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.

Equity Bottom-Up

<ul><li>Capacity Ramp-Up: Installed capacity grew by 872 MW, up 8%/24% YoY/QoQ to 14.5 GW in Q1FY27, led by organic RE capacity additions, including hybrid projects.</li><li>On a YTD basis (till 8th July, 2026), capacity addition reached 1,081 MW comprising 442 MW solar, 381 MW hybrid, 150 MW hydro (Tidong, commissioned ahead of the Oct'26 schedule to capture the ongoing hydrology season) and 108 MW wind and covering 36% of the FY27 guidance of 3 GW, already exceeding ~87% of the total organic capacity added in entire FY26.</li><li>Total locked-in capacity now stands at 32.4 GW (14.5 GW operational, 13.6 GW under construction and 4.3 GW under pipeline), providing clear visibility to the target of 30 GW by 2030.</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.

Capacity Ramp-Up: Installed capacity grew by 872 MW, up 8%/24% YoY/QoQ to 14.5 GW in Q1FY27, led by organic RE capacity additions, including hybrid projects.On a YTD basis (till 8th July, 2026), capacity addition reached 1,081 MW comprising 442 MW solar, 381 MW hybrid, 150 MW hydro (Tidong, commissioned ahead of the Oct'26 schedule to capture the ongoing hydrology season) and 108 MW wind and covering 36% of the FY27 guidance of 3 GW, already exceeding ~87% of the total organic capacity added in entire FY26.Total locked-in capacity now stands at 32.4 GW (14.5 GW operational, 13.6 GW under construction and 4.3 GW under pipeline), providing clear visibility to the target of 30 GW by 2030.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.

JSW Energy Ltd - Decent Q1; On Track to Meet Its Capacity Targets

<ul><li>Capacity Ramp-Up: Installed capacity grew by 118 MW, up 24%/1% YoY/QoQ to 13.5 GW in Q4FY26, led by organic RE capacity additions, including hybrid projects.</li><li>In FY26, 2.6 GW of capacity was added, comprising 1.3 GW of organic additions (240 MW Wind, 305 MW Solar, 451 MW Hybrid, 240 MW Hydro) and 1.3 GW inorganic (O2 Power RE assets).</li><li>Total locked-in capacity now stands at 32.1 GW (13.5 GW operational, 14 GW under construction and 4.6 GW under pipeline), providing clear visibility to the target of 30 GW by 2030. </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.

Capacity Ramp-Up: Installed capacity grew by 118 MW, up 24%/1% YoY/QoQ to 13.5 GW in Q4FY26, led by organic RE capacity additions, including hybrid projects.In FY26, 2.6 GW of capacity was added, comprising 1.3 GW of organic additions (240 MW Wind, 305 MW Solar, 451 MW Hybrid, 240 MW Hydro) and 1.3 GW inorganic (O2 Power RE assets).Total locked-in capacity now stands at 32.1 GW (13.5 GW operational, 14 GW under construction and 4.6 GW under pipeline), providing clear visibility to the target of 30 GW by 2030. 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.

JSW Energy Ltd - 30 GW Roadmap on Track; Execution and Leverage Key Monitorable

<ul><li>Capacity Ramp-Up: Installed capacity grew by 125 MW, up 64%/1% YoY/QoQ to 13.3 GW in Q3FY26, led by organic RE capacity additions, including hybrid projects.</li><li>The company added 5.2 GW over the past 12 months, comprising 3.1 GW RE and 2.1 GW thermal.</li><li>This includes inorganic capacity additions of 1.5 GW in renewables and 1.8 GW in thermal. </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.

Capacity Ramp-Up: Installed capacity grew by 125 MW, up 64%/1% YoY/QoQ to 13.3 GW in Q3FY26, led by organic RE capacity additions, including hybrid projects.The company added 5.2 GW over the past 12 months, comprising 3.1 GW RE and 2.1 GW thermal.This includes inorganic capacity additions of 1.5 GW in renewables and 1.8 GW in thermal. 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.

JSW Energy Ltd - Steady Q3; Long-Term Visibility Strong

<ul><li>Installed Capacity grew by 443 MW, up 3% QoQ (up 71% YoY) to 13.2 GW in Q2FY26, led by organic RE capacity additions (240 MW Kutehr Hydro, 148 MW Wind, and 56 MW Solar).</li><li>Installed capacity will reach 15 GW+ by the end of FY26, and it will grow by 20% CAGR to 30.5 GW by 2030, which is now already locked in.</li><li>It has 12.5 GW of capacity under construction, all of which is fully tied up under long-term PPA, and the majority (~10.9 GW) of the underconstruction 12.5 GW is RE capacity. </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.

Installed Capacity grew by 443 MW, up 3% QoQ (up 71% YoY) to 13.2 GW in Q2FY26, led by organic RE capacity additions (240 MW Kutehr Hydro, 148 MW Wind, and 56 MW Solar).Installed capacity will reach 15 GW+ by the end of FY26, and it will grow by 20% CAGR to 30.5 GW by 2030, which is now already locked in.It has 12.5 GW of capacity under construction, all of which is fully tied up under long-term PPA, and the majority (~10.9 GW) of the underconstruction 12.5 GW is RE capacity. 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.

JSW Energy Ltd - Decent Q2; On Track to Meet Its Capacity Targets

Thematic (Sector/Industry)

<ul><li>A Year of Volatility and Market Underperformance: Samvat 2081 was a challenging year for the Indian equity market, with the Indian market underperforming global and emerging markets for the first time since the Covid-19 era.</li><li>In the last one-year, our market witnessed a roller coaster ride marked by extreme volatility in the first half of the SAMVAT, and our Largecap index - Nifty 50, corrected by 16% till 28th Feb’25 from the 26th Sep’24 Peak.</li><li>Over this same time, the broader market corrected a bit deeper while the Mid and Smallcap indices saw a correction of 21% and 25% respectively. </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 Year of Volatility and Market Underperformance: Samvat 2081 was a challenging year for the Indian equity market, with the Indian market underperforming global and emerging markets for the first time since the Covid-19 era.In the last one-year, our market witnessed a roller coaster ride marked by extreme volatility in the first half of the SAMVAT, and our Largecap index - Nifty 50, corrected by 16% till 28th Feb’25 from the 26th Sep’24 Peak.Over this same time, the broader market corrected a bit deeper while the Mid and Smallcap indices saw a correction of 21% and 25% respectively. 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

JSW Energy Limited is an Indian power company primarily engaged in power generation, transmission, and trading. The company operates a diversified portfolio of thermal, hydro, wind, and solar power assets, and is expanding into new energy frontiers like green hydrogen and battery energy storage systems. JSW Energy was founded in 1994 and is headquartered in Mumbai, Maharashtra, India.

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

JSW Energy (JSW IN)

JSW Energy Ltd - Decent Q1; On Track to Meet Its Capacity Targets

Installed capacity grew by 872 MW, up 8%/24% YoY/QoQ to 14.5 GW in Q1FY27, led by organic RE capacity additions, including hybrid projects.

Axis Direct

JSW Energy Ltd - 30 GW Roadmap on Track; Execution and Leverage Key Monitorable

Capacity Ramp-Up: Installed capacity grew by 118 MW, up 24%/1% YoY/QoQ to 13.5 GW in Q4FY26, led by organic RE capacity additions, including hybrid...

Axis Direct

JSW Energy Ltd - Steady Q3; Long-Term Visibility Strong

Capacity Ramp-Up: Installed capacity grew by 125 MW, up 64%/1% YoY/QoQ to 13.3 GW in Q3FY26, led by organic RE capacity additions, including hybrid...

Axis Direct

JSW Energy Ltd - Decent Q2; On Track to Meet Its Capacity Targets

Installed Capacity grew by 443 MW, up 3% QoQ (up 71% YoY) to 13.2 GW in Q2FY26, led by organic RE capacity additions (240 MW Kutehr Hydro, 148 MW...

Axis Direct

Axis Diwali Muhurat Picks: SAMVAT 2082

Samvat 2081 was a challenging year for the Indian equity market, with the Indian market underperforming global and emerging markets for the first...

Axis Direct

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)