Cholamandalam Invst. & Finance Company Ltd. - Strong Quarter!
Disbursements growth was robust at 18/11% YoY/QoQ – led by LAP (+55/25% YoY/QoQ), Housing Loans (24/10% YoY/QoQ) and New Businesses (+24/15% YoY/QoQ).
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Long Term Compounders: Decadal Economic Trends Present Opportunities
India’s GDP is expected to double from its current level of USD 3.57trn (in FY24E) to USD 7trn in 2030. This will be a result of inherent...
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BFSI Q4FY24 - Earnings Preview
The systemic credit growth (as of 22nd Mar’24) continued to remain robust, registering a growth of ~20% YoY (~16.3% YoY ex-HDFC).
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India Equity Strategy: Input Cost Benefits Drive Earnings Growth, Revenue Contribution Muted
Q3FY24 earnings season saw an overall in-line performance, with wide divergences across sectors and companies. Aggregate revenue/PAT grew by 5%/20%...
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BFSI Q1FY24 - Earnings Preview
Q1 is a seasonally weak quarter, despite which we expect banks under our coverage to continue delivering a strong credit growth of ~15-16% YoY in...
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