Quarterly Flipbook: Earnings growth and downgrade cycle bottoming-out
The aggregate performance of the Q1FY26 earnings season was steady as sequential improvement in YoY PAT growth continued in the current quarter
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Top Conviction Ideas - “Banks, Financial Services and Insurance (BFSI)”
Banks (incl. SFBs) credit growth was largely in line with our estimates, delivering an 11% YoY growth in Q1FY26, thereby broadly replicating...
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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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HSIE Results Daily: Kotak Mahindra Bank, Sobha
Kotak Mahindra Bank: Kotak Mahindra Bank’s (KMB) Q1FY26 earnings missed estimates on the back of higher-than-expected NIM compression
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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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