volumes rising 12% YoY and revenue increasing by 15% YoY.</li><li>This was primarily led by a substantial 96% YoY jump in aluminium volumes and a 10% YoY increase in lead volumes.</li><li>Value-added products contributed 47% of the revenue mix for the quarter. </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.

Volume Growth in Lead and Aluminium: The company delivered a strong operational performance, with overall volumes rising 12% YoY and revenue increasing by 15% YoY.This was primarily led by a substantial 96% YoY jump in aluminium volumes and a 10% YoY increase in lead volumes.Value-added products contributed 47% of the revenue mix for the quarter. 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.

Gravita India Ltd. - Sustained Momentum in Revenue and Profitability; Maintain BUY

<ul><li>A. Conducive Regulatory Environment: The implementation of Environmental Compensation (EC) for EPR non-compliance and stricter BWMR, led to a 60% increase in domestically sourced scrap, reaching 43%.</li><li>The increase in domestic scrap availability is expected to sustain as automotive battery manufacturers are now mandated to collect and recycle ~90% of the batteries placed by them three years ago in FY26 (up from ~70% in FY25).</li><li>This is likely to further increase the market share of organised players.</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.

A. Conducive Regulatory Environment: The implementation of Environmental Compensation (EC) for EPR non-compliance and stricter BWMR, led to a 60% increase in domestically sourced scrap, reaching 43%.The increase in domestic scrap availability is expected to sustain as automotive battery manufacturers are now mandated to collect and recycle ~90% of the batteries placed by them three years ago in FY26 (up from ~70% in FY25).This is likely to further increase the market share of organised players.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.

Pick of the Week: Gravita India -  05th July, 2025

India

Gravita India is a global recycling company specializing in the recycling of lead, aluminum, plastic, lithium-ion batteries, and waste tires through environmentally responsible processes. The company also provides turnkey recycling solutions globally. It was founded in 1992 and is headquartered in Jaipur, India.

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Gravita India (GRAV IN)

Diamonds In The Dust - Samvat 2081

Samvat 2080 has proven to be a remarkable period for the Indian equity market, marked by the continuous achievement of new milestones each quarter.

Axis Direct

Q2FY25 Earnings Preview - Chemicals, Capital Goods and Midcaps

In Q2FY25, most specialty chemical companies under coverage are expected to show marginally improved performance, although demand recovery remains...

Axis Direct

Gravita India Ltd - Strategically Positioned to Capitalise on Emerging Opportunities

FY25 was a landmark year for Gravita, delivering record performance across key financial metrics, including Revenue, EBITDA, and PAT.

Axis Direct

Gravita India Ltd. - Sustained Momentum in Revenue and Profitability; Maintain BUY

Volume Growth in Lead and Aluminium: The company delivered a strong operational performance, with overall volumes rising 12% YoY and revenue...

Axis Direct

Pick of the Week: Gravita India - 05th July, 2025

The implementation of Environmental Compensation (EC) for EPR non-compliance and stricter BWMR, led to a 60% increase in domestically sourced...

Axis Direct

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