High Conviction Ideas:Banking, Financial Services & Insurance
Banks (incl. SFBs) fared better across parameters in a seasonally weak Q1, with the key highlight of the quarter being robust credit growth...
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The Beat Ideas: Shriram Finance - Steering Steady Through Change, Poised for the Next Growth Wave
Shriram Finance beats estimates with 11.4% PAT growth, driven by lower credit costs and improved asset quality. Post-merger efficiencies...
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Shriram Finance Ltd. - Inline Quarter; Growth Outlook Optimistic!
SLF’s 8 bps NIM improvement was aided by utilisation of excess liquidity, which currently stands at normalised levels, equivalent to 3 months (vs 5...
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Event Update - RBI Monetary Policy - April 2026
The RBI’s decision to maintain the repo rate and its Neutral stance did not come as a surprise and was already priced-in. We believe this could be...
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India's Guided Growth Playbook: 20 Companies Telling You Exactly Where They're Going
These are 20 Indian Companies offering specific, multi-metric guidance signal confidence and accountability in a market dominated by execution risk.
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