Bfsi Q4fy23 Result Preview – yet Another Strong Quarter!
We expect the banks under our coverage to mirror the strong systemic credit growth, thereby delivering a robust ~17% YoY credit growth in Q4FY23.
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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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Home First Finance (HOMEFIRS IN) | The Bounce Mystery & Way Forward
Affordable housing lenders like HOMEFIRS typically lend to vulnerable customers. Despite efforts, customer behaviour may not change and pose risks...
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IndusInd Bank- RBI's Decision May Not Be a Red Flag
Shortening of tenures by the RBI have been common for BFSIs. The move does not explicitly indicate any fundamental deficiency which is why...
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AU Small Finance Bank - Steady Operating Performance; Loan Growth Accelerates
AUBANK reported 30% YoY growth in net earnings (8% beat), driven by lower provisions. However, operating profit came in line with growth in NII,...
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