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.
Nandish Shah of HDFC Securities recommends a 'Bull Spread' strategy on MidCap Nifty and PNB Housing Finance as the analyst notes a positive bias, and build-up of long positions at these counters.
Shareholding data shows that FIIs reduced equity holdings in 11 stocks from Nifty 500 in every single quarter after March 2024. List includes PNB Housing Finance, Eternal and Cyient among others.
Domestic Institutional Investors have increased stake in 34 Nifty 500 stocks such as - Adani Power, Paytm and Eternal among others - quarter-after-quarter after March 2024, shows shareholding data.
PNB Housing Finance posts strong Q4 profit growth, with management reaffirming a retail-led strategy and cautious expansion into corporate lending
PNB Housing Finance in the January-March quarter (Q4FY26) reported a net profit of ₹656 crore, as compared to ₹550 crore a year ago, up 19 per cent
Stocks to Watch today, April 21, 2026: From PNB Housing to HCLTech, here are key stocks that will remain in focus
Q4FY26 company results: Firms including Nelco, Indbank Merchant Banking Services, PNB Gilts, and SML Mahindra are also to release their January-March earnings today