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Release
August 2026 · rev 1
Opportunities PMS · Published
As at 31 Aug 2026 · IST₹ · ₹ cr · BSE 500 TRI
Present
Internal working platform. Published figures are extracted from the August 2026 source package and reviewed; reference prices and fundamentals are unlicensed working data, not for redistribution. Past performance is not indicative of future returns.
Company Atlas/Banking/Axis Bank
NSE: AXISBANK· BankingCore · Aug 26Large cap

Axis Bank

The improving ROE story

Last close
₹1,212.10
29 Sept 2026 · reference
1D · 1M
+0.2% · −4.2%
price-only
Weight
6.0%
31 Jul 2026 · Aug rank 2
Thesis review
8 Sep 2026
Why We Own, p28
Coverage owner: Research (per book); latest results Q Jun-26Buoyant AIF I Top 30 Holdings - Aug 2026.pdf · p1Buoyant_Why_We_Own_What_We_Own_Sep2026.pdf (portfolio as of 31 July 2026) · p28Screener ↗Tijori ↗NSE ↗
OverviewBusiness & segmentsChartsFinancialsValuationThesisRisks & catalystsCompetitorsResearch & documents
What the company does

Axis Bank · Banks - Regional

Axis Bank offers the entire spectrum of financial services to customer segments covering Large and Mid-Corporates, MSME, Agriculture and Retail Businesses. The bank’s integrated business lines offer a comprehensive suite of customised financial solutions to individuals, businesses, and institutions across India. This unified approach leverages digital innovation, domain expertise, and a strong physical presence to holistically serve customers through every stage of its financial journey.

Full profile (Yahoo)

Axis Bank Limited provides various financial products and services in India and internationally. The company operates through four segments: Treasury, Retail Banking, Corporate/Wholesale Banking, and Other Banking Business. It provides fixed, recurring, and safe deposits; and saving, salary, current, safe custody, pension disbursement, and demat and trading accounts. The company also offers home, personal, car, two-wheeler, business, commercial vehicle construction equipment, education, gold loans, as well as loans against securities, fixed deposits, properties, and credit cards. In addition, it provides credit and debit cards; mutual funds; governmental investment products, such as public provident fund, floating rate saving bonds, and national pension system; digital gold and sovereign gold bonds; alternate investment products; insurance services, such as life, general, and health insurance; and various forex products and services. The company was formerly known as UTI Bank Limited and changed its name to Axis Bank Limited in July 2007. Axis Bank Limited was incorporated in 1993 and is headquartered in Mumbai, India.

Sector (Yahoo)
Financial Services
Industry (Yahoo)
Banks - Regional
Employees
1,01,337
Website
axis.bank.in

Key people: Mr. Amitabh Chaudhry (MD, CEO & Executive Director) · Mr. Neeraj Gambhir (Executive Director) · Mr. Subrat Mohanty (Executive Director of Banking Operations & Transformation and Director) · Mr. Munish Sharda (Executive Director) · Mr. Julius Samson (Head, Corporate Communication & Investor Relation) · Ms. Damini Marwah (Group Chief Legal Counsel and Chief Ethics Officer)

Who are the competitors of Axis Bank?

Axis Bank major competitors are Kotak Mahindra Bank, Federal Bank, AU Small Fin. Bank, Indusind Bank, IDFC First Bank, Yes Bank, RBL Bank. Market Cap of Axis Bank is ₹3,88,751 Crs. While the median market cap of its peers are ₹74,876 Crs.

Is Axis Bank financially stable compared to its competitors?

Axis Bank seems to be financially stable compared to its competitors.The probability of it going bankrupt or facing a financial crunch seem to be lower than its immediate competitors.

Snapshot and what to watch · Tijori · 17 Sep 2026
  • Axis Bank is a diversified private bank. It also operates finance, investment banking and broking subsidiaries.
  • Net interest income is about 69% of revenue and fees are about 29%. Loans are 54% retail, 34% corporate and 12% small and medium enterprises.
  • It holds about 38% share in UPI payments. Its mobile app is top-rated.
  • Per management, it is shifting mix toward corporate and small and medium enterprise loans. It is investing heavily in technology including its digital platform, Neo.
  • CET1 stands at 14.64% with about 952 bps buffer. It supports 19% loan growth and 18% deposit growth.
  • Near-term profit depends mainly on margins. Margin is 3.46% against management's 3.8% through-cycle guide. Rate cuts and lower low-cost deposits pressured it.
  • Retail stress has stabilised but not healed. Net slippages rose from last quarter.

Yahoo profile 23 Sept 2026 · Tijori 23 Sept 2026

Segments

Revenue mix and market share

Segment Break-Up
  • Retail Banking60.7%
  • Corporate/Wholesale Banking23.1%
  • Treasury14.3%
  • Others1.9%
Loan Break-Up - Priority sector Breakup
  • Others30.9%
  • Agriculture and allied activities22.2%
  • Housing19.0%
  • Trade8.9%
  • Vehicle Loans7.0%
  • Commercial Real Estate5.1%
  • Basic Metal & Metal Products2.9%
  • Chemical & Chemical products2.3%
  • Infrastructure1.7%
Loan Break-Up - Non-Priority sector Breakup
  • Others42.8%
  • Housing22.3%
  • Infrastructure9.6%
  • Non-banking financial companies (NBFCs)7.2%
  • Vehicle Loans4.4%
  • Commercial Real Estate4.4%
  • Trade3.7%
  • Basic Metal & Metal Products2.9%
  • Chemical & Chemical products2.8%
Loan Break-Up - Retail
  • Home loans26.0%
  • Rural lending17.0%
  • Loan against Property ( LAP )13.0%
  • Personal Loan ( PL )12.0%
  • Small Business Banking ( SBB )12.0%
  • Auto loans9.0%
  • Credit Cards ( CC )7.0%
  • Others4.0%
Loan Break-Up
  • Others38.4%
  • Housing21.1%
  • Agriculture and allied activities8.2%
  • Infrastructure6.7%
  • Trade5.6%
  • Vehicle Loans5.3%
  • Non-banking financial companies (NBFCs)4.6%
  • Commercial Real Estate4.6%
  • Basic Metal & Metal Products2.9%
  • Chemical & Chemical products2.6%
Location Wise Break-Up
  • India98.0%
  • Rest of the World2.0%
Customer Segment
  • Retail54.0%
  • Corporate34.0%
  • SME12.0%
Operating Profit Break-Up
  • Retail Banking37.9%
  • Corporate / Wholesale Banking35.4%
  • Treasury16.6%
  • Others10.0%
Borrowings Break-Up
  • Financial Institutions & Agencies78.2%
  • Others20.9%
  • Banks0.9%
AUM Break-Up - Asset Management
  • EQUITY58.1%
  • Liquid/ Money Market24.0%
  • Debt12.8%
  • ETF2.5%
  • Fund of Funds2.0%
  • Balanced schemes0.4%
  • Gilt0.1%
  • FMP0.1%
Asset Break-Up
  • India95.9%
  • Others4.1%
Priority vs Non-Priority Sector
  • Non-Priority sector Breakup64.0%
  • Priority sector Breakup36.1%
MSME Loan Break-Up
  • Others36.0%
  • Trade Retail & Wholesale15.0%
  • Food & Beverages8.0%
  • CRE8.0%
  • Engineering6.0%
  • Textiles6.0%
  • Services & Others4.0%
  • Iron & Steel Mfg4.0%
  • Chemicals & Fertilisers3.0%
  • Other Metal & Metal Products3.0%
  • Drugs & Pharmaceuticals3.0%
  • Industrials2.0%
  • Infra Cons2.0%

Latest reported mix as compiled by Tijori from company disclosures; percentages of revenue.

Operating metrics

Company-reported KPIs (Tijori) · latest quarter

As the company reports them. They can differ from the ratio table on the Financials tab, which uses Tijori's own definitions (for example NIM on average total assets rather than on interest-earning assets); the Cross-check panel there lines both up.

AUM - Mutual Funds3,80,550.62 Crs 2026-06
% of AUM in equity fund56.83 % 2026-06
5 Yr AUM CAGR - Mutual Funds12.51 % 2026-03
Gross NPA1.28 % 2026-06
CASA Ratio38 % 2026-06
Capital to Risks Assets Ratio (CRAR)16.67 % 2026-06
Net Interest Margin3.46 % 2026-06
Credit Deposit Ratio92.72 % 2026-06
Fresh Slippages - Quarterly5,566 Crs 2026-06
Business model

How the company earns

India's third-largest private bank (₹12.6 lakh crore of loans, ~5,900 branches) with a corporate-bank heritage that has been rebuilt into a balanced franchise since 2019: retail and SME are now ~70% of loans, the Citi consumer business (2023) added a premium card and wealth franchise, and the bank has the strongest technology delivery among the big three after ICICI. Subsidiaries (Axis Finance, Axis AMC, Axis Capital, Axis Securities, and a 20%-plus stake in Axis Max Life) are worth ~₹110 a share.

Competitive position · why this and not peers
ICICI BankWe own both; ICICI is the higher-quality, higher-priced finished article. Axis has more upside if the ROE recovery lands, and more risk if NIM disappoints again.
Kotak MahindraKotak's 12% ROE at 2.0x core book compares with Axis's 14% at 1.7x — Axis is cheaper for a higher and rising return.
IndusInd BankIndusInd is a governance and accounting rebuild after the derivatives loss; Axis has already done its rebuild.
Segment economics

Reported revenue mix

Segment Break-Up

share of revenue, %
  • Retail Banking
    60.7%
  • Corporate/Wholesale Banking
    23.1%
  • Treasury
    14.3%
  • Others
    1.9%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Loan Break-Up - Priority sector Breakup

share of revenue, %
  • Others
    30.9%
  • Agriculture and allied activities
    22.2%
  • Housing
    19.0%
  • Trade
    8.9%
  • Vehicle Loans
    7.0%
  • Commercial Real Estate
    5.1%
  • Basic Metal & Metal Products
    2.9%
  • Chemical & Chemical products
    2.3%
  • Infrastructure
    1.7%
  • Non-banking financial companies (NBFCs)
    0.0%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Loan Break-Up - Non-Priority sector Breakup

share of revenue, %
  • Others
    42.8%
  • Housing
    22.3%
  • Infrastructure
    9.6%
  • Non-banking financial companies (NBFCs)
    7.2%
  • Vehicle Loans
    4.4%
  • Commercial Real Estate
    4.3%
  • Trade
    3.6%
  • Basic Metal & Metal Products
    2.9%
  • Chemical & Chemical products
    2.8%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Loan Break-Up - Retail

share of revenue, %
  • Home loans
    26.0%
  • Rural lending
    17.0%
  • Loan against Property ( LAP )
    13.0%
  • Personal Loan ( PL )
    12.0%
  • Small Business Banking ( SBB )
    12.0%
  • Auto loans
    9.0%
  • Credit Cards ( CC )
    7.0%
  • Others
    4.0%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Loan Break-Up

share of revenue, %
  • Others
    38.4%
  • Housing
    21.1%
  • Agriculture and allied activities
    8.2%
  • Infrastructure
    6.7%
  • Trade
    5.5%
  • Vehicle Loans
    5.3%
  • Non-banking financial companies (NBFCs)
    4.6%
  • Commercial Real Estate
    4.6%
  • Basic Metal & Metal Products
    2.9%
  • Chemical & Chemical products
    2.6%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Location Wise Break-Up

share of revenue, %
  • India
    98.0%
  • Rest of the World
    2.0%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Customer Segment

share of revenue, %
  • Retail
    54.0%
  • Corporate
    34.0%
  • SME
    12.0%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Operating Profit Break-Up

share of revenue, %
  • Retail Banking
    37.9%
  • Corporate / Wholesale Banking
    35.4%
  • Treasury
    16.6%
  • Others
    10.0%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Borrowings Break-Up

share of revenue, %
  • Financial Institutions & Agencies
    78.2%
  • Others
    20.9%
  • Banks
    0.9%
  • Reserve Bank of India
    0.0%
  • Borrowings outside India
    0.0%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

AUM Break-Up - Asset Management

share of revenue, %
  • EQUITY
    58.1%
  • Liquid/ Money Market
    24.0%
  • Debt
    12.8%
  • ETF
    2.5%
  • Fund of Funds
    2.0%
  • Balanced schemes
    0.4%
  • Gilt
    0.1%
  • FMP
    0.1%
  • Others
    0.0%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Asset Break-Up

share of revenue, %
  • India
    95.9%
  • Others
    4.1%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Priority vs Non-Priority Sector

share of revenue, %
  • Non-Priority sector Breakup
    64.0%
  • Priority sector Breakup
    36.0%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

MSME Loan Break-Up

share of revenue, %
  • Others
    36.0%
  • Trade Retail & Wholesale
    15.0%
  • Food & Beverages
    8.0%
  • CRE
    8.0%
  • Engineering
    6.0%
  • Textiles
    6.0%
  • Services & Others
    4.0%
  • Iron & Steel Mfg
    4.0%
  • Chemicals & Fertilisers
    3.0%
  • Other Metal & Metal Products
    3.0%
  • Drugs & Pharmaceuticals
    3.0%
  • Industrials
    2.0%
  • Infra Cons
    2.0%
  • Basic Materials Others
    0.0%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Industry cycle

Banking chapter

Banking — 21.1%: the largest exposure, chosen bank by bank

Banks are the cheapest way to own an economy growing 8–9% in nominal terms, and today they are cheap for a reason that has nothing to do with their economics. Every one of the four cycles that drive bank earnings is turning in their favour: deposits are growing 15.4% (the fastest in a decade) so the funding squeeze that capped growth in FY25–26 is easing; system credit is growing 18.3% and corporate borrowing is migrating from a shrinking bond market (issuance −18%) back onto bank balance sheets; margins troughed in the June 2026 quarter after 125 bp of repo cuts and are now rising as deposits reprice; and asset quality is the best in twenty years (large private-bank net NPAs 0.3–0.5%, SBI 0.38%). Yet the Bank Nifty trades below its own long-run average. The reason is mechanical: foreign investors have sold ₹1.8 lakh crore of Indian equity in FY26 and six of their ten largest holdings are banks. They can only sell what they own. Our own work — a capital-adjusted residual-income model of the four large private banks plus SBI, built from FY17 — says the four large private banks earn 14.5–17.5% on normalised capital against a 12.25–13% cost of equity and will compound book at 12–16% a year. Over ten-year horizons EPS growth and share-price growth converge; the arithmetic is on our side even if the timing of the narrative turn is not. The important sales point is that our alpha in financials has come from selection, not the index: SBI in 2017 when retail delinquencies were better than perceived, ICICI as a top pick from 2018, Axis through its credit-cost trough (up 40–50% for us). Roughly 40% of the bank index is HDFC Bank and Kotak and we deliberately did not hug it at 4–5x book.

Datapoints the team can quote
  • System deposit growth 15.4% YoY in Aug-2026, highest since Dec-2016; non-food credit +18.3% (Jun-26); CD ratio peaked at 82.5% — RBI / Business Standard / Buoyant macro sheet
  • Corporate bond issuance −18%: wholesale borrowing is migrating back to bank balance sheets; merger-adjusted loan growth at a three-year high — Buoyant Perspectives, Aug-2026
  • FPI equity outflow ₹1.8 lakh cr in FY26 vs DII inflow ₹8.5 lakh cr; six of the ten largest FPI holdings are banks — Buoyant macro sheet
  • Large private banks: ROA 1.5–2.2%, NNPA 0.3–0.5%, CET1 14–17%; SBI ROA 1.1%, NNPA 0.38%, CET1 12.9% (1QFY27) — Company filings, Buoyant model
  • Bank Nifty below its long-run average P/B in Aug-2026; our fair P/B (RIM): HDFC Bank 1.9x, ICICI 2.2x, Axis 1.7x, SBI 1.5x, Kotak 1.6x — Buoyant private-banks initiation, Sep-2026
What we deliberately do not own

Kotak Mahindra Bank is the obvious omission. Our model rates it REDUCE: a 12% ROE bank at 2.0x core book, priced for a 17% ROE it does not earn, with CASA sliding toward 40% and a CEO succession still ahead. The argument the house has used for years — a 16–17% ROE bank cannot compound above that without dilution, so 4–5x book is unsustainable — applies with more force to a 12% one. IndusInd is a governance rebuild we do not need to underwrite; Federal Bank and AU Small Finance are good franchises but neither has IDFC First's deposit engine or its operating-leverage runway at a comparable price. Among public-sector banks, Bank of Baroda and Canara are cheaper on paper but have weaker CASA, thinner capital and none of SBI's subsidiary optionality; SBI's premium (1.25x vs 0.9–1.0x) is the price of a franchise that survived the AQR and emerged with the best retail book in the system.

Market position

Market share (where tracked)

Bank Advances - Market Share5.77 %as of Mar 26
Bank Deposits - Market Share5.09 %as of Mar 26
CIF Market Share14 %as of Jun 25
Credit Card Transactions - Market Share11.44 %as of Jul 26
Debit Card Transactions - Market Share4.77 %as of Jul 26
Equity AUM - Market Share5.78 %as of Jul 26
Foreign LC Market Share10.60 %as of Jun 25
Forex Cards - Market Share30 %as of Jun 22
Sector datapoints

From the one-pager

  • System deposit growth 15.4% (Aug-26); credit +18.3%; corporate bond issuance −18% is pushing wholesale borrowing back to banks
  • FCNR(B) scheme has brought $20 bn+ into the system, easing dollar funding for the large private banks
  • Bank Nifty below long-run P/B average; Axis at 1.7x core is at fair value — only HDFC Bank (1.6x) is cheaper among the big four