Vehicle financiers gain double digits in FY26 as AUM, NIMs and auto loan demand rise. Analysts turn positive on Shriram Finance, M&M Finance, Cholamandalam Investment, and Bajaj Finance
Eyes listing on insurance arms, focus NRIs through GIFT City, pension funds biz post Allianz exit
At 10:25 AM; Nifty Realty and Nifty PSU Bank index were up 1 per cent each, while, Nifty Auto, Nifty Bank and Nifty Financial Services index up in the range of 0.30 per cent to 0.60 per cent.
Stocks to Watch today, December 03: Shares of SBI, HDFC Bank, and ICICI Bank will remain in focus today as RBI has announced that they will continue to be classified as systemically important banks
Nomura expects Indian markets to trade in the range of 20-22x one-year forward earnings, assuming risk premia remain low.
According to the analysts, disbursement growth remained soft across most lenders in Q2FY26 due to seasonality and increased caution in SME/MSME segments.
Most brokerages remain optimistic on the road ahead for the Indian equity markets and expect the Sensex to hit new highs in 2026 provided earnings remain supportive
Cuts AUM growth guidance to 22-23% for FY26
Stress in consumer loans may be reducing as collections are improving in the rural B2C segment
Bajaj Finance share price drops 7 per cent after weak FY26 outlook; analysts cut targets citing slower AUM growth and rising credit costs
Stocks to Watch today: Vodafone Idea, Bajaj Finance, Emami, Ather Energy, Britannia Industries and Glenmark Pharma are among the stocks to watch today, November 11, 2025
Bajaj Finance's standalone profit fell 24% to Rs 4,251 crore due to higher loan loss provisions and a high base last year, even as consolidated profit rose 23% on robust loan growth
The Indian stock market, Morgan Stanley believes, is transitioning into one that will be driven by macros and stock-picking will likely lose importance
Bajaj Finance disbursed 6.3 million consumer loans between September 22 and October 26, posting 29% growth in value and witnessing a sharp rise in new-to-credit borrowers
The Sensex, Nifty slipped on Thursday on account of profit-taking as benchmark traded near record high levels coupled with volatility owing to Sensex monthly expiry.
SBI hit an all-time high of ₹913.40, as the stock rallied 3% on the BSE in intra-day trade, surpassing its previous high of ₹912.10 touched on June 6, 2024.
Bajaj Finance surged 4 per cent to ₹1,058.60, while L&T Finance (₹271) and Cholamandalam Investment and Finance Company (₹1,691.90) were up 3 per cent each on the BSE in Wednesday's intra-day trade.
JM Financial maintains 'Buy' rating on Bajaj Finance with revised target price of ₹1,060, as it expect pressure on yields due to movement in secured segments to be offset by decline in cost of funds
Bajaj Finance, Coal India and Hindustan Aeronautics are the buy recommendations given by Ajit Mishra of Religare Broking
Bajaj Finance is one of India's largest and well-diversified non-banking finance companies (NBFCs). The company provides loans for two wheelers, consumer durables, housing, SME & MSME businesses etc