Top Conviction Ideas - “Banks, Financial Services and Insurance (BFSI)”
Banks (incl. SFBs) credit growth was marginally below our estimates, delivering an 11% YoY (vs our expectation of ~12% YoY) growth as banks exit...
226 Views
Sagility India IPO Lockup - US$1.5bn Lockup Release; PE Promoter Will Have to Trim for Free-Float
Sagility B.V. plans to offload up to 15.02% stake in Sagility India via block deals worth INR26.7bn (US$314.7m). The secondary share sale is priced...
964 Views
Schloss Bangalore IPO - Thoughts on Peer Comp and Valuation
Schloss Bangalore Limited is looking to raise about US$400m in its upcoming India IPO. The deal has been downsized from an earlier size of US$600m....
600 Views
Impact Of Contracting NIM On Indian Banks Earnings
Indian banks face declining Net Interest Margins in FY25 and FY26 due to RBI rate cuts and deposit competition, impacting profit despite stable...
457 Views
Schloss Bangalore IPO - Growth Has Softened; Corporate Structure Reorganised
Schloss Bangalore Limited (SBL) is looking to raise about US$409m in its India IPO. The deal has been downsized from an earlier size of around...
350 Views