Among its top stock picks, JM Financial continues to back large lenders, including State Bank of India (SBI), ICICI Bank, Bank of Baroda (BoB), and Axis Bank
However, RBI denied requests to dilute termination protection clauses, calling them critical for safeguarding lenders' interests in the event of early project termination
Crisil Ratings expects the MUFG Bank transaction to benefit the Shriram Finance's liability franchise through lower incremental cost of borrowings and should aid in improving its profitability.
Board-approved restructuring will transfer Samman Finserv's NBFC business to Sammaan Capital and surrender the licence, aiming to consolidate lending and meet single-NBFC norms
RBI says NBFCs' higher foreign currency borrowing has helped steady funding costs, but it raises vulnerability to exchange rate volatility even with most exposure hedged
The RBI's Financial Stability Report warns that banks are increasingly buying NBFC-originated loans to scale retail portfolios, with nearly 80 per cent of assets sourced from a limited set of non-bank
RBI said 64 lenders, including 41 banks and 23 NBFCs, are now on the Unified Lending Interface, using more than 136 data services to support credit assessment and decision-making
The RBI has flagged rising stress in microfinance loans, urging NBFCs to balance growth with sound practices, even as overall asset quality in the sector improved
Small business credit exposure rose 16.2 per cent to ₹46 trillion as of September 2025, though growth moderated from the previous quarter amid cautious underwriting and seasonality
Northern Arc's long experience in finance placement and fund management should support fee income, helping absorb structurally higher credit costs, analysts at Ambit said
In the past three trading days, the stock price of Shriram Finance has rallied 10% after Japanese lender MUFG Bank said it will invest ₹39,618 cr through preferential allotment of equity shares.
Shriram Finance said its board has approved entering into definitive agreements with MUFG Bank Ltd for an investment of ₹39,618 crore, or about $4.4 billion
