External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

External broker reports(aggregated public sources)

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund 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>DLF: DLF reported a stable quarter with pre-sales of INR 20.3bn (+39.1%/-83.2% YoY/QoQ), largely on the back of sustenance sales from recently-launched Dahilas</li><li>Collections improved significantly, led by robust bookings, to INR 33.2bn (+50.6%/+6.5% YoY/QoQ)</li><li>Moreover, it is heading towards the launch of the Mumbai project, along with Privana North in Q1FY26, following its next uber luxury project DLF 5 at the end of this fiscal, which should further improve 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.

DLF: DLF reported a stable quarter with pre-sales of INR 20.3bn (+39.1%/-83.2% YoY/QoQ), largely on the back of sustenance sales from recently-launched DahilasCollections improved significantly, led by robust bookings, to INR 33.2bn (+50.6%/+6.5% YoY/QoQ)Moreover, it is heading towards the launch of the Mumbai project, along with Privana North in Q1FY26, following its next uber luxury project DLF 5 at the end of this fiscal, which should further improve marginsContent 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.

HSIE Results Daily: DLF, Torrent Pharma, Dixon Technologies, Zydus Lifesciences...

<ul><li>Dixon Technologies: Dixon reported yet another quarter of strong operational performance with revenue/EBITDA growing by 117%/112% (+7%/+8% vs HSIE), led by 2.9x growth in the mobile &amp; EMS division revenues (ramp in volumes with existing customers and consolidation of the Ismartu acquisition)</li><li>Having achieved c.21mn smartphones in 9M, Dixon remains on track to close the year with c 30mn units</li><li>Commercialization of the display module facility remains on track to go online in 1HFY26 while it continues to look to further deepen backward integration capabilities through partnerships for precision components, mechanicals, camera modules, and battery packs</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.

Dixon Technologies: Dixon reported yet another quarter of strong operational performance with revenue/EBITDA growing by 117%/112% (+7%/+8% vs HSIE), led by 2.9x growth in the mobile &amp; EMS division revenues (ramp in volumes with existing customers and consolidation of the Ismartu acquisition)Having achieved c.21mn smartphones in 9M, Dixon remains on track to close the year with c 30mn unitsCommercialization of the display module facility remains on track to go online in 1HFY26 while it continues to look to further deepen backward integration capabilities through partnerships for precision components, mechanicals, camera modules, and battery packsContent 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.

HSIE Results Daily: Dixon Technologies, Supreme Industries, Karur Vysya Bank, Can Fin Homes

External broker reports(aggregated public sources), Emkay Global Financial Services Limited

Emkay

Emkay Global Financial Services Limited

Emkay Global Financial Services Ltd. is a leader in the financial services sector, actively creating wealth for our clients for over two decades. 

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>Karur Vysya Bank (KVB) continues to deliver strong earnings growth with PAT at Rs4.7bn and peer-best RoA at ~1.7%, driven by strong and stable margins @4.1%, contained opex, and higher recoveries from w-offs.</li><li>Credit growth moderated a bit to 14.6% due to the bank’s strategy to pull-out from the low yielding corporate book and deceleration in the PL/VF book; however, it continues to grow its secured LAP/GL book.</li><li>Improvement in overall asset quality is maintained with GNPA ratio reducing to a low of 1.1%/NNPA at 0.3%, while shoring-up specific PCR to 75% and also building contingent/floating provision buffers.</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.

Karur Vysya Bank (KVB) continues to deliver strong earnings growth with PAT at Rs4.7bn and peer-best RoA at ~1.7%, driven by strong and stable margins @4.1%, contained opex, and higher recoveries from w-offs.Credit growth moderated a bit to 14.6% due to the bank’s strategy to pull-out from the low yielding corporate book and deceleration in the PL/VF book; however, it continues to grow its secured LAP/GL book.Improvement in overall asset quality is maintained with GNPA ratio reducing to a low of 1.1%/NNPA at 0.3%, while shoring-up specific PCR to 75% and also building contingent/floating provision buffers.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.

Karur Vysya Bank - Best-In-Class Performance Continues

<ul><li>Infosys: Infosys (INFO) delivered a strong Q2 top-line leading to the anticipated guidance increase for FY25E</li><li>INFO outperformed peers in Q2FY25 on anticipated lines (Infosys update: On your marks, get set…), driven by improved demand in BFSI (seven large deals) and an uptick in short-cycle/small to mid-sized deals</li><li>Management commentary pointed to a stable demand environment and an uptick in discretionary in parts of the BFSI vertical</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.

Infosys: Infosys (INFO) delivered a strong Q2 top-line leading to the anticipated guidance increase for FY25EINFO outperformed peers in Q2FY25 on anticipated lines (Infosys update: On your marks, get set…), driven by improved demand in BFSI (seven large deals) and an uptick in short-cycle/small to mid-sized dealsManagement commentary pointed to a stable demand environment and an uptick in discretionary in parts of the BFSI verticalContent 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.

HSIE Results Daily: Infosys, Axis Bank, Wipro, LTIMindtree, Mphasis, Karur Vysya Bank

<ul><li>Bajaj Auto: Driven by a better mix, Bajaj Auto’s Q1 PAT at INR19.9bn was ahead of our estimate</li><li>There has been an uptick in prices of aluminum, copper, rubber, and metals like rhodium and platinum, which has been offset by steady prices of steel, nickel, lead, and palladium and the company’s cost reduction initiatives</li><li>Price increases taken in the ICE portfolio offset the price reduction taken in the electric portfolio</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.

Bajaj Auto: Driven by a better mix, Bajaj Auto’s Q1 PAT at INR19.9bn was ahead of our estimateThere has been an uptick in prices of aluminum, copper, rubber, and metals like rhodium and platinum, which has been offset by steady prices of steel, nickel, lead, and palladium and the company’s cost reduction initiativesPrice increases taken in the ICE portfolio offset the price reduction taken in the electric portfolioContent 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.

HSIE Results Daily: Bajaj Auto, LTIMindtree, L&T Technology Services, Karur Vysya Bank, Mastek

India

Karur Vysya Bank Ltd. provides a full range of commercial banking services for retail and institutional customers. The Bank offers mutual funds, insurance, personal loan, fixed deposits, internet banking, gold and silver, lockers, credit cards, and agricultural finance. Karur Vysya Bank serves customers throughout India.

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Karur Vysya Bank (KVB IN)

HSIE Results Daily: DLF, Torrent Pharma, Dixon Technologies, Zydus Lifesciences...

DLF reported a stable quarter with pre-sales of INR 20.3bn (+39.1%/-83.2% YoY/QoQ), largely on the back of sustenance sales from recently-launched...

HDFC Securities

HSIE Results Daily: Dixon Technologies, Supreme Industries, Karur Vysya Bank, Can Fin Homes

Dixon reported yet another quarter of strong operational performance with revenue/EBITDA growing by 117%/112% (+7%/+8% vs HSIE)

HDFC Securities

Karur Vysya Bank - Best-In-Class Performance Continues

Karur Vysya Bank (KVB) continues to deliver strong earnings growth with PAT at Rs4.7bn and peer-best RoA at ~1.7%, driven by strong and stable...

Emkay

HSIE Results Daily: Infosys, Axis Bank, Wipro, LTIMindtree, Mphasis, Karur Vysya Bank

INFO outperformed peers in Q2FY25 on anticipated lines (Infosys update: On your marks, get set…), driven by improved demand in BFSI (seven large...

HDFC Securities

HSIE Results Daily: Bajaj Auto, LTIMindtree, L&T Technology Services, Karur Vysya Bank, Mastek

Bajaj Auto: Driven by a better mix, Bajaj Auto’s Q1 PAT at INR19.9bn was ahead of our estimate. There has been an uptick in prices of aluminum,...

HDFC Securities

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