DCB Bank Ltd. - Good Quarter; Pushing for Sustainable RoA of 1% from FY26!
Growth visibility healthy: In Q3FY25, one of DCB’s largest co-lending partners resumed the business origination driving healthy growth in the book.
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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...
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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...
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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...
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HSIE Results Daily: Reliance Industries, RBL Bank, DCB Bank
Reliance Industries: Our ADD rating on Reliance Industries (RIL) with a price target of INR 1,655/sh is premised on (1) EBITDA growth in the...
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