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 Consumer staples / Thematic (Sector/Industry)

<ul><li>Temporary Logistic Disruptions due to GST 2.0 Reforms, Rural Stays Resilient: Most Staples delivered single-digit topline growth in Q2FY26, aided by stable selective raw material prices with improving urban sentiment amid easing inflation, while rural demand remained more resilient.</li><li>However, the Q2 was impacted due to temporary market disruptions caused by the transition to new pricing structures. Combined with unseasonal rains that hit peak summer demand, particularly in beverages and glucose.</li><li>However, management commentary indicates a gradual volume recovery over the next 2–3 quarters, with a stronger rebound expected in H2FY26 on the back of lower GST rates, coupled with the festive season and easing inflation are expected to support household purchasing power, boost consumer sentiment, and accelerate demand recovery across rural and semi-urban regions. </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>

Temporary Logistic Disruptions due to GST 2.0 Reforms, Rural Stays Resilient: Most Staples delivered single-digit topline growth in Q2FY26, aided by stable selective raw material prices with improving urban sentiment amid easing inflation, while rural demand remained more resilient.However, the Q2 was impacted due to temporary market disruptions caused by the transition to new pricing structures. Combined with unseasonal rains that hit peak summer demand, particularly in beverages and glucose.However, management commentary indicates a gradual volume recovery over the next 2–3 quarters, with a stronger rebound expected in H2FY26 on the back of lower GST rates, coupled with the festive season and easing inflation are expected to support household purchasing power, boost consumer sentiment, and accelerate demand recovery across rural and semi-urban regions. 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.

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