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>Unveils Strategy 3.0: The company now targets 30 GW of generation capacity and 40 GWh of energy storage capacity by FY30 (vs. 20 GW/40 GWh earlier under Strategy 2.0).</li><li>The company’s current locked-in capacity is 30.2 GW (28.3 in Q3FY25). According to Strategy 3.0, it aims to achieve a FY30 run rate EBITDA of 2.7-3.0x of FY25 proforma EBITDA, and it will spend a total capex of Rs 1,30,000 Cr over FY26-FY30 by keeping its Net/EBITDA near ~5.0x in FY30. </li><li>Strategic Thermal projects: With rising peak load demand, thermal capacity will play a crucial role in meeting the base load demand.</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>

Unveils Strategy 3.0: The company now targets 30 GW of generation capacity and 40 GWh of energy storage capacity by FY30 (vs. 20 GW/40 GWh earlier under Strategy 2.0).The company’s current locked-in capacity is 30.2 GW (28.3 in Q3FY25). According to Strategy 3.0, it aims to achieve a FY30 run rate EBITDA of 2.7-3.0x of FY25 proforma EBITDA, and it will spend a total capex of Rs 1,30,000 Cr over FY26-FY30 by keeping its Net/EBITDA near ~5.0x in FY30. Strategic Thermal projects: With rising peak load demand, thermal capacity will play a crucial role in meeting the base load demand.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.

JSW Energy Ltd - Good Q4; Unveils Strategy 3.0 - Targets 30GW by FY30 Vs. 20GW Earlier