External broker reports(aggregated public sources), Axis Direct

Axis Direct

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.

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>Capacity Addition to Support Volume and Revenue Growth: The company is expanding capacity from 109 MTPA (including 8.5 MTPA from Orient Cement) to 119 MTPA by H1FY7.</li><li>With current utilisation at 69%, there remains meaningful upside potential as demand strengthens.</li><li>This enhanced capacity base is expected to underpin sustained growth momentum, with volumes and revenue projected to post a 11% &amp; 13% CAGR over FY25– FY28E. </li></ul><p><em>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.</em></p>

Capacity Addition to Support Volume and Revenue Growth: The company is expanding capacity from 109 MTPA (including 8.5 MTPA from Orient Cement) to 119 MTPA by H1FY7.With current utilisation at 69%, there remains meaningful upside potential as demand strengthens.This enhanced capacity base is expected to underpin sustained growth momentum, with volumes and revenue projected to post a 11% &amp; 13% CAGR over FY25– FY28E. 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.

Ambuja Cements Limited - Performance Below Estimates On Higher Cost; Retain BUY