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.

Thematic (Sector/Industry)

India Financials / Thematic (Sector/Industry)

<ul><li>The Q2FY26 earnings season was marked with interesting events: 1) Mixed trends in US policies, 2) Indian currency depreciation, 3) Slower uptick in exports, 4) GST 2.0 announcement and implementation, 5) A normal and welldistributed monsoon, and 6) Good Reservoir levels.</li><li>All these developments suggest that the Q2FY26 earnings season is likely to exhibit a mixed trend, broadly in line with previous quarters that witnessed a relatively soft performance.</li><li>Some breather is expected in Q2FY26, led by sequential improvement in some of the pockets of high-frequency indicators; however, the broader consumption demand could still take one more quarter to get back on track and to undergo a complete inventory adjustment. </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>

The Q2FY26 earnings season was marked with interesting events: 1) Mixed trends in US policies, 2) Indian currency depreciation, 3) Slower uptick in exports, 4) GST 2.0 announcement and implementation, 5) A normal and welldistributed monsoon, and 6) Good Reservoir levels.All these developments suggest that the Q2FY26 earnings season is likely to exhibit a mixed trend, broadly in line with previous quarters that witnessed a relatively soft performance.Some breather is expected in Q2FY26, led by sequential improvement in some of the pockets of high-frequency indicators; however, the broader consumption demand could still take one more quarter to get back on track and to undergo a complete inventory adjustment. 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.

Q2FY26 - Consolidated Earnings Preview