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AXIS Bank Ltd

AXISBANK · Regional Banks · INE238A01034

Analyst mean 1.60 · 40 analysts · 75% bullish
₹1,235.40
Close 2026-07-31 · Balanced risk

Reading the Statements forensic interpretation

What the numbers mean when read together — computed from the filings, not a score.

Profit is not turning into cash

Operating cash flow is just -31% of trailing profit — the classic pattern where reported earnings are not backed by cash. This is the single most important thing to understand on this page.

Full read

Operating cash flow ₹-8,637 cr against trailing net profit ₹27,939 cr. When profit rises but cash does not follow, the questions are: are receivables ballooning, is revenue being recognised ahead of collection, or are costs being capitalised?

Net margin expanding

Net margin improved from 19.4% to 21.6% year-on-year — the business is keeping more of each rupee.

Full read

Quarter net margin 21.6% vs 19.4% four quarters earlier. Expansion from operating leverage is healthy; verify it is not a one-off gain.

Burning cash after capex

Free cash flow is negative — the business consumes more than it generates once capex is paid. Fine if it is deliberate growth investment; a problem if it is structural.

Full read

Latest free cash flow ₹-10,797 cr, negative in 5 of 12 years. Check whether the burn funds expansion (dark stores, plants, ports) or merely sustains operations.

Other income is a big part of profit

Other income is 85% of pre-tax profit — a large share of the profit comes from outside the core operating business.

Full read

Trailing other income ₹29,292 cr against pre-tax profit ₹34,275 cr. High other-income dependence means the headline profit is flattered by treasury, one-offs, or non-operating items rather than the core business.

Price & Valuation 10-year, split-adjusted

Markers show corporate actions (splits, bonus, dividends). Prices are split-adjusted so the series is continuous.

Valuation & Quality

Ownership & Skin in the Game

Promoter7.87% ▼ 0.27
FII39.91%
DII
Mutual Funds33.00%

Quarterly Financials ₹ cr

MetricSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Revenue31,60132,16232,45232,34832,31033,70934,17135,542
Expenses12,41211,91311,94313,98314,30212,74314,81612,837
Other Income7,6036,7977,5068,0537,4607,1896,9727,671
Depreciation00000000
Profit before tax9,1779,0079,8958,1807,4969,3717,24710,161
Net Profit7,4366,7797,5096,2795,5677,0607,6427,670
EPS23.9321.7824.1320.1317.8222.5824.4624.54

Balance Sheet ₹ cr, annual

ItemMar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital613614615617619622
Reserves102,981117,647129,166156,406186,616214,414
Borrowings
Fixed Assets4,5014,7535,0005,8606,6616,776
CWIP118215142267121269
Investments225,336274,608288,095332,354396,685446,422
Total Assets1,001,0051,195,5291,344,4181,518,2391,656,9631,946,050
DISCLAIMER: FinMinutes is a financial data and analytics platform, not a SEBI-registered investment adviser. Everything here is for educational and informational purposes. Forensic interpretations are computed from disclosed data and are not recommendations. Do your own due diligence.