Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

Posts tagged Axis Securities Research Reports

Cera Sanitaryware: Growth Fueled by Strategic Evaluations. Buy for target price of ₹8500 (31% upside): Axis Securities



Cera Sanitaryware share price target

We initiate coverage of Cera Sanitaryware Ltd. with a BUY recommendation and a target price of Rs 8,500/share, implying a potential upside of 31% from the CMP.We expect Revenue/EBITDA/PAT CAGR of 10%/9%/9% from FY24-FY27E.Cera is engaged in the business of manufacturing, selling, and trading various kinds of building products. Its products and services include sanitaryware, faucets and showers, tiles, and wellness. With world-class manufacturing facilities and a strong brand promise, we foresee a strong revival in growth once demand picks up

15 Top Stock Picks With Up To 42% Upside By Axis Securities



15 Top Stock Picks With Up To 42% Upside By Axis Securities

We are happy to share that the Axis Top Picks Basket delivered a return of 9.7% in the last three months against the 8.5% return posted by the Nifty 50, outperforming the Nifty 50 by a notable margin of 1.2%. Moreover, over the last one month, the basket has gained 3.7%. Our Top Picks Basket has delivered an impressive return of 336% since its inception (May’20), which stands well above the 175% return delivered by the NIFTY 50 index over the same period

Top Conviction Stock Ideas of Q4FY25 by Axis Securities



Top Conviction Stock Ideas of Q4FY25 by Axis Securities

Top Conviction Stock Ideas of Q4FY25 from Cement, Metals and Mining, Pharma, BFSI, Infra, Chemical, FMCG, Retail, Auto and Auto Ancillaries and Real Estate

15 Top Picks for June 2025 with 37% upside by Axis Securities



Axis Securities Top Picks

The Axis Top Picks Basket delivered a return of 15.3% in the last three months against the 11.9% return posted by the Nifty 50, outperforming the Nifty 50 by a notable margin of 3.4%. Moreover, over the last one month, the basket has gained 2.6%. We are happy to share that our Top Picks Basket has delivered an impressive return of 321% since its inception (May’20), which stands well above the 167% return delivered by the NIFTY 50 index over the same period

Arvind SmartSpaces is confident in continuing its previous growth trajectory of ~30% growth for the coming years. Buy for target price of ₹970 (38% upside): Axis Securities



Arvind SmartSpaces share price target

Arvind’s bookings stood at Rs 381 Cr, reflecting a 70% QoQ /18% YoY growth. Collections for the quarter were flat at Rs 215 Cr vs Q4FY24 and down 6% QoQ. For FY25, bookings stood at Rs 1,270 Cr, up 15%, and collections stood at Rs 942 Cr, a 7% improvement YoY. Revenue for the quarter was Rs 163 Cr, up 39% YoY, EBITDA at Rs 34 Cr, up 7.2%, and PAT stood at Rs 22 Cr, up 11.8% YoY. For FY25, revenues clocked were Rs 713 Cr, up 109%, EBITDA was at Rs 168 Cr, up by 51%, and PAT stood at Rs 119 Cr, up 133% YoY

Disclaimer: This is a Fan Site in Rakesh Jhunjhunwala's name. Rakesh Jhunjhunwala is not associated with us and is in no way aware, accountable or responsible for what is stated here. Further, nothing here constiutes investment advice for you to act on. Also, we have a vested interest, and are extremely biased, in everything that we say. So Mind It!