Q3FY26 - Consolidated Earnings Preview
Q3FY26 earnings season unfolded against a relatively more stable macro and policy backdrop, marked by a confluence of supportive domestic factors...
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Q3FY26 Earnings Preview - Automobile
We expect Revenue/EBITDA/PAT for our OEM coverage universe to grow by ~26%/30%/28% YoY on account of GST Cut, Stable commodity inflation, and...
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Axis Top Picks for the month of December 2025
Strong 1500+ points Rally in Nifty 50 since Oct’25: After seeing some pullback in Jul/Aug’25, a broad-based recovery was seen since Oct’25.
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Top Conviction Ideas - “Auto & Auto Ancillaries”
Revenue/EBITDA in Q2FY26 grew by 16.5%/14.9% YoY, respectively, exceeding our expectations of ~12.6%/11.2% YoY for Auto OEMs under our coverage.
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Autos (Q2FY26 Results Preview): Indian market well-poised amid global softness
While domestic focussed auto companies should get a fillip post the GST rate rationalization, leading to revival of growth rates, we will only see...
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