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>Corporate Growth Revival Expected; Retail Momentum Strong: The management has continued to guide for the pace of credit growth to range between 11-13% for FY26, with the corporate portfolio growth reviving in H2.</li><li>The growth opportunities in the highly rated corporates continue to remain subdued, with pricing pressures persisting and most of these corporates tapping bond markets, citing better rates.</li><li>However, the management envisages stronger corporate growth opportunities supported by a strong corporate sanction pipeline and expectations of revival in private capex and expects growth to settle at 10-11% in FY26. </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>

Corporate Growth Revival Expected; Retail Momentum Strong: The management has continued to guide for the pace of credit growth to range between 11-13% for FY26, with the corporate portfolio growth reviving in H2.The growth opportunities in the highly rated corporates continue to remain subdued, with pricing pressures persisting and most of these corporates tapping bond markets, citing better rates.However, the management envisages stronger corporate growth opportunities supported by a strong corporate sanction pipeline and expectations of revival in private capex and expects growth to settle at 10-11% in FY26. 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.

Bank of Baroda - Better NIM Performance Keeps ~1% RoA Hopes Alive

Bank Of Baroda

Bank of Baroda - Better NIM Performance Keeps ~1% RoA Hopes Alive