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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Vehicle Financing - Secular Opportunity Meets Cyclical Tailwinds
With green shoots in the underlying PV and CV segments, the Indian vehicle financing disbursals (FY22: ~US$ 42bn) is poised to ride a secular 15%+...
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Mahindra Finance - Treading Towards Normalcy
Mahindra Finance reported PAT of Rs6bn, led by lower provisions. NIMs (calc) declined by 83bps QoQ to 9.8% as the NBFC reversed higher interest...
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Asset quality improvement led to provision write-backs
Operating profit rose 36% QoQ to INR10.2b (10% beat) due to higher interest income from the write-back of NPA upgrades. This impact on PPOP was...
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HSIE Results Daily: DLF, Dr. Reddy’s, IndusInd Bank and More
HSIE Results Daily DLF: DLF surprised positively on presales at INR 10bn (6.6x/-5% YoY/QoQ) despite the lockdown during the quarter. While office...
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