External broker reports(aggregated public sources), Motilal Oswal Financial Services Limited

Motilal Oswal

External broker reports(aggregated public sources)

Motilal Oswal Financial Services Limited

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>RBL Bank (RBK) reported 2QFY25 PAT of INR2.2b (12% miss, down 24% YoY), dragged down by high provisions.</li><li>NII grew 9.5% YoY to INR16.2b (3% miss) as NIMs moderated 32bp QoQ to 5.35%.</li><li>Advances grew at a modest 15.1% YoY/1.4% QoQ, while deposits increased by 6.5% QoQ (up 20.2% YoY).</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

RBL Bank (RBK) reported 2QFY25 PAT of INR2.2b (12% miss, down 24% YoY), dragged down by high provisions.NII grew 9.5% YoY to INR16.2b (3% miss) as NIMs moderated 32bp QoQ to 5.35%.Advances grew at a modest 15.1% YoY/1.4% QoQ, while deposits increased by 6.5% QoQ (up 20.2% YoY).Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

RBL Bank - Weak Quarter; Fresh Slippages Remain High

External broker reports(aggregated public sources), ICICI Securities Ltd

ICICI Securities Limited

ICICI Securities Ltd

ICICI Securities Limited provides investment services. The Company provides corporate and investment banking, securities, wealth management, retail brokerage, initial public offerings, and advisory services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<p>Uncertainty looms at RBL Bank with the RBI’s appointment of Additional Director on bank’s Board and the Board accepting Mr. Vishwavir Ahuja’s (MD &amp; CEO) leave for six months. More so, after management highlighting that these developments are not in any manner a reflection on business fundamentals or strategy of the Bank.</p><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Uncertainty looms at RBL Bank with the RBI’s appointment of Additional Director on bank’s Board and the Board accepting Mr. Vishwavir Ahuja’s (MD &amp; CEO) leave for six months. More so, after management highlighting that these developments are not in any manner a reflection on business fundamentals or strategy of the Bank.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Uncertainty looms: RBI inducts Additional Director, MD & CEO steps down

<p>RBK reported a weak 2QFY22, with a PAT of INR308m, impacted by elevated provisions (INR6.5b) and weak NII trends, as margin contracted sharply by 30bp QoQ to 4.06%. On the business front, loan growth remained muted, affected by a sharp decline in Micro Banking and the Business loans...</p><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

RBK reported a weak 2QFY22, with a PAT of INR308m, impacted by elevated provisions (INR6.5b) and weak NII trends, as margin contracted sharply by 30bp QoQ to 4.06%. On the business front, loan growth remained muted, affected by a sharp decline in Micro Banking and the Business loans...Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Muted performance; earnings trajectory set to recover

External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

<p>HSIE Results Daily NTPC: Generation/sales increased 19.2%/19.3% YoY to 71.7bn/66.6bn unit in Q1FY22 on the back of demand recovery. Coal PAF, however, declined in Q1FY22 to 94% vs 96% YoY, but coal PLF was up at 70% in Q1FY22 vs 58.2% YoY. Underrecovery in Q1FY22 came in at INR1.9bn. After adjusting for previous periods and one-off items, adjusted PAT came in at INR31.6bn above our estimate. Debtors (&gt;45 days) increased to INR90bn vs INR65bn QoQ during the second corona wave. NTPC plans to add 15GW of RES capacity by FY24 and another 45GW by FY32.</p>
<div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

HSIE Results Daily NTPC: Generation/sales increased 19.2%/19.3% YoY to 71.7bn/66.6bn unit in Q1FY22 on the back of demand recovery. Coal PAF, however, declined in Q1FY22 to 94% vs 96% YoY, but coal PLF was up at 70% in Q1FY22 vs 58.2% YoY. Underrecovery in Q1FY22 came in at INR1.9bn. After adjusting for previous periods and one-off items, adjusted PAT came in at INR31.6bn above our estimate. Debtors (&gt;45 days) increased to INR90bn vs INR65bn QoQ during the second corona wave. NTPC plans to add 15GW of RES capacity by FY24 and another 45GW by FY32.
Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

HSIE Results Daily: NTPC, IOC, Britannia and More

India

RBL Bank is an Indian private sector bank that provides a comprehensive range of banking and financial services to retail, corporate, and institutional customers. Its offerings include savings and current accounts, fixed deposits, credit cards, loans, investments, and digital banking solutions. The bank was founded in 1943 and is headquartered in Mumbai, India.

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RBL Bank (RBK IN)

RBL Bank - Weak Quarter; Fresh Slippages Remain High

RBL Bank (RBK) reported 2QFY25 PAT of INR2.2b (12% miss, down 24% YoY), dragged down by high provisions.NII grew 9.5% YoY to INR16.2b (3% miss)

Motilal Oswal

Uncertainty looms: RBI inducts Additional Director, MD & CEO steps down

Uncertainty looms at RBL Bank with the RBI’s appointment of Additional Director on bank’s Board and the Board accepting Mr. Vishwavir Ahuja’s (MD &...

ICICI Securities Limited

Muted performance; earnings trajectory set to recover

RBK reported a weak 2QFY22, with a PAT of INR308m, impacted by elevated provisions (INR6.5b) and weak NII trends, as margin contracted sharply by...

Motilal Oswal

HSIE Results Daily: NTPC, IOC, Britannia and More

NTPC: Generation/sales increased 19.2%/19.3% YoY to 71.7bn/66.6bn unit in Q1FY22 on the back of demand recovery. Coal PAF, however, declined in...

HDFC Securities

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