Navigating MFI Consumer Credit Exuberance - A Rocky Road Head
The Pain in Consumer Leverage is now showing up in the earnings. "CreditAccess Grameen has revised its guidance for FY25 for the second time in...
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HSIE Results Daily: UltraTech Cement, Bharat Petroleum Corporation
UltraTech Cement: We maintain ADD on UltraTech (UTCEM) with a revised target price of INR 12,100 (valuing it at 17x Mar-27E consolidated EBITDA)
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Ujjivan Small Finance Bank - Higher MFI Stress Dents Earning
Ujjivan SFB reported 24% PAT miss at Rs2.3bn, mainly due to lower other income and higher provisions, as stress in MFI accelerates.
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Ujjivan Small Finance - Asset Quality Concerns Persist; FY25 Growth Momentum to Derail!
Microfinance stress persists; likely to settle down by Q4: UJSFB has continued to face challenges in Q2FY25 in the microfinance portfolio,...
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Q2FY25 Earnings Preview - Banks, Financial Services and Insurance
Mirroring the systemic credit growth trends, we expect banks under our coverage (incl. SFBs) to register credit growth of ~14/4% YoY/QoQ.
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