Leveraged Financials: Transmission Underway, Searching for Growth Catalysts
The Reserve Bank of India (RBI), in its latest monetary policy committee (MPC) meeting, maintained status quo on policy rates while also retaining...
166 Views
HSIE Results Daily: Bandhan Bank, Nuvoco Vistas Corporation, Shoppers Stop
Bandhan Bank’s (BANDHAN) earnings missed estimates, largely on account of elevated credit costs (3.5% annualized), led by continued stress in the...
310 Views
Q1FY26 Earnings Preview - Banks, Financial Services and Insurance (BFSI)
The systemic credit growth (as of 13th June, 2025) has derailed to <10%. This can be attributed to a meaningful slowdown in the unsecured loans...
416 Views
Leveraged Financials | Microfinance: Positioning for the Down Cycle
The INR4.2trn microfinance industry (MFI) has witnessed a strong 20% CAGR over FY21-24, driven by a simultaneous increase in borrower count (13%...
331 Views
Leveraged Financials - Microfinance: Positioning for the Down Cycle
The INR4.2trn microfinance industry (MFI) has witnessed a strong 20% CAGR over FY21-24, driven by a simultaneous increase in borrower count (13%...
524 Views