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>Strong Macro Tailwinds: The 9.15 Tr capex over 2023-2032 as per National Electricity Plan through Public-Private-Partnership agreements and through Power Grid’s own balance sheet strength will continue to drive growth for Skipper’s Engineering division.</li><li>The export market led by the transition towards RE and carbon neutrality offers a broad scope for growth.</li><li>The demand outlook is strong, and it already has a strong bid pipeline of Rs 18,000-20,000 Cr.</li></ul>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.

Strong Macro Tailwinds: The 9.15 Tr capex over 2023-2032 as per National Electricity Plan through Public-Private-Partnership agreements and through Power Grid’s own balance sheet strength will continue to drive growth for Skipper’s Engineering division.The export market led by the transition towards RE and carbon neutrality offers a broad scope for growth.The demand outlook is strong, and it already has a strong bid pipeline of Rs 18,000-20,000 Cr.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.

Skipper Ltd - Good Q3 with Macro Tailwinds Intact; Capacity Ramp-Up Remains Key