Q2FY26 Earnings Preview - Banks, Financial Services & Insurance (BFSI)
The systemic credit growth as of 19 th September, 2025, stood at 10.4% YoY, with muted growth seen in retail and corporate segments.
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Axis Top Picks for the month of October 2025
Relative Underperformance Provides an Opportunity to Add Equity for the Long Term: On a YTD basis, the Indian market has underperformed the US...
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Diversified NBFCs: Corporate sponsored NBFCs: call option at formation lap
Most corporate-sponsored NBFCs have struggled to deliver consistent value creation over the past decade, barring a few exceptions such as BAF and CIFC
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Axis Top Picks for the month of September 2025
Axis Top Picks Basket delivered a return of 16.2% in the last six months against the 10.4% returns posted by Nifty 50, outperforming the Nifty 50...
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Top Conviction Ideas - “Banks, Financial Services and Insurance (BFSI)”
Banks (incl. SFBs) credit growth was largely in line with our estimates, delivering an 11% YoY growth in Q1FY26, thereby broadly replicating...
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