Among large-cap ideas, Bharti Airtel and Kotak Mahindra Bank offer the highest upside potential of 28%, with target prices of Rs 2,530 and Rs 500, respectively.
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Among large-cap ideas, Bharti Airtel and Kotak Mahindra Bank offer the highest upside potential of 28%, with target prices of Rs 2,530 and Rs 500, respectively.
IT services are expected to remain soft in Q1 FY27 amid a cautious demand environment, with growth partially supported by large deal ramp-ups, outcome-based engagements, and AI-led spending, says Axis Securities.
Auto Q1 Results Preview: Automobile companies are expected to report healthy YoY earnings growth in the June quarter, supported by strong demand momentum and double-digit volume growth across key vehicle segments according to Axis Securities
Axis Securities anticipates a QoQ Ebitda decline for steel companies like Tata Steel and SAIL, driven by lower sales volumes coming off a seasonally strong Q4 base and elevated coking coal consumption costs.
Cement Q1 Results Preview: Recent corrections in large-cap and select mid-cap cement companies have improved valuation comfort and provide attractive opportunities for long-term investors, says Axis Securities.
The brokerage believes the target valuation appears reasonable compared to global digital engineering peers, considering Nagarro's strong European franchise, diversified client base, and complementary capabilities in AI, SAP, and enterprise applications.
SBI continues to offer an attractive investment opportunity, backed by compelling valuations and strong earnings visibility, according to Axis Securities.
Eternal has the highest upside at around 43-44%, led by strong traction in quick commerce and food delivery segments.
Manappuram's Q4 AUM growth was exceptional, driven by robust gold loan growth of 31% QoQ, led by 20% increase in gold prices during the quarter and healthy tonnage growth.
While this development will be sentimentally negative and will weigh on the stock price, the brokerage believes this is a good accumulation opportunity.
Axis Securities projects moderate growth for Indian IT Services and telecom sector; sees currency tailwinds to offer earning cushion.
Axis Securities predicts a strong quarter for BFSI sector, driven by healthy credit growth, but cautious undertones persist amid funding pressures and geopolitical risks.
Axis Securities has refreshed its top picks by adding Kotak Bank, Eternal and Nestle India while exiting Mahanagar Gas, HDFC Bank and Prestige Estate Projects.
Stocks in focus include Tech Mahindra, HCLTech, Persistent Systems and more.
Axis Securities' presents high-conviction top stock ideas for strong returns in February 2026, eyes upto 56% upside.
With improving demand conditions, disciplined underwriting and stabilising credit costs, Cholamandalam is well positioned to deliver sustainable AUM growth, says the brokerage.
JSW Energy's installed capacity grew by 125 MW in Q3, led by organic RE capacity additions, including hybrid projects.
Axis Securities’ presents high-conviction top stock ideas for strong returns in January 2026, eyes upto 54% upside.
Cement Q3 Preview: Axis Securities remains positive on UltraTech Cement, JK Lakshmi Cement as structural plays on India’s infrastructure growth.
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The merger of ACC and Orient Cement with Ambuja Cement is expected to enhance operating efficiency, adds the brokerage.