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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Equity Bottom-Up

<ul><li>Healthy Deal Pipeline, but Macro Headwinds Persist: KPIT continues to strengthen its growth outlook through a healthy deal pipeline, with Q1FY27 TCV of US$257 Mn, driven by Connected Cars, Autonomous Systems, and After-Sales Transformation.</li><li>Moreover, the company is broadening its customer base by adding new OEMs across Japan, Korea, Europe, the US, and the commercial vehicle segment, reducing its dependence on a few large clients.</li><li>Despite these deal wins, the company continues to face rising competition from Chinese OEMs in European markets, input cost inflation driven by geopolitical conflicts, and tariff-related uncertainties in the US. </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.

Healthy Deal Pipeline, but Macro Headwinds Persist: KPIT continues to strengthen its growth outlook through a healthy deal pipeline, with Q1FY27 TCV of US$257 Mn, driven by Connected Cars, Autonomous Systems, and After-Sales Transformation.Moreover, the company is broadening its customer base by adding new OEMs across Japan, Korea, Europe, the US, and the commercial vehicle segment, reducing its dependence on a few large clients.Despite these deal wins, the company continues to face rising competition from Chinese OEMs in European markets, input cost inflation driven by geopolitical conflicts, and tariff-related uncertainties in the US. 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.

KPIT Technologies Ltd - Near-Term Softness; Growth Recovery Expected from H2FY27

<ul>
<li>Europe emerged as a primary growth driver during Q3, showing early signs of a turnaround, while the US showed a sequential decline.</li>
<li>Nevertheless, India and China continue to show long-term traction.</li>
<li>Overall, OEM spending remained under pressure due to supply chain issues, geopolitical uncertainties, and tariff-related ambiguity. </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.


Europe emerged as a primary growth driver during Q3, showing early signs of a turnaround, while the US showed a sequential decline.
Nevertheless, India and China continue to show long-term traction.
Overall, OEM spending remained under pressure due to supply chain issues, geopolitical uncertainties, and tariff-related ambiguity. 

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.

KPIT Technologies Ltd - Soft Quarter; Solution-Based Transformation

<ul><li>Macro Environment Outlook: The overall macro environment has shown a marked improvement, with uncertainty levels reducing by over 50% compared to Q4FY25.</li><li>Europe displayed strong traction during the quarter as clients began transitioning their supply chains from local to more globally integrated ecosystems.</li><li>Deal Wins/Pipeline: The company announced a major multi-year, multi-domain deal from a leading European OEM. </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.

Macro Environment Outlook: The overall macro environment has shown a marked improvement, with uncertainty levels reducing by over 50% compared to Q4FY25.Europe displayed strong traction during the quarter as clients began transitioning their supply chains from local to more globally integrated ecosystems.Deal Wins/Pipeline: The company announced a major multi-year, multi-domain deal from a leading European OEM. 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.

KPIT Technologies Ltd - Impact of Acquisition Spends; Significant Recovery from FY27

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>The Q2FY25 earnings season was marked by a) Good rainfall across the country 2) Stronger E-way bill, GST collection and cargo traffic, 3) Resilient macro-economic outlook, 4) Full-year Union Budget, 5) Moderation in power demand, PMI manufacturing and Services and 6) Volatile Oil prices.</li><li>Based on the normal monsoon, higher reservoir levels, government budgetary allocations are indicating green shoots in the rural recovery for the second half of FY25.</li><li>Earnings growth for the quarter will be driven by Financials, IT, Telecom, Healthcare and Utilities while earnings for cyclical sectors like Oil &amp; Gas and Metals is likely to see some decline. </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 Q2FY25 earnings season was marked by a) Good rainfall across the country 2) Stronger E-way bill, GST collection and cargo traffic, 3) Resilient macro-economic outlook, 4) Full-year Union Budget, 5) Moderation in power demand, PMI manufacturing and Services and 6) Volatile Oil prices.Based on the normal monsoon, higher reservoir levels, government budgetary allocations are indicating green shoots in the rural recovery for the second half of FY25.Earnings growth for the quarter will be driven by Financials, IT, Telecom, Healthcare and Utilities while earnings for cyclical sectors like Oil &amp; Gas and Metals is likely to see some decline. 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

KPIT Technologies Limited is a global technology company specializing in software solutions for the automotive and mobility industry. The company provides embedded software, artificial intelligence, and digital solutions, focusing on next-generation technologies like autonomous driving, electric mobility, connected vehicles, and vehicle diagnostics. Headquartered in Pune, India, the company was founded in 1990.

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KPIT Technologies (KPITTECH IN)

KPIT Technologies Ltd - Near-Term Softness; Growth Recovery Expected from H2FY27

KPIT continues to strengthen its growth outlook through a healthy deal pipeline, with Q1FY27 TCV of US$257 Mn, driven by Connected Cars...

Axis Direct

KPIT Technologies Ltd - Soft Quarter; Solution-Based Transformation

Europe emerged as a primary growth driver during Q3, showing early signs of a turnaround, while the US showed a sequential decline.

Axis Direct

KPIT Technologies Ltd - Impact of Acquisition Spends; Significant Recovery from FY27

Macro Environment Outlook: The overall macro environment has shown a marked improvement, with uncertainty levels reducing by over 50% compared to...

Axis Direct

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 - Consolidated Earnings Preview

Based on our and consensus estimates, we forecast Nifty to deliver a Revenue/EBITDA/PAT growth of 4.5%/6%/4.1% respectively for the quarter.

Axis Direct

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