RoAs of private banks was in the range of 1.70-2.40 percent, while that of PSU banks was 0.70-1.13 percent in Q1. That said, in terms of ROE, state-owned banks fared better than their private peers.
According to the survey, the net interest margin (NIM) of SCBs remained robust at 3.6 per cent in March 2024.
The RoE expansion expected in the index will be led by capital intensive and cyclical sectors such as auto, capital goods, infrastructure, utilities, telecom, commodities and financials
The main pillar behind UTI Equity Fund is buying great businesses as well as high-quality businesses and quality is quantifiable which translates into high return on capital employed.
Despite being the poster boy of organized retail, Future Retail’s operational efficiency is nowhere close to that of D-Mart’s.
Speaking to CNBC-TV18 Keki Mistry, Vice Chairman and CEO, HDFC said that there is plenty of liquidity. "We have seen it reflected in the cost of borrowing. No question about it."
While the first quarter earnings have been mixed, earnings in second half of FY17 will be driven by monsoon and consumption, says Anup Maheshwari of DSP Blackrock Investment Managers.
Slippages for the Q1 were Rs 3,464 crore, which are mostly from the iron & steel and textile industries, says Animesh Chauhan, MD & CEO of OBC. Total slippages from the restructured books stood at near Rs 1,500 crore.
Speaking to CNBC-TV18 after Yes Bank reported its quarterly earnings, MD and CEO Rana Kapoor says sectors like agri, renewable energy and small and medium enterprises (SME) are witnessing good credit growth.
Ghosh says future growth for the firm is going to come from individual lending to the micro SME sector and housing. Finally, they plan to tie up with insurance companies to provide third party insurance.
Why a value investor looks for a moat company? How the moat company works for the investor? And what precaution one should take while buying one? The article answers all such questions about the concept ‘Moat Investing‘.
Rural banking is less costly to build out, will be cash break even much sooner and will actually generate a return on equity (RoE) that we expect will be in the mid-teens within the next three to four years, says Rajiv Lall, MD & CEO, IDFC Bank
Anil Agarwal, Head of Research-Banks, Asia ex Japan, is more bullish on private sector banks as he expects earnings growth to be stronger in that space
In an interview with CNBC-TV18, Arun Tiwari, CMD of Union Bank said capital infusion into PSU banks will depend their performance and the stake government wants to hold in them.
As CNBC-TV18 celebrates its 15 years of leadership in the business space, it sits down with a business leader whose organization has seen a similar stellar run over the same period. In an interaction, CNBC-TV18's Shereen Bhan spoke with Chanda Kochhar, MD and CEO of ICICI Bank, who talks about its journey and the outlook ahead.
Analysts expect the company's operational return on equity (RoE) to reduce to 18-19 percent from 23 percent earned in FY13. They feel bottomline may take a knock of Rs 1,100-1,350 crore.
Harshvardhan Dole, Vice President -Institutional Equities, IIFL sees recurring hit of around 15-20 percent on NTPC's EPS FY15 onwards. Analysts feel bottomline may take a knock of Rs 1,100 - Rs 1,350 crore.
After all, profit is a key factor that is often tracked by market experts to find out in which a company is moving. Rise in profit on a consistent basis may potentially enhance the ROE of a company unless it has been diluted by issuing additional capital.
The RBI has prescribed a new pricing regime applicable to foreign investor exits using Call & Put options. And while it‘s not our case that equity should get assured returns, a dual pricing regime is confusing and in some cases unfair.
Nischal Maheshwari believes the market is fairly valued given the kind of growth it is doing and the levels of Return on Equity (ROE) it holds. However, he does not see much scope for the market to improve, as far as fundamentals are concerned.
IDFC plans to focus on quality given the risk in the environment. It plans to focus on larger, well-capitalized high quality corporates. This type of lending will come at much reduced spreads and margins. The bank will look at low risk ways of growing the loan book
Citi's Surendra Goyal expects earnings growth to pick up going ahead. He feels Murthy's return to Infosys will be postive as the company is trying to acknowledge its problems.
A broad collapse of company profits in the developing world shows no sign of abating, forcing investors to tilt portfolios towards sectors such as healthcare or consumer goods where margins are more robust.
After sugar decontrol, the kind of poor return on equities (ROEs) that many sugar companies are generating because of the levy sugar quota will not be there, says Phani Sekhar, fund manager, Angel Broking.
Sanju Verma, MD & CEO of Violet Arch Capital Advisors is bullish on Sadbhav Engineering. "This is one of the few midcap players which actually have an return on equity (ROE) and Return on invested capital (ROIC) of something like 18 to 20 percent which is every comforting," Verma reasoned.