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>Order Pipeline Strengthening: The company has secured new orders totalling over Rs. 2,781 Cr this quarter, increasing its total order book to around Rs 14,200 Cr (including framework contracts).</li><li>It also recently won a consortium order worth Rs 3,251 Cr ($371 Mn) for the Al Haer Independent Sewage Treatment Plant in Riyadh, Saudi Arabia.</li><li>With this, the company is now likely to surpass the order book target of over Rs 16,000 Cr by the end of this fiscal 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.

Order Pipeline Strengthening: The company has secured new orders totalling over Rs. 2,781 Cr this quarter, increasing its total order book to around Rs 14,200 Cr (including framework contracts).It also recently won a consortium order worth Rs 3,251 Cr ($371 Mn) for the Al Haer Independent Sewage Treatment Plant in Riyadh, Saudi Arabia.With this, the company is now likely to surpass the order book target of over Rs 16,000 Cr by the end of this fiscal yearContent 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.

VA Tech Wabag Ltd - Robust Medium-Term Revenue Visibility; Maintain BUY!

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Enviro Infra Engineers / Equity Bottom-Up

<ul>
<li>EIEL is strategically expanding into high-margin Zero Liquid Discharge (ZLD) projects and the renewable energy sector, diversifying its business beyond its traditional water and wastewater treatment core.</li>
<li>This strategic shift is crucial as it addresses critical national challenges like water scarcity and sustainable energy, aligning the company with major government initiatives and creating new, high-growth revenue streams.</li>
<li>By entering these technically complex and margin-accretive segments, the company is changing its business model to a diversified infrastructure player with enhanced long-term growth and profitability potential.</li>
</ul>


EIEL is strategically expanding into high-margin Zero Liquid Discharge (ZLD) projects and the renewable energy sector, diversifying its business beyond its traditional water and wastewater treatment core.
This strategic shift is crucial as it addresses critical national challenges like water scarcity and sustainable energy, aligning the company with major government initiatives and creating new, high-growth revenue streams.
By entering these technically complex and margin-accretive segments, the company is changing its business model to a diversified infrastructure player with enhanced long-term growth and profitability potential.


The Beat Ideas: Enviro Infra Engineers Ltd - High-Margin Growth Story in Water Infra

Thematic (Sector/Industry)

<ul><li>Chemicals &amp; Agrochemicals: Recent exports trends and pricing data indicates that most specialty chemical companies may continue to experience pricing pressures while there may be some signs of recovery in certain pockets.</li><li>We expect most of the companies to post volume lead revenue growth, while the margin expansion is expected to be limited due to competitive pricing.</li><li>Furthermore, with the logistical challenges persisting during the quarter, the export volumes and freight costs remained impacted. </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.

Chemicals &amp; Agrochemicals: Recent exports trends and pricing data indicates that most specialty chemical companies may continue to experience pricing pressures while there may be some signs of recovery in certain pockets.We expect most of the companies to post volume lead revenue growth, while the margin expansion is expected to be limited due to competitive pricing.Furthermore, with the logistical challenges persisting during the quarter, the export volumes and freight costs remained impacted. 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.

Q3FY25 Earnings Preview - Chemicals, Capital Goods and Midcaps

<ul>
<li>
<a href="https://www.smartkarma.com/entities/cochin-shipyard-ltd" target="_blank" data-smartkarma-citation="entities:24261:1" rel="noopener">Cochin Shipyard Ltd (COCHIN IN)</a>  has secured a Rs. 450 crore order to build tugboats for <a href="https://www.smartkarma.com/entities/adani-ports-special-economic-zone-ltd" target="_blank" data-smartkarma-citation="entities:246:1" rel="noopener">Adani Ports &amp; Special Economic Zone (ADSEZ IN)</a> , signalling growth in India's shipbuilding industry.</li>
<li>
<a href="https://www.smartkarma.com/entities/dixon-technologies-india-ltd" target="_blank" data-smartkarma-citation="entities:25486:1" rel="noopener">Dixon Technologies India Ltd (DIXON IN)</a>  is expanding beyond electronics manufacturing by entering the refrigerator market through a partnership with Cellecor Gadgets.</li>
<li>
<a href="https://www.smartkarma.com/entities/va-tech-wabag-ltd" target="_blank" data-smartkarma-citation="entities:9096:1" rel="noopener">VA Tech Wabag (VATW IN)</a>  is making waves with a Rs. 700 crore wastewater treatment project in Zambia, highlighting its commitment to sustainable solutions and expansion across the African market.</li>
</ul>



Cochin Shipyard Ltd (COCHIN IN)  has secured a Rs. 450 crore order to build tugboats for Adani Ports &amp; Special Economic Zone (ADSEZ IN) , signalling growth in India's shipbuilding industry.

Dixon Technologies India Ltd (DIXON IN)  is expanding beyond electronics manufacturing by entering the refrigerator market through a partnership with Cellecor Gadgets.

VA Tech Wabag (VATW IN)  is making waves with a Rs. 700 crore wastewater treatment project in Zambia, highlighting its commitment to sustainable solutions and expansion across the African market.


#76 India Insight: Cochin’s ₹450 Cr Tug Order, Dixon's Refrigerator Play, Wabag's African Expansion

<ul><li>Va Tech Wabag Ltd. (VTW), an Indian multinational company headquartered in Chennai, has a rich history dating back to its founding by Max Reder in Breslau, Germany, in 1924.</li><li>Over the past century, VTW has established itself as a pioneer in water treatment, specializing in the design, supply, installation, construction, and operational management of drinking water, wastewater treatment, industrial water treatment, and desalination plants.</li><li>With a presence in over 25 countries, the company has developed 125+ IP Rights in-house and operates R&amp;D centres in Europe and India. </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.

Va Tech Wabag Ltd. (VTW), an Indian multinational company headquartered in Chennai, has a rich history dating back to its founding by Max Reder in Breslau, Germany, in 1924.Over the past century, VTW has established itself as a pioneer in water treatment, specializing in the design, supply, installation, construction, and operational management of drinking water, wastewater treatment, industrial water treatment, and desalination plants.With a presence in over 25 countries, the company has developed 125+ IP Rights in-house and operates R&amp;D centres in Europe and India. 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.

Pick of the Week: Va Tech Wabag Ltd - 25 November 2024

India

VA Tech Wabag Ltd. designs and builds water and sewage treatment plants. The Company constructs sewage treatment, processed and drinking water treatment, effluents treatment, sludge treatment, desalination and reuse plants.  VA Tech Wabag serves municipalities and customers in the power, steel, and oil and gas industries.

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VA Tech Wabag (VATW IN)

VA Tech Wabag Ltd - Robust Medium-Term Revenue Visibility; Maintain BUY!

Order Pipeline Strengthening: The company has secured new orders totalling over Rs. 2,781 Cr this quarter, increasing its total order book to...

Axis Direct

The Beat Ideas: Enviro Infra Engineers Ltd - High-Margin Growth Story in Water Infra

EIEL strategically expands into high-margin ZLD projects and renewable energy sector, diversifying beyond water treatment to address national...

Sudarshan Bhandari

Q3FY25 Earnings Preview - Chemicals, Capital Goods and Midcaps

Recent exports trends and pricing data indicates that most specialty chemical companies may continue to experience pricing pressures while there...

Axis Direct

#76 India Insight: Cochin’s ₹450 Cr Tug Order, Dixon's Refrigerator Play, Wabag's African Expansion

Cochin secures Rs. 450 cr order to build tugboats for Adani Ports. Dixon Technologies expands into refrigerator market. VA Tech Wabag undertakes...

Sudarshan Bhandari

Pick of the Week: Va Tech Wabag Ltd - 25 November 2024

Va Tech Wabag Ltd. (VTW), an Indian multinational company headquartered in Chennai, has a rich history dating back to its founding by Max Reder in...

Axis Direct

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

VA Tech Wabag Ltd - Robust Medium-Term Revenue Visibility; Maintain BUY!

Order Pipeline Strengthening: The company has secured new orders totalling over Rs. 2,781 Cr this quarter, increasing its total order book to...

Axis Direct

The Beat Ideas: Enviro Infra Engineers Ltd - High-Margin Growth Story in Water Infra

​EIEL strategically expands into high-margin ZLD projects and renewable energy sector, diversifying beyond water treatment to address national...

Sudarshan Bhandari

Q3FY25 Earnings Preview - Chemicals, Capital Goods and Midcaps

Recent exports trends and pricing data indicates that most specialty chemical companies may continue to experience pricing pressures while there...

Axis Direct

#76 India Insight: Cochin’s ₹450 Cr Tug Order, Dixon's Refrigerator Play, Wabag's African Expansion

​Cochin secures Rs. 450 cr order to build tugboats for Adani Ports. Dixon Technologies expands into refrigerator market. VA Tech Wabag undertakes...

Sudarshan Bhandari

Pick of the Week: Va Tech Wabag Ltd - 25 November 2024

Va Tech Wabag Ltd. (VTW), an Indian multinational company headquartered in Chennai, has a rich history dating back to its founding by Max Reder in...

Axis Direct

EIEL strategically expands into high-margin ZLD projects and renewable energy sector, diversifying beyond water treatment to address national...

Cochin secures Rs. 450 cr order to build tugboats for Adani Ports. Dixon Technologies expands into refrigerator market. VA Tech Wabag undertakes...