Lenders with multiple insurer tie-ups and incentive-led payouts could face a sharper impact, while L&T Finance is seen as the most exposed among NBFCs
Insurance stocks jolted: The Insurance Regulatory and Development Authority of India (Irdai) on Wednesday proposed a phased reduction in the expenses of management (EoM) limits for insurers.
MOFSL noted that public sector banks continue to command the highest market share in gold loans at 60 per cent as of March 2026.
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.
MOFSL highlighted that the current earnings recovery is fundamentally different from periods when earnings upgrades were driven primarily by lower-than-expected credit costs.
Stocks to watch today: Tata Motors, Tata Power, Mankind Pharma, SBI, RailTel, KIMS, DEE Development Engineers, L&T Finance, KIMS, sugar stock, among others, will be in focus today.
Stocks to watch today: Swiggy, Manipal Health, Biocon, L&T Finance, Crompton Greaves, RailTel Corporation, Sammaan Capital, EaseMyTrip, among others, will be in focus today.
Vinay Rajani of HDFC Securities has said that Nifty faces immediate resistance at 24,530, while 24,000 remains a key support. For trading, he has recommended buying L&T Finance and HAL stocks today.
L&T Finance posted a strong Q1FY27 with robust loan growth and improving asset quality, while analysts expect healthy profitability and return ratios over the next few years
India's Non-Banking Financial Company (NBFC) sector is well positioned for long-term growth, supported by healthier balance sheets, easing macroeconomic headwinds, and an improving funding environment
L&T Finance reported a 31 per cent rise in Q1FY27 profit as strong retail loan growth, better asset quality and lower borrowing costs supported its performance
Weekly market outlook by Ajit Mishra: The analyst from Religare Broking says Nifty remains in consolidate mode; among stocks he recommends buying DLF, L&T Finance and Paytm this week.
According to CRISIL, NBFC AUM is expected to grow at a mid-teen rate through FY27, potentially surpassing ₹50 trillion.
Among the announcements, L&T Technology Services has declared the highest final dividend of ₹40 per share, with May 22, 2026, fixed as the record date to determine eligible shareholders
The Emergency Credit Line Guarantee Scheme (ECLGS), approved by the Union Cabinet, is sentimentally positive for NBFCs with strong MSME exposure.
After Monday's rise, the Nifty fell 86 points on Tuesday to close at 24,032. It opened 69 points lower and extended its losses by another 170 points during the first half of the session
Technical analyst at Choice Broking expect CUB and LTF to rally up to ₹315 and ₹320 levels in the near-term; whereas Elara Capital projects a medium-term target levels.
Firms such as Reliance Industries, Axis Bank, UltraTech Cement, Coal India, Hindustan Zinc, and Varun Beverages are among the major names announcing dividends