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>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>Our esteemed Finance Minister Nirmala Sitharaman presented the Union Budget 2024-25 today, marking the seventh consecutive budget under her leadership.</li><li>The Finance Minister has set the stage for "Viksit Bharat" through the comprehensive development of the Indian economy, emphasizing infrastructure enhancement, fiscal prudence, and welfare schemes for rural India.</li><li>The focus is on inclusive growth, highlighting four major pillars: Youth, Women, the Poor, and Farmers. </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.

Our esteemed Finance Minister Nirmala Sitharaman presented the Union Budget 2024-25 today, marking the seventh consecutive budget under her leadership.The Finance Minister has set the stage for "Viksit Bharat" through the comprehensive development of the Indian economy, emphasizing infrastructure enhancement, fiscal prudence, and welfare schemes for rural India.The focus is on inclusive growth, highlighting four major pillars: Youth, Women, the Poor, and Farmers. 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 Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

<ul>
<li>Reliance Retail Ventures will launch Shein in India, four years after its ban</li>
<li>Indian Railways plans 10,000 non-AC coaches by 2025-26 to alleviate overcrowding issues</li>
<li>The coal sector achieved a notable 10.2% growth in May, leading key infrastructure industries</li>
</ul>


Reliance Retail Ventures will launch Shein in India, four years after its ban
Indian Railways plans 10,000 non-AC coaches by 2025-26 to alleviate overcrowding issues
The coal sector achieved a notable 10.2% growth in May, leading key infrastructure industries


#25 India Insight: LIC Stake in IDFC, INOX Wind Soars 13%, Reliance Retail to Launch Shein IPO

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Event-Driven

<ul>
<li>Union Minister Joshi directed WIPPA and IWTMA to submit a detailed assessment of repowerable old turbines nationwide within 30 days, targeting 75–80 GW of grid-stabilizing repowered capacity over three years.</li>
<li>A ministerial-level stocktake signals intent to convert eligible capacity into actual bid pipelines, structurally benefiting domestic OEMs already dominating 50%+ of annual order flow.</li>
<li>Repowering adds an incremental demand layer on top of an already strong greenfield cycle. Suzlon and Inox Wind are the primary listed beneficiaries.</li>
</ul>


Union Minister Joshi directed WIPPA and IWTMA to submit a detailed assessment of repowerable old turbines nationwide within 30 days, targeting 75–80 GW of grid-stabilizing repowered capacity over three years.
A ministerial-level stocktake signals intent to convert eligible capacity into actual bid pipelines, structurally benefiting domestic OEMs already dominating 50%+ of annual order flow.
Repowering adds an incremental demand layer on top of an already strong greenfield cycle. Suzlon and Inox Wind are the primary listed beneficiaries.


India's Repowering Mandate: A 25 GW Structural Tailwind for Suzlon and Inox Wind

Equity Bottom-Up

<ul><li>FY25 was a turnaround year for Inox Wind Ltd. (IWL) with revenues more than doubling YoY and PAT standing at Rs 438 Cr (vs. a loss in FY24), while the balance sheet transitioned to a net cash position post the merger with Inox Wind Energy Ltd.</li><li>The company’s order book is now at a record high of ~3.1 GW, which provides good revenue visibility.</li><li>The commissioning of a nacelle and hub facility, backward integration into cranes and transformers, and progress on the 4.X MW platform enhance the company’s execution capability and margins. </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 turnaround year for Inox Wind Ltd. (IWL) with revenues more than doubling YoY and PAT standing at Rs 438 Cr (vs. a loss in FY24), while the balance sheet transitioned to a net cash position post the merger with Inox Wind Energy Ltd.The company’s order book is now at a record high of ~3.1 GW, which provides good revenue visibility.The commissioning of a nacelle and hub facility, backward integration into cranes and transformers, and progress on the 4.X MW platform enhance the company’s execution capability and margins. 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 Annual Analysis: Inox Wind - Deleveraged, Diversified, and Ready to Deliver!

India

Inox Wind Ltd. is a major Indian wind energy solutions provider, manufacturing Wind Turbine Generators (WTGs) and offering related services such as erection, procurement, commissioning (EPC), and operations & maintenance (O&M) for wind power projects. The company provides end-to-end turnkey solutions, including wind resource assessment, land acquisition, and site infrastructure development. Inox Wind was founded in 2009 and is headquartered in Noida, India.

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Inox Wind (INXW 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

Post Budget Analysis and Stock Ideas

Our esteemed Finance Minister Nirmala Sitharaman presented the Union Budget 2024-25 today, marking the seventh consecutive budget under her...

Axis Direct

#25 India Insight: LIC Stake in IDFC, INOX Wind Soars 13%, Reliance Retail to Launch Shein IPO

Reliance Retail Ventures to bring back Shein in India, Indian Railways to add 10,000 non-AC coaches, coal sector sees 10.2% growth in May.

Sudarshan Bhandari

India's Repowering Mandate: A 25 GW Structural Tailwind for Suzlon and Inox Wind

Union Minister Joshi directs assessment of repowerable old turbines nationwide, targeting 75-80 GW of grid-stabilizing capacity over 3 years,...

Nimish Maheshwari

Axis Annual Analysis: Inox Wind - Deleveraged, Diversified, and Ready to Deliver!

FY25 was a turnaround year for Inox Wind Ltd. (IWL) with revenues more than doubling YoY and PAT standing at Rs 438 Cr (vs. a loss in FY24)

Axis Direct

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Market Cap (USDm)

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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

Post Budget Analysis and Stock Ideas

Our esteemed Finance Minister Nirmala Sitharaman presented the Union Budget 2024-25 today, marking the seventh consecutive budget under her...

Axis Direct

#25 India Insight: LIC Stake in IDFC, INOX Wind Soars 13%, Reliance Retail to Launch Shein IPO

​Reliance Retail Ventures to bring back Shein in India, Indian Railways to add 10,000 non-AC coaches, coal sector sees 10.2% growth in May.

Sudarshan Bhandari

India's Repowering Mandate: A 25 GW Structural Tailwind for Suzlon and Inox Wind

​Union Minister Joshi directs assessment of repowerable old turbines nationwide, targeting 75-80 GW of grid-stabilizing capacity over 3 years,...

Nimish Maheshwari

Axis Annual Analysis: Inox Wind - Deleveraged, Diversified, and Ready to Deliver!

FY25 was a turnaround year for Inox Wind Ltd. (IWL) with revenues more than doubling YoY and PAT standing at Rs 438 Cr (vs. a loss in FY24)

Axis Direct

Reliance Retail Ventures to bring back Shein in India, Indian Railways to add 10,000 non-AC coaches, coal sector sees 10.2% growth in May.

Union Minister Joshi directs assessment of repowerable old turbines nationwide, targeting 75-80 GW of grid-stabilizing capacity over 3 years,...