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>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

<ul><li>Demand Outlook: Demand among OEMs is increasing as they recognise the need to catch up quickly with better quality and faster validation processes.</li><li>AI-driven validation solutions remain a key priority for OEMs.</li><li>Deal Wins/Pipeline: Deal wins have grown strongly (~20% on a TTM and YoY basis), driven by factors such as reprioritisation of existing programs and rising demand for more efficient, solution-based delivery.</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.

Demand Outlook: Demand among OEMs is increasing as they recognise the need to catch up quickly with better quality and faster validation processes.AI-driven validation solutions remain a key priority for OEMs.Deal Wins/Pipeline: Deal wins have grown strongly (~20% on a TTM and YoY basis), driven by factors such as reprioritisation of existing programs and rising demand for more efficient, solution-based delivery.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 - Mix Bag Performance; Revenue Visibility Ahead

<ul><li>Robust Growth Across Verticals: The management has highlighted robust and broad-based growth across various verticals, supported by a solid deal pipeline and enhanced client engagement.</li><li>Europe led growth, followed by the US and Asia, with strong traction in Powertrain, Connected Vehicles, and SDVs (SoftwareDefined Vehicles).</li><li>Total Contract Value (TCV) Performance: Total Contract Value (TCV) for Q3FY25 stood at $236 Mn, with significant contributions from Europe and the US, reflecting higher deal conversion rates and increased client confidence in KPIT’s capabilities.</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.

Robust Growth Across Verticals: The management has highlighted robust and broad-based growth across various verticals, supported by a solid deal pipeline and enhanced client engagement.Europe led growth, followed by the US and Asia, with strong traction in Powertrain, Connected Vehicles, and SDVs (SoftwareDefined Vehicles).Total Contract Value (TCV) Performance: Total Contract Value (TCV) for Q3FY25 stood at $236 Mn, with significant contributions from Europe and the US, reflecting higher deal conversion rates and increased client confidence in KPIT’s capabilities.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 - Resilient Performance in Action

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 operates as a technology company. The Company specializes in embedded software, artificial intelligence, and digital solutions. KPIT Technologies serves automobile industry worldwide.

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KPIT Technologies (KPITTECH IN)

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

KPIT Technologies Ltd - Mix Bag Performance; Revenue Visibility Ahead

Demand Outlook: Demand among OEMs is increasing as they recognise the need to catch up quickly with better quality and faster validation processes.

Axis Direct

KPIT Technologies Ltd - Resilient Performance in Action

The management has highlighted robust and broad-based growth across various verticals, supported by a solid deal pipeline and enhanced client...

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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