Primer: Poonawalla Fincorp (POONAWAL IN) - Oct 2025
Transformed Business Model: Following the acquisition by the Poonawalla Group, the company has pivoted from its legacy as Magma Fincorp to a...
317 Views
The Beat Ideas: Poonawalla Fincorp Ltd.- Leading the Charge in Digital-First Financial Services
​Poonawalla Fincorp aims for 5-6x AUM growth in 5 years with new products, digital innovation, and gold loan expansion. Tech-first approach and...
520 Views
Poonawalla Fincorp - Legacy Book Stress Keeps Credit Costs Elevated
Poonawalla Fincorp’s (PFL) 3QFY25 PAT declined ~93% YoY to ~INR187m (vs. MOFSLe: INR1.52b). NII grew ~25% YoY to ~INR6.1b (in line), while PPoP...
150 Views
AMFI Stock Reclassification Preview (Dec 2025): New Listings Shaking Up the Rankings
We currently forecast 31 migrations for the AMFI December reclassification. Many IPOs could be added to Large/Mid cap. The forecast upward...
530 Views
NBFC Q2FY26 Outlook - Rate Cuts, Credit Stress & Selective Wins in NBFCs
​Soft demand outside gold, easing co-funding costs, shifting asset quality stress in vehicle finance and micro-LAP. Divergence in NBFC subsegments...
261 Views