AXISBANK.NSE

Axis Bank Ltd

In this briefing: The Rupee at 95/$: Sectoral Winners and Losers Primer: Jana Small Finance Bank (3667144Z IN) - Apr 2026 Exencial Industry Tidings - 01-04-2026 NIFTY Index Earning Revision (Mar): ICICI Bank, Axis Bank, Reliance Industries, Oil & Natural Gas Aequitas: WeWork India IPO Lockup Expiry-Shares Have Traded Down but WeWork Global Well in The Money 1. The Rupee at 95/$: Sectoral Winners and Losers The Indian Rupee’s decline to 95 per dollar is driven by a widening trade deficit, surging crude oil prices, and persistent foreign capital outflows This depreciation triggers imported inflation across the economy, a substantial 3.7% to 5.2% EPS boost for top-tier IT services exporters . Global exporters like Coforge (COFORGE IN) and Sagility India (SAGILITY IN) emerge as primary beneficiaries, whereas import-dependent sectors like Aviation and Paints face severe and immediate margin contraction. 2. Primer: Jana Small Finance Bank (3667144Z IN) - Apr 2026 Jana Small Finance Bank is the fourth largest Small Finance Bank (SFB) in India by Assets Under Management (AUM) and deposits, having transitioned from a microfinance institution to a scheduled commercial bank.

In this briefing: Exencial Industry Tidings - 01-04-2026 NIFTY Index Earning Revision (Mar): ICICI Bank, Axis Bank, Reliance Industries, Oil & Natural Gas Aequitas: WeWork India IPO Lockup Expiry-Shares Have Traded Down but WeWork Global Well in The Money Aequitas: Tata Capital IPO Lockup Expiry - Will Have to Sell US$1.4bn of Stock but Has More Time Now Swiggy: Feels like a Steal, Maintain BUY 1. Exencial Industry Tidings - 01-04-2026 Tata Chemicals' Mithapur plant produces 1 MT soda ash in 2025-26 Aluminium & aluminium products industry commissions projects of Rs.50.6 bn in Mar 2026 qtr Government plans financing boost for e-buses and e-trucks to accelerate electric mobility 2. NIFTY Index Earning Revision (Mar): ICICI Bank, Axis Bank, Reliance Industries, Oil & Natural Gas We analysed the earning revision of component stocks of NIFTY in the past month. We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision. We highlighted EPS revision on ICICI Bank, Axis Bank, Reliance Industries, Oil & Natural Gas, HDFC Bank, InterGlobe Aviation, State Bank of India, Eternal. 3.

In this briefing: NIFTY Index Earning Revision (Mar): ICICI Bank, Axis Bank, Reliance Industries, Oil & Natural Gas CX Daily: How the Iran War Set Off a Global Scramble for Strategic Metals You’re Not Long Copper: The Exposure Is Not What You Thought It Was We Can’t Expect Companies that Can't Disclose Cash Allocation This Year to Do so Starting Next Year Asian Equities: Market Movements Reflect Macro Risks 1. NIFTY Index Earning Revision (Mar): ICICI Bank, Axis Bank, Reliance Industries, Oil & Natural Gas We analysed the earning revision of component stocks of NIFTY in the past month. We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision. We highlighted EPS revision on ICICI Bank, Axis Bank, Reliance Industries, Oil & Natural Gas, HDFC Bank, InterGlobe Aviation, State Bank of India, Eternal. 2. CX Daily: How the Iran War Set Off a Global Scramble for Strategic Metals In Depth: How the Iran War Set Off a Global Scramble for Strategic Metals Ant Group Completes Takeover of Hong Kong Broker China Steps Up Tax Law Reforms to Strengthen Local Finances BOC Hong Kong Pushes Digital Yuan Wallet Upgrade After Policy Shift 3.

The Enforcement Directorate's (ED) Guwahati Zonal Office has provisionally attached immovable and movable properties worth approximately Rs 29.77 lakh in connection with a large-scale fraud under the Ayushman Bharat – Pradhan Mantri Jan Arogya Yojana (AB-PMJAY) scheme in Assam. The action was taken under the Prevention of Money Laundering Act (PMLA), 2002. Also Read: Disproportionate assets case: ED attaches Rs 8.94 cr from ex-official The case centres on Noble Hospital and Research Centre in Algapur, Hailakandi, owned by Dr Nozmul Islam Choudhury. According to the ED, the hospital — which was empanelled under the AB-PMJAY scheme in Assam through the Atal Amrit Abhiyan Society (AAAS) — filed 920 fake reimbursement claims worth approximately Rs 77.83 lakh between February 22, 2019, and November 5, 2022, without providing any actual medical treatment to beneficiaries. Investigators found that the hospital lured AB-PMJAY cardholders, photographed them lying on hospital beds to falsely depict hospitalisation, and uploaded fabricated treatment records onto the Transaction Management System (TMS) portal to generate bogus reimbursement claims.