Housing Finance: New market structures open up investment universe
India’s home loan (HL) market (INR26trn, 17% of overall credit) is poised to double by FY28E on the back of secular trends around improving...
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HSIE Results Daily: LIC Housing Finance, Vinati Organics, The Ramco Cements
Credit costs shot up to ~120bps (annualised), as the company shored up its Stage-III provisions to 51% (Q2FY23: 44%) in order to maintain healthy...
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Aequitas: Indo-MIM IPO Trading - Strong Overall Demand
Indo-MIM Ltd (IML) raised about US$395m in its India IPO. In this note, we talk about the demand and the trading dynamics.
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HSIE Results Daily: State Bank of India, Titan, Bharat Petroleum Corporation
Slippages were elevated QoQ (~1.5%), driven by SME, agri and retail including INR20bn from the restructured portfolio (~1% of loans)
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The Rise of Shareholder Activism in India
Shareholder activism is on the rise in India with several recent instances where investors have raised concerns through voting rights and EGMs as...
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