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. 

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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

Aptus Value Housing Finance India / Equity Bottom-Up

Aptus Value Housing Finance India (APTUS IN)

<ul><li>Near-term Impact on Growth Due to Policy Change: The disbursements in Q2 (+3/24% YoY/QoQ) were impacted by rain-related disruptions, alongside the company cautiously discontinuing disbursements in the sub-Rs 7 Lc segment from Jul’25 onwards.</li><li>This decision reflects its strategic focus of moving up the customer pyramid and steering clear of the MFI-like customer segment and is not based on any asset quality challenges in the segment.</li><li>While this decision has had an impact on disbursements in Q2, it enables Aptus to enhance borrower quality and strengthen long-term portfolio resilience.</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>

Near-term Impact on Growth Due to Policy Change: The disbursements in Q2 (+3/24% YoY/QoQ) were impacted by rain-related disruptions, alongside the company cautiously discontinuing disbursements in the sub-Rs 7 Lc segment from Jul’25 onwards.This decision reflects its strategic focus of moving up the customer pyramid and steering clear of the MFI-like customer segment and is not based on any asset quality challenges in the segment.While this decision has had an impact on disbursements in Q2, it enables Aptus to enhance borrower quality and strengthen long-term portfolio resilience.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.

Aptus Value Housing Finance India Ltd. - Growth to Accelerate After a Near-Term Hiccup