BFSI Q1FY24 - Earnings Preview
Q1 is a seasonally weak quarter, despite which we expect banks under our coverage to continue delivering a strong credit growth of ~15-16% YoY in...
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India Equity Strategy: Banks continue to lead the pack; profitability improves for most sectors
Our coverage universe saw strong YoY revenue growth in auto, lending financials, industrials, IT, cement and power sectors
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India Equity Strategy - Banks Continue to Lead the Pack; Profitability Improves for Most Sectors
Q4FY23 earnings season saw an overall in-line performance, with wide divergences across sectors and companies. Aggregate revenue/PAT grew by 13%/9%...
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HSIE Results Daily: Bajaj Finance, Maruti Suzuki, SBI Life Insurance
Bajaj Finance: Bajaj Finance (BAF) delivered yet another strong operating performance with RoA at over 5% and earnings growth of 30% YoY, despite a...
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Bajaj Finance Ltd. - RoA to Remain Strong Despite Margin Pressures!
Robust customer acquisition; BAF added 3.1 Mn customers during Q4FY23 (vs 2.2/3.1 Mn customers YoY/QoQ), taking the total customer base to 69.1 Mn...
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