External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

External broker reports(aggregated public sources)

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Thematic (Sector/Industry)

<ul><li>Bandhan Bank: Bandhan Bank’s Q4FY23 earnings were a strong beat, led by improvement in NIMs (+80bps QoQ) and lower credit costs (3% annualised)</li><li>Elevated slippages (~5% annualised), mainly from the EEB portfolio, were offset by accelerated write-offs, resulting in 228bps QoQ improvement in GNPA to ~4.9%</li><li>Deposit growth (+6% QoQ) surprised positively with a sharp jump in CASA ratio to 39% (+300bps QoQ) supporting margin reflation</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.

Bandhan Bank: Bandhan Bank’s Q4FY23 earnings were a strong beat, led by improvement in NIMs (+80bps QoQ) and lower credit costs (3% annualised)Elevated slippages (~5% annualised), mainly from the EEB portfolio, were offset by accelerated write-offs, resulting in 228bps QoQ improvement in GNPA to ~4.9%Deposit growth (+6% QoQ) surprised positively with a sharp jump in CASA ratio to 39% (+300bps QoQ) supporting margin reflationContent 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 - Bandhan Bank, Route Mobile

<ul><li>Exchanges: MCX revenue is expected to decline by 6.8% QoQ, mainly due to a decline in futures volume and flat options revenue (a drop in effective realisation due to lower premium collection)</li><li>Higher payout to tech vendor will impact EBITDA margin (~9.4%, down 1,345bps QoQ)</li><li>The tech transition remains the key overhang, MCX has been conducting mock trading sessions and the current transition timeline stands at 30 June 2023</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.

Exchanges: MCX revenue is expected to decline by 6.8% QoQ, mainly due to a decline in futures volume and flat options revenue (a drop in effective realisation due to lower premium collection)Higher payout to tech vendor will impact EBITDA margin (~9.4%, down 1,345bps QoQ)The tech transition remains the key overhang, MCX has been conducting mock trading sessions and the current transition timeline stands at 30 June 2023Content 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.

Exchanges, Staffing and Internet - Soft Landing

Equity Bottom-Up

<ul><li>Route Mobile (Route) is a leading player in the fast-growing CPaaS market (~27% CAGR), which is being driven by the rise in online activity and digital transactions</li><li>Route is a global Application-to-Person (A2P) aggregator that commands a ~40% share of the ILD market and works with major Big Tech players (GAF)</li><li>It has increased its focus on domestic terminations, has added marquee logos and expanded the NLD market share to ~10%</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.

Route Mobile (Route) is a leading player in the fast-growing CPaaS market (~27% CAGR), which is being driven by the rise in online activity and digital transactionsRoute is a global Application-to-Person (A2P) aggregator that commands a ~40% share of the ILD market and works with major Big Tech players (GAF)It has increased its focus on domestic terminations, has added marquee logos and expanded the NLD market share to ~10%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.

Route Mobile - En’Route’ Growth Spiral

Route Mobile - En’Route’ Growth Spiral. BUY

India

Route Mobile Limited provides mobile communication solutions. The Company offers text messaging, voice calling, number lookups, firewall, email, and other related services. Route Mobile serves customers worldwide.

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Route Mobile (ROUTE IN)

HSIE Results Daily - Bandhan Bank, Route Mobile

Bandhan Bank: Bandhan Bank’s Q4FY23 earnings were a strong beat, led by improvement in NIMs (+80bps QoQ) and lower credit costs (3% annualised)

HDFC Securities

Exchanges, Staffing and Internet - Soft Landing

MCX revenue is expected to decline by 6.8% QoQ, mainly due to a decline in futures volume and flat options revenue (a drop in effective realisation...

HDFC Securities

Route Mobile - En’Route’ Growth Spiral

Route Mobile (Route) is a leading player in the fast-growing CPaaS market (~27% CAGR), which is being driven by the rise in online activity and...

HDFC Securities

Route Mobile - En’Route’ Growth Spiral. BUY

Route Mobile (Route) is a leading player in the fast-growing CPaaS market (~27% CAGR), which is being driven by the rise in online activity and...

HDFC Securities

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