HSIE Results Daily: Bajaj Auto, Trent, Cholamandalam Investment and Finance Company..
Bajaj Auto: Considering the improved outlook in the domestic market—supported by GST rate rationalization, product up-trading, and a focus on new...
195 Views
NBFC Q2FY26 Outlook - Rate Cuts, Credit Stress & Selective Wins in NBFCs
​Soft demand outside gold, easing co-funding costs, shifting asset quality stress in vehicle finance and micro-LAP. Divergence in NBFC subsegments...
381 Views
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
218 Views
Thematic Report : Impact of Rate Cuts on Profitability of NBFCs and HFCs in India
​NBFCs with more floating-rate liabilities and less floating-rate assets set to profit from rate cuts, with increased profitability expected in...
531 Views
Top Conviction Ideas - “Banks, Financial Services and Insurance (BFSI)”
Banks (incl. SFBs) credit growth was marginally below our estimates, delivering an 11% YoY (vs our expectation of ~12% YoY) growth as banks exit...
265 Views