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Reports for search string : India Financials

India Financials: Loan growth trends improving gradually
RBI’s monthly sectoral deployment data continues to show gradual uptick in credit offtake from banking. Growth improved to 6.1% YoY in Sep’17 which had dipped to 4.5% YoY in Apr’17.
Prabhudas Lilladher, 03 Nov 2017
India Financials: Overall growth for FY17 to be feeble at 5-6%
Credit growth continues its decelerating trend and is at 3.5% YoY as at Jan 2017. Credit growth saw a marginal improvement of 0.7% MoM as seen from the RBI's monthly sectoral deployment data for Jan'...
Prabhudas Lilladher, 01 Mar 2017
India Financials: Painful quarter at net level
PL banking coverage universe continued to be a story of two halves with retail focus banks continuing to fare well, while corporate banks from both private and PSBs continuing to face head winds led b...
Prabhudas Lilladher, 13 Jun 2016
Sector Update: India Financials; Retail continue to drive system growth
RBI’s monthly sectoral deployment of credit shows that overall credit growth slowed down further to 8.4% YoY as at Apr 30, 2016 from 9.1% in the previous month led by sharp decline in industry segment...
Prabhudas Lilladher, 01 Jun 2016
India Financials: Credit distribution - retail continues to drive system growth
RBI released the monthly credit deployment data of 46 scheduled commercial banks. The overall credit growth continues to remain tepid at 11.4% YoY (as at Feb 05, 2016) led by muted trends in industry ...
Prabhudas Lilladher, 03 Mar 2016
India Financials: Key takeaways from call with Mr Ashvin Parekh
We hosted a concall with Mr. Ashvin Parekh to discuss government’s initiatives under “Indradhanush” plan and understand the long term implications of it. Following are the key highlights from the call...
Prabhudas Lilladher, 25 Aug 2015
India Financials: RBI awards licenses for Payment Banks
RBI has granted “in‐principle” approval to the 11 applicants to set up Payment Banks under the Guidelines for Licensing of Payments Banks issued on November 27, 2014.
Prabhudas Lilladher, 24 Aug 2015
India Financials: Banks, ARCs and RBI's revised regulatory framework
Prabhudas Lilladher met two of the largest ARCs to understand the trend in bad loan sale and the recovery prospects. The recent RBI guidelines (Aug-14) has changed the functioning style of the ARCs as...
Prabhudas Lilladher, 23 Apr 2015
India Financials: PSU banks score better on customer advocacy
PSU banks score highly amongst small and large corporates, while the mid‐size corporates rate new private banks better. Foreign banks, on the other hand, reports a fall in advocacy levels as one...
Prabhudas Lilladher, 01 Apr 2015
India Financials: Modified expectations - Playing for the long haul now!
Prabhudas Lilladher maintain their sanguine view on India Financials post the decisive mandate for Narendra Modi led NPA. While hopes of quick reforms have been priced into Financials in the last 2-3 ...
Prabhudas Lilladher, 22 May 2014
Q4FY14 India Financials Preview: NBFC
The performance of retail NBFCs (barring SHTF and MMFS) is expected to remain healthy, led by strong loan growth (+18% y-o-y), stable margins and better collections (in line with seasonal trends)
Motilal Oswal, 10 Apr 2014
Q4FY14 India Financials Preview: Banks
Overall, Prabhudas Lilladher expect flat YoY PAT for banks with ~10% PAT growth for private banks and ~13% contraction in PAT for PSUs. Read on for the full report...
Prabhudas Lilladher, 08 Apr 2014
India financials: 'MODI'fied expectations - Pockets of relative value?
The ~25% rally in last two months in India bank Index has been driven by a combination of macro improvements and some hope being built in of a favourable political outcome. Read on for a full report.....
Prabhudas Lilladher, 08 Apr 2014
India Financials Update: Rajanomics at play again; shot in the arm for PSUs
RBI has relaxed BASEL-III phasing by 1-year considering asset quality/profitability challenges of banks. While eventual capital raising needs do not change, Prabhudas Lilladher estimate ~45% reduction...
Prabhudas Lilladher, 28 Mar 2014
India Financials: Moderating profitability v/s Undemanding valuations!
Q3FY14 performance of Private Banks indicates that the revenue momentum is finally slowing and despite flexibility in the Opex management, PPOP growth will continue to moderate in the near term and Im...
Prabhudas Lilladher, 07 Feb 2014
Q3FY14 Earnings Preview: Banking & Financial Sector
In spite of hope of a positive election outcome and stability in CAD, Prabhudas Lilladher caution investors against assigning a higher multiple as (1) Most asset quality issues remain largely unresolv...
Prabhudas Lilladher, 17 Jan 2014
India Financials 2014: Hope versus reality
Though a favorable political outcome could trigger higher growth, Prabhudas Lilladhers' estimates indicate moderation in PPOP growth for private banks in 1HCY14 accompanied with higher corporate delin...
Prabhudas Lilladher, 03 Jan 2014
India Financials: Private Banks - Risk - Reward less attractive now!
While PPOP performance for private banks has held up well, valuations have also mean reverted in the last two months. Prabhudas Lilladher have recently downgraded many banks to ‘Accumulate’ from BUY i...
Prabhudas Lilladher, 30 Oct 2013
India Financials: Gold loan guidelines to impact growth
RBI has come out with final guidelines on Gold loan NBFCs, these guidelines are in response to the Rao committee recommendations on gold loan NBFCs published in Feb '13. LTV cap remains at 60% and LTV...
Motilal Oswal, 19 Sep 2013
India Financials: Digging deep into $50bn of Power/Large corporate debt
A lot has been written about concentration of system credit to few large corporate/ Infra companies. In this detailed report, Prabhudas Lilladher identifies ~$50bn of power SPVs and risky corporate gr...
Prabhudas Lilladher, 12 Sep 2013
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