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)

Bajaj Finance: FY26 Ends Strong | Upbeat Outlook for FY27

Asian Equities: India Focus List After the Recent Dislocation - Financials and Small/Mid-Caps Abound

Bajaj Finance (BAF): Bullish Outlook for FY27

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>Asset quality Entering a Favourable Phase: In Q4, BAF witnessed a sequential improvement in asset quality.</li><li>Vintage credit performance across 3MOB, 6MOB and 9MOB continues to reflect significant improvement, indicating improved underwriting outcomes.</li><li>Asset quality improvement would be supported by the winding down of the captive finance book and normalisation in the MSME segment. </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>

Asset quality Entering a Favourable Phase: In Q4, BAF witnessed a sequential improvement in asset quality.Vintage credit performance across 3MOB, 6MOB and 9MOB continues to reflect significant improvement, indicating improved underwriting outcomes.Asset quality improvement would be supported by the winding down of the captive finance book and normalisation in the MSME segment. 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.

Bajaj Finance - Scaling with Strength – Growth, Quality, and FinAI Edge!