Nbfc

How the ongoing geopolitical conflict affects NBFCs

The tension could adversely impact funding cost and asset quality for NBFCs

West Asia war impact is coming for NBFC balance sheets soon

NBFCs would be fighting multiple fires as the West Asia war drags on.

Airtel unveils Rs 20,000-crore NBFC war chest to scale digital lending

The announcement follows Airtel Money receiving its NBFC licence from the RBI on February 13, formally enabling the telecom major to scale its digital lending ambitions

Hit by US visa policies, education-loan NBFCs see growth slowdown, deferred IPOs

To offset the slowdown, lenders are increasingly betting on other international markets such as the UK, Australia and parts of Europe, while also exploring newer destinations to sustain growth momentum

IHC to house Sammaan Capital under new global financial services platform

Judan Financial, expected to be valued at around AED 100 billion, will combine financial services stakes held by IHC and its subsidiaries, including Alpha Dhabi Holding, 2PointZero Group and Sirius International Holding.

Satya Microcapital taps new investors after majority shareholder Gojo backs out of rights issue

The move comes as Satya Microcapital is looking to shore up its balance sheet amid an industry-wide problem of bad loans and deteriorating financial performance.

Why investors must keep an eye on Bajaj Finance’s asset quality, post Q3

Bajaj Finance has proactively set apart provisions using ECL method against potential stress, but investors should remain wary

Bajaj Finserv Q3 FY26 results: Net profit remains flat on-year at Rs 2,229 crore on higher provisions, labour code costs

Bajaj Finserv Q3 FY26 Results: Net profit flat on-year due to higher credit provisions and one-time labour code costs.

Cholamandalam Investment: Positive outlook, valuation rich but will sustain

Healthy margin, low credit cost will support earnings growth and support valuations

Bajaj Housing Finance Q3 FY26 results: Net profit jumps 21% YoY to Rs 665 crore

Bajaj Housing Finance reported a 21 percent year-on-year rise in Q3 FY26 net profit to Rs 665 crore, led by a 19 percent increase in net interest income to Rs 963 crore. Asset quality remained stable, with gross NPAs at 0.27 percent and net NPAs at 0.11 percent.

Mahindra Finance Q3FY26: Pick-up in disbursements growth, lower credit cost to sustain

Sustained ROA expansion hinges on diversification-driven growth, stable asset quality

Will HDB Financial’s profit surge keep its momentum?

Growth recovery, stable asset quality, and improved product mix can trigger valuation re-rating

Data Story | Big dreams, and bigger leverage fuel India’s small business loans

India’s small firms have greater access to formal credit but that should come with a warning against too much leverage.

NBFC credit growth led by services, retail; power sector share moderates in FY25

Total gross advances by NBFCs rose to Rs 48.39 lakh crore at end-March 2025 from Rs 40.53 lakh crore a year ago.

Open to more acquisitions for growth: Ankur Bansal, co-founder & MD, BlackSoil Capital

We are working with development financial institutions for that. Post the merger with Caspian, we are in a unique space where everybody wants to fund. They have done in the past with financial inclusion for instance. Our next biggest segment will be focusing on climate finance, said Bansal.

Shriram Finance shares jump again today; brokerages issue bullish targets after MUFG’s Rs 39,600-cr investment

Shriram Finance share price target: Brokerages now see up to 33 percent further upside in the stock, following MUFG Bank’s landmark Rs 39,600-crore investment for a 20 percent stake in the NBFC.

After dropping IPO plan, Warburg, Mubadala-backed NBFC Avanse plans $152-mn rights issue

Avanse is the second-largest NBFC in the education loan segment with expertise in the overseas education loan segment.

ARCs double down on India’s retail, SME loan distress

A prolonged clean-up of corporate balance sheets, competition from the government-backed so-called bad bank, and the sharp rise in stress within unsecured retail and small-business lending have together pushed ARCs into the non-corporate bad debt segment.

NBFCs tighten MSME lending as bad loans rise: Report

Bajaj Finance has pared back its MSME portfolio after gross bad loans in the segment rose to 2.47% in Q2, compared with 1.83% in the previous quarter and 1.65% a year earlier

Bajaj Finance shares crash 7% today after Q2 results as growth guidance cut; brokerages broadly positive

Bajaj Finance Q2 results analyst views: Brokerages were positive on Bajaj Finance after its Q2 FY26 results despite the management’s lower AUM growth guidance, with a few cautious voices. Bajaj Finance stock fell 6.5%, while group firm Bajaj Finserv shares also fell 6.5% ahead of its Q2 results.

Bajaj Finance’s Q2 shows tax cuts powered consumer loans, but stress lurks

GST cuts pushed Indians to indulge in festival purchases, powering up Bajaj Finance’s loans

Shriram Finance shares rally 5% after Q2 results beat Street, top Nifty gainer; brokerages bullish -- check target prices

Shriram Finance stock jumps over 5 percent in the morning trading after reporting robust Q2 FY26 financial results. Brokerages are bullish on the stock.