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>We are initiating coverage on Oberoi Realty Ltd. with a BUY recommendation and a target price of Rs 2,560/share, which implies an upside of 21% from the CMP.</li><li>Oberoi Realty is a leading player in Mumbai, specializing in developments across residential, retail, hospitality, and social infrastructure segments.</li><li>It is one of the strongest brands in the Mumbai Metropolitan Region.</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.

We are initiating coverage on Oberoi Realty Ltd. with a BUY recommendation and a target price of Rs 2,560/share, which implies an upside of 21% from the CMP.Oberoi Realty is a leading player in Mumbai, specializing in developments across residential, retail, hospitality, and social infrastructure segments.It is one of the strongest brands in the Mumbai Metropolitan Region.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.

Oberoi Realty Ltd - Luxury, Leverage, and Leadership - Oberoi’s Growth Formula

External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

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>Following the strong price surge and record sales of FY24/25, the Indian real estate market is entering a phase of mature, steady growth in FY26</li><li>The momentum has broadened, with Tier-2/3 cities fueling mid-premium housing demand and core metros leading the luxury segment</li><li>Driven by urbanization, rising incomes, and the prevalence of nuclear families, demand is stabilizing</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.

Following the strong price surge and record sales of FY24/25, the Indian real estate market is entering a phase of mature, steady growth in FY26The momentum has broadened, with Tier-2/3 cities fueling mid-premium housing demand and core metros leading the luxury segmentDriven by urbanization, rising incomes, and the prevalence of nuclear families, demand is stabilizingContent 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.

Real Estate (Q2FY26 Results Preview): Sustenance to drive presales momentum

<ul><li>Dixon Technologies: Dixon reported a robust 95% YoY revenue growth to INR 128.36bn in Q1, primarily driven by a 125% surge in its mobile and EMS division</li><li>This growth was tempered by sluggish performance in home appliances and declines in consumer electronics and lighting segment</li><li>EBITDAM remained flat YoY to 3.8%, owing to decline in gross margins, offset by reduced employee costs and other expenses</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 a robust 95% YoY revenue growth to INR 128.36bn in Q1, primarily driven by a 125% surge in its mobile and EMS divisionThis growth was tempered by sluggish performance in home appliances and declines in consumer electronics and lighting segmentEBITDAM remained flat YoY to 3.8%, owing to decline in gross margins, offset by reduced employee costs and other expensesContent 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, Oberoi Realty, Mahindra & Mahindra Financial Services...

<ul><li>Demand backed sales momentum: The residential segment witnessed a strong rebound in Q1FY26, backed by robust sales and resilient demand across mid premium and luxury categories</li><li>Developers like Prestige Estates, DLF and Sobha delivered record-high quarterly presales, reinforced by new launches and sustained buyer sentiment</li><li>While FY25 faced moderation due to high base effect, delayed approvals, and EOI-to-sales conversion challenges, Q1FY26 signals a revival, marked by improved launches and price resilience</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 backed sales momentum: The residential segment witnessed a strong rebound in Q1FY26, backed by robust sales and resilient demand across mid premium and luxury categoriesDevelopers like Prestige Estates, DLF and Sobha delivered record-high quarterly presales, reinforced by new launches and sustained buyer sentimentWhile FY25 faced moderation due to high base effect, delayed approvals, and EOI-to-sales conversion challenges, Q1FY26 signals a revival, marked by improved launches and price resilienceContent 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.

Real Estate (Q1FY26 Results Preview): Presales Resilient on Robust Demand

<ul><li>We expect companies under our coverage to show a 55% improvement QoQ in pre-sales for Q1FY26.</li><li>This is primarily due to a low base established in the previous quarter, Q4FY25.</li><li>Companies like Prestige Estates and Oberoi Realty are set to report healthy bookings for the year. </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.

We expect companies under our coverage to show a 55% improvement QoQ in pre-sales for Q1FY26.This is primarily due to a low base established in the previous quarter, Q4FY25.Companies like Prestige Estates and Oberoi Realty are set to report healthy bookings for the year. 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

Oberoi Realty LTD., is a real estate development company operating in Mumbai, focused on premium developments. The Company's main focus is residential projects but they also have a diversified portfolio of projects covering segments of the real estate market, which target the upper end of the respective income or market segment.

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Oberoi Realty (OBER IN)

Oberoi Realty Ltd - Luxury, Leverage, and Leadership - Oberoi’s Growth Formula

We are initiating coverage on Oberoi Realty Ltd. with a BUY recommendation and a target price of Rs 2,560/share, which implies an upside of 21%...

Axis Direct

Real Estate (Q2FY26 Results Preview): Sustenance to drive presales momentum

Following the strong price surge and record sales of FY24/25, the Indian real estate market is entering a phase of mature, steady growth in FY26

HDFC Securities

HSIE Results Daily: Dixon Technologies, Oberoi Realty, Mahindra & Mahindra Financial Services...

Dixon Technologies: Dixon reported a robust 95% YoY revenue growth to INR 128.36bn in Q1, primarily driven by a 125% surge in its mobile and EMS...

HDFC Securities

Real Estate (Q1FY26 Results Preview): Presales Resilient on Robust Demand

The residential segment witnessed a strong rebound in Q1FY26, backed by robust sales and resilient demand across mid premium and luxury categories

HDFC Securities

Q1FY26 Earnings Preview - Real Estate

We expect companies under our coverage to show a 55% improvement QoQ in pre-sales for Q1FY26. This is primarily due to a low base established in...

Axis Direct

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