Top Conviction Ideas - “Banks, Financial Services and Insurance (BFSI) ”
Banks (incl. SFBs) under our coverage reported an in-line performance, delivering a credit growth at ~12% YoY, mirroring systemic growth.
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Axis Top Picks for the month of February 2025
Axis Top Picks Basket delivered excellent returns of 12% in the last year against an 8.2% return posted by Nifty 50 over the same period, beating...
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HSIE Results Daily: ICICI Bank, Shriram Finance, AU Small Finance Bank, CreditAccess Grameen
ICICI Bank’s (ICICIBC) Q3FY25 earnings marginally beat estimates on the back of strong operating performance, healthy growth on both sides of the...
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Q3FY25 Earnings Preview - Banks, Financial Services and Insurance (BFSI)
We expect banks under our coverage to deliver ~12% YoY credit growth in Q3FY25, in-line with industry growth. We would expect the systemic growth...
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ICICI Bank - Well Poised to Deliver Sustainable Growth and Profitability!
ICICIBC has delivered a robust ~17% CAGR in loans over FY22 to FY24, driven by Retail, Business Banking and SME segments while leveraging data...
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