Leveraged Financials: Emerging Long-Tail Risks in Unsecured Credit
India’s heterogenous unsecured retail credit market (US$160bn, 3-year CAGR at ~23%) has been in the headlines ever since the RBI clamped down on...
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DCB Bank Ltd. - Growth Momentum Sustains; Margin Pressures Persist!
NII growth was lower at 16/1% YoY/QoQ owing to NIM compression of 14bps, which was largely inline with our expectations.
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Pick of the Week - DCB Bank Ltd. - 7 August 2023
DCB Bank (DCB) is a retail-focused bank that offers a diversified suite of products, primarily catering to self-employed borrowers (80-90% of the...
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DCB Bank Ltd - Soft Quarter; ~1% RoA Deliverable!
DCB’s disbursements de-grew by 16% QoQ, owing to seasonality and the bank’s slower pace of MSME disbursals. However, advances growth continues to...
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HSIE Results Daily: Marico, Macrotech Developers, Mahindra & Mahindra Financial Services
Marico: Marico’s consolidated revenue fell by 3% YoY, given a one-off channel inventory adjustment leading to a 5% decline in domestic revenues as...
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