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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HSIE Results Daily: Federal Bank, Stylam Industries
Federal Bank’s (FB) Q1FY26 earnings missed our estimates, owing to elevated provisioning towards the MFI portfolio, coupled with muted growth on...
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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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Rural India: Shifting economic foundations
Against this backdrop, our report is a bottom-up analysis of ~250 rural districts across eight key Indian states, representing ~72% of rural India GDP
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HSIE Results Daily: Bajaj Auto, TVS Motor, Federal Bank, Petronet LNG
Bajaj Auto: Bajaj Auto’s Q3FY25 EBITDA margin at 20.2% was ahead of our estimate of 19.9% and in line with the Bloomberg consensus estimate of 20.2%
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