HSIE Results Daily - IndusInd Bank, ICICI Prudential Life, L&T Technology Services
IndusInd Bank (IIB) reported its highest-ever quarterly earnings, in line with estimates, predominantly led by strong loan growth (+21% YoY),...
291 Views
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%...
365 Views
HSIE Results Daily: IndusInd Bank, Macrotech Developers
IndusInd Bank: IndusInd Bank (IIB) reported its highest-ever quarterly earnings, mainly led by strong loan growth (+21% YoY), stable margins and...
227 Views
Leveraged Financials: ‘Pause and Effect’ - interesting trade-offs ahead
As banks and NBFCs navigate the growth-margin trade-off, we argue that the combination of lower growth and lower spreads is not priced into valuations
317 Views
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...
496 Views