Top Sector Ideas: Banking, Financial Services and Insurance (BFSI) Q1FY25
Banks (incl. SFBs) under our coverage continued to report healthy credit growth at ~15% YoY (ex-HDFCB), marginally lower than our expectation of...
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Q1FY25 Earnings Preview - Banking, Financial Services and Insurance (BFSI)
As of 14th Jun’24, the systemic credit growth continues to remain near a multi-year high, registering a robust growth of ~19% YoY (~15.5% YoY ex...
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BFSI Q4FY24 - Earnings Preview
The systemic credit growth (as of 22nd Mar’24) continued to remain robust, registering a growth of ~20% YoY (~16.3% YoY ex-HDFC).
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BFSI Q3FY24 - Earnings Preview
Robust Systemic Credit Growth Driven by Retail, SME: The systemic credit growth (as of 15th Dec, 23) stood at ~20% YoY (~15.7% YoY ex-HDFC).
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India Equity Strategy: Input cost deflation hurts topline but boosts profitability
Large-cap stocks of the coverage universe dominated the incremental earnings, which grew by 55% YoY, while the midcap category grew by 24% YoY
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