Axis Securities has released a sweeping list of 35 high-conviction stock ideas across 11 sectors after the second-quarter results, spanning real estate, power, IT services, cement, retail and FMCG. These picks reflect the brokerage’s view on India’s strongest structural themes — formalisation, consumption, credit growth, energy transition and manufacturing revival.
The list below compiles all of Axis Securities’ preferred names, sector by sector, to help investors understand where the brokerage sees the most visibility and upside in FY26.