Banks and NBFCs Sector Update - Fundamentals Firm, Valuations Now More Compelling
Phase 1 proved challenging, with headwinds largely playing out over H1FY26 and was characterised by slower disbursement and loan growth, deposit...
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Q3FY26 - Consolidated Earnings Preview
Q3FY26 earnings season unfolded against a relatively more stable macro and policy backdrop, marked by a confluence of supportive domestic factors...
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Q3FY26 Earnings Preview - Banks, Financial Services & Insurance (BFSI)
The systemic loan growth has shown signs of revival, and as per the latest RBI print as of 15th December, 2025, systemic credit growth stood at 12%...
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Q2FY26 Earnings Preview - Banks, Financial Services & Insurance (BFSI)
The systemic credit growth as of 19 th September, 2025, stood at 10.4% YoY, with muted growth seen in retail and corporate segments.
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Axis Top Picks for the month of October 2025
Relative Underperformance Provides an Opportunity to Add Equity for the Long Term: On a YTD basis, the Indian market has underperformed the US...
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