HSIE Results Daily: Bajaj Finance, Torrent Pharma, ICICI Prudential Life
Bajaj Finance (BAF) earnings were below our estimates on account of elevated provisioning (2.1%, adjusted for management overlay), and NIM...
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Bajaj Finance Ltd. - Mixed-Bag Performance, Performance Normalisation From H2FY25!
The company booked ~11 Mn loans during the quarter (+10/39% YoY/QoQ), though it was partially impacted by restrictions on 2 lending products (RBI...
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Hyundai Motor India Pre-IPO - Thoughts on Valuation
Hyundai Motor (005385 KS) is looking to raise around US$3bn via listing its India unit, Hyundai Motor India. In this note, we talk about valuations.
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Hyundai Motor India Pre-IPO - Peer Comparison - Doesn’t Stand Out
Hyundai Motor (005380 KS) is looking to raise around US$3bn via listing its India unit, Hyundai Motor India. In this note, we undertake a peer...
691 Views
Bajaj Finance Ltd. - Strong Performance Delivery Despite Multiple Challenges!
The company delivered strong RoA and RoE of 4.4% and 22%, respectively, in FY24 despite facing margin pressures and marginally higher credit costs.
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