Leveraged Financials | Microfinance: Positioning for the Down Cycle
The INR4.2trn microfinance industry (MFI) has witnessed a strong 20% CAGR over FY21-24, driven by a simultaneous increase in borrower count (13%...
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Leveraged Financials - Microfinance: Positioning for the Down Cycle
The INR4.2trn microfinance industry (MFI) has witnessed a strong 20% CAGR over FY21-24, driven by a simultaneous increase in borrower count (13%...
444 Views
Q2FY25 Earnings Preview - Banks, Financial Services and Insurance
Mirroring the systemic credit growth trends, we expect banks under our coverage (incl. SFBs) to register credit growth of ~14/4% YoY/QoQ.
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Top Sector Ideas: Banking, Financial Services and Insurance (BFSI) Q1FY25
Banks (incl. SFBs) under our coverage continued to report healthy credit growth at ~15% YoY (ex-HDFCB), marginally lower than our expectation of...
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Bandhan Bank - Business Gaining Normalcy; Lower Provisions Drive Earnings Beat
Bandhan Bank Bandhan Bank (BANDHAN) reported a healthy beat on PAT at INR10.6b (+47.5% YoY) fueled by controlled opex and provisions.
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