Housing Finance: New market structures open up investment universe
India’s home loan (HL) market (INR26trn, 17% of overall credit) is poised to double by FY28E on the back of secular trends around improving...
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HSIE Results Daily: Godrej Consumers, Bharat Petroleum Corporation, Jubilant FoodWorks
Godrej Consumers: GCPL’s consolidated revenue grew 7% YoY, with domestic/international clocking 8/6% YoY growth (9/8% three-year CAGR)
326 Views
Leveraged Financials: The final stages of “easy money”
A combination of structural and cyclical factors have resulted in shrinking liquidity buffers and rising cost of funding across financial...
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HSIE Results Daily: Asian Paints, Larsen & Toubro, Aether Industries...
Asian Paints: Asian Paints continues to deliver robust sales growth, at 54% YoY (three year CAGR: 19%; 7% above estimates)
293 Views
Ujjivan Small Finance Bank - Margin Contraction Sharper than Expected
Disbursements grew by 18/9% YoY/QoQ, primarily led by non-MFI segments which grew by 37/21% YoY/QoQ. MFI disbursements were up 13/5% YoY/QoQ.
351 Views