Mahindra Finance - Credit Cost to Normalize in H2; Reiterate BUY
Driven by the surge in credit cost (Q2: Rs7.0bn vs our estimate of Rs5.0bn and Q1: Rs4.5bn), MMFS reported weaker profitability in Q2FY25, with PAT...
138 Views
Mahindra Finance - Inflection Point Around the Corner; Valuation Palatable; Upgrade to BUY
With Q2FY25 business updates already lowering expectations on growth and the asset quality front, we believe the negativities around growth, asset...
150 Views
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...
222 Views
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
336 Views
HSIE Results Daily: Bajaj Finance, ICICI Prudential Life, Persistent Systems, Supreme Industries
Bajaj Finance: Bajaj Finance (BAF) reported a mixed set of earnings with steady loan growth (+29% YoY) and improving operating efficiency offset by...
178 Views