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>Capacity Expansion &amp; Portfolio Premiumisation: Hero MotoCorp continues to accelerate investments across its high-growth segments, with capacity expansion focused on EVs, scooters, and premium motorcycles.</li><li>EV production capacity has already doubled from 15,000 units/month to ~30,000 units/month and is targeted to reach ~45,000 units/month by FY27- end, supported by strong demand and negligible channel inventory.</li><li>The company has also increased Splendor capacity by 2,000 units/day, expanded Destini capacity two-fold, and is increasing Xoom scooter capacity by ~50%, reinforcing its strategy of strengthening presence in premium, scooters, EVs, and exports, which together contributed an ~8% favourable product mix during the quarter</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>

Capacity Expansion &amp; Portfolio Premiumisation: Hero MotoCorp continues to accelerate investments across its high-growth segments, with capacity expansion focused on EVs, scooters, and premium motorcycles.EV production capacity has already doubled from 15,000 units/month to ~30,000 units/month and is targeted to reach ~45,000 units/month by FY27- end, supported by strong demand and negligible channel inventory.The company has also increased Splendor capacity by 2,000 units/day, expanded Destini capacity two-fold, and is increasing Xoom scooter capacity by ~50%, reinforcing its strategy of strengthening presence in premium, scooters, EVs, and exports, which together contributed an ~8% favourable product mix during the quarterContent 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.

Hero MotoCorp Ltd - Margin Stability, Global Scale-Up & Strong Demand

Hero Motocorp

Hero MotoCorp Ltd - Margin Stability, Global Scale-Up & Strong Demand