NBFC Stocks

MOFSL said that NBFC asset quality has emerged as the biggest positive surprise, with improved collections and moderated fresh slippages after nearly two years of stress.

While brokerages called Bajaj Finance's Q1 performance spectacular, they remain dividend on the stock price performance amid valuation concerns.

The rally came after the company released its Vision & FAQs document along with a founder's note by managing director Sanjay Sharma

Shriram Finance reported a net profit of ₹3,014 crore, up 41 per cent as compared to ₹2,139 crore in the year-ago period

Antique expects Shriram Finance to deliver an AUM and PAT CAGR of around 18 per cent each over FY26-28, with average RoA/RoE of around 3.7 per cent and 14 per cent, respectively

Despite paring some gains, the NBFC counter continued to witness steady investor interest during the intraday deals on Tuesday

Sundaram Finance has also announced that it has declared an interim dividend of ₹16 per share (160 per cent) for the financial year 2025-26 on the paid-up capital of ₹111.10 crore

Emkay Global has upgraded the stock to 'Buy' from 'Reduce,' on the back of improved visibility on asset quality, profitability, and expansion opportunities.

In Q3FY26, HDB Financial reported a steady operating performance marked by margin expansion, moderating credit costs and stable asset quality.

Sundaram Finance has a strong proven track-record, while Poonawalla Fincorp is shaping up in the right direction, believe analysts.

At 9:35 AM, Shriram Finance share price was trading at ₹868, up 2.33 per cent. In comparison, BSE Sensex was trading 0.19 per cent higher at 84,843.85 levels.

The brokerage believes Piramal is entering a phase where scale benefits, lower operating costs and a sharper credit framework will drive meaningful expansion in return ratios.

At 1:20 PM, IIFL Finance share price was trading 1.98 per cent higher at ₹568.10 per share. In comparison, BSE Sensex was trading 1.12 per cent higher at 85,534.94 levels

IIFL Capital expects TCL's ~15 per cent valuation discount to CIFC to narrow as the company delivers sector-leading earnings momentum.

In the past two months, the stock price of the non-banking finance company (NBFC) has surged 34 per cent after it reported a steady performance in the September 2025 quarter (Q2FY26)

Shares of Piramal Finance were locked in the 5 per cent upper circuit at ₹1,333.45 on the BSE in Friday's intra-day trade.

PTC India Financial shares rallied on the back of a healthy set of numbers in the September quarter of financial year 2026 (Q2FY26).

Poonawalla was trading 3.3 per cent lower at ₹509 compared to the previous day's close of ₹526.4 on the NSE

DIIs - which include mutual funds, insurance companies, and pension funds -- poured $19.7 billion into Indian stocks last quarter, far ahead of the $5.4 billion invested by FIIs.

The company remains assertive on reduction in credit cost and improvement in Asset quality in the micro finance institution (MFI) space from H2FY26.