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

<ul><li>Slippages Moderate; Improving Trend Likely to Continue: In Q1FY26, Bandhan witnessed an improvement in slippages, in line with management guidance and the trend is expected to continue in FY26.</li><li>The management has indicated that slippages will continue to remain elevated in Q2FY26, post which gradual normalisation is likely.</li><li>The NPA (% of disbursements) in the EEB portfolio has been elevated at 4-5% over the past few quarters, largely attributed to the customer over-leveraging and is expected to subside over the coming quarters, eventually settling at &lt;3%. </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>

Slippages Moderate; Improving Trend Likely to Continue: In Q1FY26, Bandhan witnessed an improvement in slippages, in line with management guidance and the trend is expected to continue in FY26.The management has indicated that slippages will continue to remain elevated in Q2FY26, post which gradual normalisation is likely.The NPA (% of disbursements) in the EEB portfolio has been elevated at 4-5% over the past few quarters, largely attributed to the customer over-leveraging and is expected to subside over the coming quarters, eventually settling at &lt;3%. 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.

Bandhan Bank Ltd. - Recovery Slated for H2FY26, HOLD Stays!