Axis Securities Archives

Broader consumption may take another quarter to recover; Q2FY26 earnings of companies likely mixed: Report

Topnewsplus7 days ago03 mins

Broader consumption demand in India may take one more quarter to recover fully, even as some sequential improvement is expected in high-frequency economic indicators, according to a report by Axis Securities. The report suggested that companies may continue to undergo inventory adjustments before consumption patterns normalize. It stated, “the broader consumption demand could still take…

Axis Securities picks HDFC Bank among 6 top conviction banking ideas. Check full list – Banks – Review and outlook

Topnewsplus2 months ago01 mins

The banking sector witnessed a mixed quarter in Q1FY26, with larger private and PSU banks managing margins better than expected, while mid-sized players and small finance banks faced sharper compression. Credit growth stood at 11% YoY, supported by retail and SME lending, though corporate credit remained sluggish due to competitive pricing pressure. Looking ahead, growth…