Mahindra Finance - Satisfactory Performance
Emkay Global Financial's research report onMahindra Finance MMFS reported a satisfactory performance in Q4FY24, against the backdrop of the already...
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Mahindra Finance - Sizable Fraud Detected in Branch in the Northeast
The company estimates that the impact of this fraud is unlikely to exceed Rs1.5bn, which is relatively manageable at ~6% of FY24 PBT
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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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HSIE Results Daily: Kotak Mahindra Bank, Indian Hotels, Supreme Industries
Kotak Mahindra Bank (KMB) delivered a strong beat, led by healthy loan growth (+18% YoY), reflation in NIMs (+28bps QoQ), and lower-than-expected...
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Connecting the Dots - The Changing Contours of PV Financing
Post the publication of our cross-sector Vehicle Finance thematic, we met about 50 investors and passenger vehicle (PV) dealers across key markets.
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