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

CreditAccess Grameen Ltd / Equity Bottom-Up

<ul><li>Credit Costs to Settle Higher Owing to ECL Rate Reset: CAGrameen’s CE-ex arrears improved to 94.5% in Q2FY26 vs 93.2% QoQ, with improvement visible across all geographies.</li><li>The company has seen the PAR15+ accretion rate being largely rangebound in Q2, primarily owing to the temporary impact of heavy rains/floods across operating geographies.</li><li>PAR bucket roll-forward rates were stable during the quarter vs Q1. </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>

Credit Costs to Settle Higher Owing to ECL Rate Reset: CAGrameen’s CE-ex arrears improved to 94.5% in Q2FY26 vs 93.2% QoQ, with improvement visible across all geographies.The company has seen the PAR15+ accretion rate being largely rangebound in Q2, primarily owing to the temporary impact of heavy rains/floods across operating geographies.PAR bucket roll-forward rates were stable during the quarter vs Q1. 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.

CreditAccess Grameen Ltd - Higher Credit Costs to Be Offset by Strong NIMs and Controlled Opex!