India Equity Strategy: Banks continue to lead the pack; profitability improves for most sectors
Our coverage universe saw strong YoY revenue growth in auto, lending financials, industrials, IT, cement and power sectors
474 Views
India Equity Strategy - Banks Continue to Lead the Pack; Profitability Improves for Most Sectors
Q4FY23 earnings season saw an overall in-line performance, with wide divergences across sectors and companies. Aggregate revenue/PAT grew by 13%/9%...
450 Views
HSIE Results Daily: Bajaj Finance, Maruti Suzuki, SBI Life Insurance
Bajaj Finance: Bajaj Finance (BAF) delivered yet another strong operating performance with RoA at over 5% and earnings growth of 30% YoY, despite a...
350 Views
Bajaj Finance Ltd. - RoA to Remain Strong Despite Margin Pressures!
Robust customer acquisition; BAF added 3.1 Mn customers during Q4FY23 (vs 2.2/3.1 Mn customers YoY/QoQ), taking the total customer base to 69.1 Mn...
395 Views
Bfsi Q4fy23 Result Preview – yet Another Strong Quarter!
We expect the banks under our coverage to mirror the strong systemic credit growth, thereby delivering a robust ~17% YoY credit growth in Q4FY23.
353 Views