NBFCs

The hedging cost has increased up to 75 basis points, increasing the landed cost of foreign currency borrowings for NBFCs

Motilal Oswal retained its target price of ₹560 for Poonawalla Fincorp, implying an upside potential of about 37 per cent from Friday's close

The Reserve Bank of India has imposed a Rs 2.7 lakh penalty on Manappuram Finance for violating guidelines on compensation of key managerial personnel following a statutory inspection

AI could transform NBFC lending and drive faster growth, according to Nomura. The brokerage has initiated coverage on Piramal Finance, L&T Finance, Tata Capital and HDB Financial.

Competition in affordable home loans intensified as industry players are waiving login fees to drive volumes, even as the sector's risk appetite remains elevated

Microfinance loan portfolio fell to Rs 3.14 trillion in Q3 FY26, down 7.3% sequentially, with 50 lakh borrowers losing access to formal finance even as portfolio quality showed improvement

Analysts warn Bihar's proposed microfinance regulation could disrupt lending operations, weaken borrower credit discipline, and delay recoveries for NBFC-MFIs, banks and small finance banks

NBFC-MFIs are expanding into MSME loans, LAP and affordable housing finance as political developments, regulatory changes and sector stress push lenders to diversify beyond microfinance

Gold loan disbursements nearly doubled in Q3 FY26 as borrowers favoured gold-backed credit, with NBFCs leading growth and PSBs contributing the largest share, Equifax data shows

DEG and Citi have extended a $76 million co-financing facility to Shriram Finance to expand lending to MSMEs, smallholder farmers, women borrowers, and electric vehicle buyers

Crisil Ratings expects gold-loan NBFCs to maintain strong profitability as rising demand, better operating leverage and benign credit costs support returns over the next two fiscals

Investing in the NBFC business is non-core to the telecom business, hence, analysts may consider it a slight negative from a capital allocation perspective.

DFS to again meet on shadow banks next week

Manappuram Finance CEO Deepak Reddy has gone on medical leave for up to 120 days, even as Bain Capital prepares to assume promoter status and secure rights to nominate key executives

Experian data shows secured loans growing 42% in Q3FY26, led by strong demand for gold loans, even as unsecured lending rebounded and home loans maintained steady momentum

Gold loans overtake auto loans as the second-largest retail segment, with rapid growth driven by soaring gold prices and rising borrower demand

The meeting will be attended by senior officials from the Finance Industry Development Council, Sa-Dhan and Microfinance Industry Network

NBFCs reported stronger Q3FY26 growth with margin expansion, lower credit costs and improved asset quality; a revival in infrastructure-linked activity could further support sector momentum into FY27

Bharti Airtel to infuse ₹20,000 crore in Airtel Money to push digital lending.

Bharti Airtel and promoter group to contribute 70:30 into NBFC