Research Intelligence over information

We provide intensive and extensive research on ~250 companies as well as strategy, economics, primary research and a wide range of highly differentiated and prescient thematic ideas.

Leading Research Provider

Axis Capital is a top-tier research provider for a large and growing number of domestic as well as foreign institutional investors. It has one of the largest and best quality research teams on the street, offering waterfront coverage of the growing number of exciting firms of interest to investors. ACL is innovating aggressively in all three aspects of research:

  • Raw material gathering (finding innovative data sources)
  • Production (deep analysis, crisp writing, lucid charting)
  • Distribution (multi-channel access, including AI-generated audio summaries).

Research Strengths

  • Coverage depth as well as breadth
  • Alpha-generating research
  • Thematic research – identifying ideas with medium-to-long-term implications
  • Granular channel checks – 'Feet on the Street' series
  • Annual Report analyses – focused on strategic priorities and forensic accounting insights.

Insights

  • September 30, 2025
    Sector Report: India Banks  Credit growth moving past inflection point...

    Non-food bank credit growth has come in at 10.2% YoY as of 5...

  • September 25, 2025
    Sector Report: India Steel  Growth forges ahead...

    Two compelling insights emerge from our study of steel inten...

  • September 24, 2025
    Sector Report: Real Estate  Down but not out; consolidation to gain pace...

    In the past one year, the NIFTY Realty index underperformed ...

  • August 18, 2025
    Sector Report: Quick Commerce - Fueling D2C brand boom...

    D2C brands have catapulted on the back of quick-commerce pla...

  • June 16, 2025
    Sector Report: Indian Diagnostics – Plenty of steam still left...

    We take a deeper look at the Indian diagnostics industry, gi...

  • December 10, 2024
    IT Services: GenAI – millennium shapeshifter to transform services...

    GenAI–our word of the year–could generate 20-40% savings...

  • December 10, 2024
    India Strategy: Global turbulence, but drivers remain local...

    The cyclical economic slowdown in H1FY25 pushed P/E down and...

  • October 17, 2024
    India Chemicals: China Fatigue Opens Doors for India...

    Global chemical market faultlines widen on China-led deflati...

  • October 7, 2024
    Automobiles: India’s Hobbled Path for Hybrids...

    India's hybrid segment are hobbled by demanding drivers and ...

  • October 18, 2023
    India Defence: Indigenization to ride policy tailwinds...

    As global geopolitical tensions cast a spotlight on defence ...

  • September 28, 2025
    Strategy Report: India Strategy FII outflows driven by India’s falling wei...

    Rolling 12M FII outflows from India fell to a 3Y low at (-) ...

  • August 14, 2025
    Strategy Report: India Strategy Rising investment, lower OCF raising demand f...

    OCF for BSE200 ex-Financials grew only 2% YoY in FY25, vs 21...

  • July 14, 2025
    Sector Report: Durables reloaded – tech-first, channel-smart, premium-led...

    Shifts in consumer demographics are fueling action in the hi...

  • July 9, 2025
    Sector Report: NCR – landscape of opportunities; initiate SGIL/MAX...

    The NCR has emerged as India’s second-largest residential ...

  • June 13, 2025
    Strategy Report: India Strategy Dark Matter #2– Do analyst rating changes i...

    In this second part of the Dark Matter series (in #1, we dis...

  • June 2, 2025
    Strategy Report: India Strategy Why Indian market returns are more sustainabl...

    We deconstruct past market returns into: (1) GDP growth, (2)...

  • May 27, 2025
    Strategy Update: Dark Matter #1 – impact of seasonality on market returns...

    Seasonality analysis can be a useful tool to understand recu...

  • May 17, 2025
    Sector Report: Components to drive electronics growth...

    India’s electronics market is well placed in the new globa...

  • April 24, 2025
    Sector Report: Building Products In a sweet spot; demand recovery ahead...

    We expect the building products industry (tiles, wood panels...

  • April 17, 2025
    Strategy Report: India Strategy  Model portfolio – valuation shifts offer ...

    Sector positions in the Axis Model Portfolio worked well ove...

  • April 8, 2025
    Sector Report: India EMS  Small parts, big impact – from assembly to com...

    India is rapidly emerging as a preferred global manufacturin...

  • March 19, 2025
    Strategy Report: Model Portfolio - Growth uncertainty more global, less local...

    As domestic cyclical headwinds (fiscal, monetary, regulatory...

  • February 27, 2025
    Sector Report: Thriving for a pan-India future; Initiate PEPL & SOBHA...

    We initiate PEPL and SOBHA at BUY with SOTP based TPs of Rs1...

  • February 27, 2025
    Company Report: InterGlobe Aviation (IndiGo) Best play on rising discretiona...

    IndiGo is expanding its market share in international routes...

  • February 10, 2025
    Sector Report: Twice as nice – initiate on KPIL (BUY) and KECI (ADD)...

    The KECI/KPIL stock prices correlation over the past 15 year...

  • September 25, 2024
    India Banks: Expansion of Branches Feeds Deposit Growth...

    Sustained expansion of branches networks has worked to the a...

  • September 17, 2024
    India Strategy: India’s Capex Engine has Restarted...

    India’s capex engine is restarting and will be fuelled for...

  • August 12, 2024
    Housing Finance: Homing in on Certainty...

    Our certainty thesis rests on several sustained tailwinds: (...

  • April 4, 2024
    India QSR: Chicken Rules the Roost...

    QSR is likely to see 18% CAGR in FY23-28 as new users drive ...

  • February 12, 2024
    India Asset Management: Next Milestone Rs 100 tn...

    * Rs 100 tn milestone in view: Indian mutual fund AUM is dou...

  • February 9, 2024
    India ESG: Rocky Road to Net Zero...

    India’s commitment to a net-zero emission target by 2070 i...

  • November 28, 2023
    India Power: Night lights to catalyze capacity building...

    India's electricity consumption is growing sharply, rising~ ...

  • October 16, 2023
    India Banks: Unsecured lending and its promise of structural growth...

    India’s consumer finance comes of age as dramatic changes ...

  • September 14, 2023
    India Auto – EV Batteries: Battle to control EV supply chain...

    As the battle to control the world's EV supply chain gains m...

  • August 7, 2023
    India Strategy: India makes gains as modern services rev up...

    India's share of global services is growing steadily as dema...


Axis Capital’s research practice is led by

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    Neelkanth Mishra Managing Director & Head of Global Research, Axis Capital & Chief Economist, Axis Bank

    Neelkanth Mishra is the Chief Economist for Axis Bank. He is also the Head of Global Research and a Whole Time Director of Axis Capital. He has been consistently rated the best analyst in India in investor polls over the years. A highly respected expert and media columnist on global and Indian macro...

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