NBFC Stocks India

This Cards’ Company’s Worst Problem Is Getting Better Fast

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Credit cost nearly halved year-on-year, PAT up 20%, asset quality visibly improving — but AUM growth remains anaemic and corporate spends are doing the heavy lifting The SBI Cards investment thesis has always had two sides — the credit quality recovery, and the revenue growth recovery. Q1FY27 delivered convincingly on the first and less convincingly … Read more

This NBFC Just Had a Quarter That Answered the Market’s Biggest Question About the Stock

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Credit quality improving across every segment, gold loans scaling fast, and AI transforming loan processing  For the better part of the last eighteen months, the central debate around Bajaj Finance has not been about growth — it has been about credit quality. Whether the stress in certain pockets of the consumer lending book was transient … Read more