Axis Top Picks for the month of September 2025
Axis Top Picks Basket delivered a return of 16.2% in the last six months against the 10.4% returns posted by Nifty 50, outperforming the Nifty 50...
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Top Conviction Ideas - “Auto & Auto Ancillaries”
Revenue/EBITDA in Q1FY26 grew by 7%/1% YoY, respectively, against our expectations of ~4%/-3% YoY for Auto OEMs under our coverage.
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Q1FY26 - Consolidated Earnings Preview
Some breather is expected in Q1FY26 on account of sequential improvement in some of the pockets of high-frequency indicators.
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Q1FY26 Earnings Preview - Automobile
On a sequential basis, the Revenue/EBITDA/PAT growth for Q1FY26 is expected to degrow by ~7.6%/12.9%/15.7% with over ~100 bps decline in EBITDA...
285 Views
Axis Top Picks for the month of July 2025
Our Top Picks Basket has delivered an impressive return of 336% since its inception (May’20), which stands well above the 175% return delivered by...
414 Views