NBFC News

Shriram Finance Tumbles 6% to 11-Month Low as NBFC Asset-Quality Concerns Mount

Shriram Finance shares fell 6% to an 11-month low as investors reassessed asset quality in its commercial vehicle and MSME lending books.

Oct 26, 2026

AU Small Finance Bank and Ujjivan Fall Over 6% Amid Weak India Market Sentiment and NBFC Concerns

AU Small Finance Bank and Ujjivan Small Finance Bank shares fell over 6% in Monday's trading session amid weak Indian stock market sentiment and growing concerns about small finance bank credit quality and regulatory scrutiny

Oct 26, 2026

Shriram Finance Falls 6% to 11-Month Low as Jefferies, Citi, Motilal Cut Targets on Credit Costs

Shriram Finance shares fell over 6% as Jefferies, Citi, and Motilal Oswal all reduced target prices following Q2 FY27 results, citing rising credit costs and rural stress — though all three brokerages maintained Buy ratings

Oct 26, 2026

Mahindra Finance Q2 Net Profit Surges 55% to Rs 882 Crore as AUM Grows 15% to Rs 1.47 Lakh Crore

Mahindra Finance reported Q2 FY2027 net profit of Rs 882 crore, a 55% year-on-year surge on strong disbursement growth.

Oct 22, 2026

Piramal Finance Q2 Net Profit Surges 67% to ₹545 Crore on Core Income Growth

Piramal Finance posted Q2 FY27 net profit of ₹545 crore, up 67% year-on-year, with cost-to-income ratio improving to 52.1% and management guiding toward NIM expansion.

Oct 20, 2026

Bajaj Finance Q2 FY27: Net Profit +29% to ₹6,367 Crore, AUM Hits ₹5.85 Lakh Crore on 26% Growth

Bajaj Finance reported Q2 FY27 consolidated net profit of ₹6,367 crore, up 29% year-on-year, with net interest income rising 24% as assets under management grew 26% to ₹5.85 lakh crore.

Oct 20, 2026

Piramal Finance Q2 FY27 Profit Surges 65%, AUM Tops Rs 1.13 Lakh Crore as NBFC Restructuring Pays Off

Piramal Finance Q2 FY27 profit rose 65% as revenue reached Rs 3,659 crore, NII climbed to Rs 1,530 crore, and AUM crossed Rs 1.13 lakh crore — confirming the NBFC's post-restructuring recovery is accelerating.

Oct 19, 2026

Poonawalla Fincorp Shares Down 15% in a Year Despite Near-Fivefold Q2 FY27 Profit Jump to Rs 375 Crore

Poonawalla Fincorp shares are down approximately 15% over the past year despite strong Q2 FY27 results

Oct 12, 2026

Poonawalla Fincorp Rises 8% to Rs 483.95 Post-Q2 Results, Market Cap Climbs to Rs 40,494 Crore as Brokerages Weigh In

Poonawalla Fincorp shares rose 8% to Rs 483.95 against the previous close of Rs 448.05 following strong Q2 earnings

Oct 12, 2026

Poonawalla Fincorp Q2 Profit Surges Five-Fold Year-on-Year as Shares Jump Over 8% on Strong Earnings Beat

Poonawalla Fincorp reported a Q2 profit increase of more than five times year-on-year, beating analyst expectations

Oct 12, 2026

Jefferies Upgrades Stance on Indian Banks Over NBFCs Following RBI's 25 Basis Point Rate Hike and CRR Move

Jefferies prefers Indian banks over NBFCs following the RBI's decision to raise interest rates by 25 basis points

Oct 12, 2026

Poonawalla Fincorp Beats Q2 Estimates but HDFC Securities Holds 'Reduce' on Portfolio Quality Risks

HDFC Securities maintained its 'Reduce' rating on Poonawalla Fincorp despite a Q2 earnings beat

Oct 12, 2026

Shriram Finance and Housing Lenders Eye Selective Opportunities After RBI Rate Hike Reshapes NBFC Landscape

Shriram Finance and select housing lenders look attractive post-RBI rate hike while microfinance institutions face greater credit risk from tighter borrower budgets.

Oct 8, 2026

NBFC Credit Surges 14.9% in July; Gold and Housing Loans Fuel 21% Retail Growth

NBFC credit grew 14.9% year-on-year in July 2026, with retail loans rising 21%.

Sep 8, 2026

Neo Wealth Partners Takes 9.9% Stake in Keertana Finserv for Rs 230 Crore, Enters India's Gold Loan Boom

Neo Wealth Partners acquires a 9.9% stake in Keertana Finserv for Rs 230 crore, entering India's rapidly consolidating gold loan market as institutional players compete with traditional NBFC lenders.

Aug 16, 2026

Muthoot Microfin Eyes Micro-LAP NBFC Acquisitions; Plans ₹500 Crore QIP to Fund Growth

Muthoot Microfin is actively scouting micro loan against property (micro-LAP) focused NBFCs for acquisition as it diversifies beyond pure microfinance

Aug 14, 2026

DSP Mutual Fund: Banks With Strong Deposit Franchises Win Over NBFCs in India's Financialisation Wave

DSP Mutual Fund's Preethi R S is constructive on India's financial sector, favoring banks with strong deposit franchises and disciplined underwriting over NBFCs

Aug 9, 2026

Bajaj Finance Extends Post-Results Rally on Strong Q1 and Improving Consumer Durable Financing Demand

Bajaj Finance shares extended a sharp rally after another strong quarterly performance, supported by improving consumer demand trends in durable goods financing and healthy business momentum.

Aug 3, 2026

Muthoot Finance Tumbles 14% Despite 43% Profit Surge as Margin Pressure and Rising Competition Alarm Brokerages

Muthoot Finance reported Q1 FY27 net profit of ₹2,825 crore (+43.1% YoY), NII of ₹5,099 crore (+29.6%), and AUM of ₹1.92 lakh crore (+43%), yet shares fell 14% as brokerages flagged margin compression.

Aug 3, 2026

Muthoot Finance Slips 8% as Three Brokerages Downgrade on Gold Loan Growth Miss

At least three brokerages downgraded Muthoot Finance to Sell after the Q1 earnings miss

Aug 3, 2026

Muthoot Finance Drops 10% on Q1 Miss — Gold Price Paradox Dents Loan Growth

Muthoot Finance shares fell 10% after Q1 FY26 earnings missed street estimates on gold loan growth

Aug 3, 2026

Aditya Birla Capital Hits Record High as Asset Quality Surges, Analysts Bullish

ABCL hit a record high as Gross Stage 3 assets improved sharply to 1.30% from 2.27% a year ago

Aug 3, 2026

Bajaj Finance Shares Hit Record High, Rally 6-7% as Q1 FY2027 Earnings Exceed Expectations

Bajaj Finance shares hit a record high with a 6-7% surge after Q1 FY2027 results showed broad-based lending growth and healthy asset quality, relieving sector-wide concerns.

Aug 1, 2026

Indian Markets Rise in Early Deals as Bajaj Finance Surges Over 6% on Strong Q1 Results

Indian markets traded higher in early Friday deals as Bajaj Finance surged over 6% on strong Q1 FY2027 results, lifting the broader financial sector.

Aug 1, 2026

Sensex and Nifty Rise Friday as Bajaj Finance Q1 Beat Drives NBFC Rally Amid Foreign Inflows and Crude Dip

Indian benchmark indices opened higher Friday driven by Bajaj Finance's strong Q1 FY27 earnings beat, continuing foreign institutional inflows, and lower crude oil prices creating a constructive market close for July.

Jul 31, 2026

Tata Capital Q1: Net Profit Surges 56% to Rs 1,547 Crore as NBFC Lending Boom Drives Income

Tata Capital Q1 FY27 net profit surged 56% to Rs 1,547 crore from Rs 990 crore in the prior year period, driven by strong loan book growth and higher total income across its diversified NBFC operations

Jul 29, 2026

TVS Motor Weighs TVS Credit Demerger to Unlock Shareholder Value Through Financial Services Separation

Jul 23, 2026

M&M Financial Services Q1 FY27 Profit Surges 70% YoY; Brokerages Raise Targets

M&M Financial Services Q1 FY27 standalone profit surged 70% YoY to ₹899 crore on lower credit costs and improved asset quality, triggering 8% stock gain as multiple brokerages raised price targets.

Jul 23, 2026

Mahindra Finance Surges 17% Over Two Sessions After Q1 FY27 Beat

Mahindra Finance rallied 17.2% in two sessions to ₹378 after Q1 FY27 results showed improved asset quality and rural lending recovery.

Jul 23, 2026

HDB Financial Services Q1 Net Profit Surges 38% on NII Growth and Better Asset Quality

HDB Financial Services reported Q1 net profit surging 38% year-on-year driven by NII growth and better asset quality, with shares dipping 1.08% to Rs 751.95 amid profit-booking despite the strong result.

Jul 16, 2026