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>Healthy Deal Pipeline, but Macro Headwinds Persist: KPIT continues to strengthen its growth outlook through a healthy deal pipeline, with Q1FY27 TCV of US$257 Mn, driven by Connected Cars, Autonomous Systems, and After-Sales Transformation.</li><li>Moreover, the company is broadening its customer base by adding new OEMs across Japan, Korea, Europe, the US, and the commercial vehicle segment, reducing its dependence on a few large clients.</li><li>Despite these deal wins, the company continues to face rising competition from Chinese OEMs in European markets, input cost inflation driven by geopolitical conflicts, and tariff-related uncertainties in the US. </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>

Healthy Deal Pipeline, but Macro Headwinds Persist: KPIT continues to strengthen its growth outlook through a healthy deal pipeline, with Q1FY27 TCV of US$257 Mn, driven by Connected Cars, Autonomous Systems, and After-Sales Transformation.Moreover, the company is broadening its customer base by adding new OEMs across Japan, Korea, Europe, the US, and the commercial vehicle segment, reducing its dependence on a few large clients.Despite these deal wins, the company continues to face rising competition from Chinese OEMs in European markets, input cost inflation driven by geopolitical conflicts, and tariff-related uncertainties in the US. 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.

KPIT Technologies Ltd - Near-Term Softness; Growth Recovery Expected from H2FY27