Q4FY25 Earnings Preview - Banks, Financial Services and Insurance (BFSI)
We would watch out for management commentary on growth trajectory in FY26 and direction for recovery in the unsecured segments, particularly MFI...
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Quarterly Flipbook: Diminishing growth, downgrades intensify across sectors
The aggregate performance of the Q3FY25 earnings season was subdued, in line with expectations, but reflected marginal improvement on a QoQ basis,...
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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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Q3FY25 - Consolidated Earnings Preview
The Q3FY25 earnings season was marked by a) Festival demand, 2) Sequential improvement in government spending, 3) Moderation in Urban consumption
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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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