Gold financing is a long-term structural opportunity and established players should do well
The company has a strong balance sheet and a unique core business that cannot be ignored
Most of the businesses have matured and offer modest organic growth opportunities
It is unlikely to be a one-way street, given the conflicting forces at work
Industry-leading earnings growth and the AI edge should help the stock do well
Heightened competitive intensity and the entry of new players have eroded the profitability of incumbents
The company likely to report gradual improvement
The transaction should add about 3 percent to the company’s top line
The bank faces the tall and arduous task of scaling up the battered business profitably
In view of the slack in loan growth, especially in the unsecured high-yield business, the bank is growing its deposits cautiously, de-focusing on high cost bulk deposits, and focusing on granular deposits
The bank had an unpleasant start to FY26
Calibrated loan growth with improving margins
The key market of the US, and the turnaround in the TMT vertical aided revenue
Margins took a hit because of the company’s investments for the future
Multiples PE picks up a 32 percent stake from promoters, to buy 26 percent more
The company has a diversified business model with excellent revenue visibility
Steady execution and reasonable valuation make a case for long-term investment and accumulation on decline
Luggage sector saw a difficult going in FY25, can things change for the better?
The deal makes the bank a winner
Investors should observe the market from the sidelines, avoid temptation of short-term gains, and add at a level that prices in most of the risks.
Revenue traction, sequential margin improvement, and record order flows set the stage for earnings growth
Post the lifting of the RBI embargo, the stage is set for acceleration and market share gain as the bank eyes the coveted third spot among private players
A slow and steady step towards RoA uptick
A lot will depend on the type of leadership installed to restore the bank’s health
Zensar’s commentary about the future is slightly cautious amid macro challenges