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>Power Generation Improvement: Total thermal generation stood at 7,737 MU in Q4FY26, up 14%/16% YoY/QoQ.</li><li>The improvement was mainly led by TPS-II Expansion generation, which grew to 573 MU (vs Q4FY25: 175 MU and Q3FY26: 565 MU), with PLF recovering sharply to 52.3% (vs Q4FY25: 16% and Q3FY26: 51.6%), following completion of technical modification works on Unit I, which had previously weighed on availability and under-recovery.</li><li>Ghatampur generation improved materially to 1,668 MU (Q4FY25: 810 MU and Q3FY26: 1,116 MU), aided by the COD of Unit II (660 MW) achieved on 9 th Dec’25, as the plant is progressively ramping up. </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>

Power Generation Improvement: Total thermal generation stood at 7,737 MU in Q4FY26, up 14%/16% YoY/QoQ.The improvement was mainly led by TPS-II Expansion generation, which grew to 573 MU (vs Q4FY25: 175 MU and Q3FY26: 565 MU), with PLF recovering sharply to 52.3% (vs Q4FY25: 16% and Q3FY26: 51.6%), following completion of technical modification works on Unit I, which had previously weighed on availability and under-recovery.Ghatampur generation improved materially to 1,668 MU (Q4FY25: 810 MU and Q3FY26: 1,116 MU), aided by the COD of Unit II (660 MW) achieved on 9 th Dec’25, as the plant is progressively ramping up. 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.

NLC India Limited - 4분기 호실적, 발전량 개선에 힘입음