CAMSComputer Age Management Services Ltd
Margin holds, but growth is stuck below potential
margin discipline · non-MF growth · KRA recovery
Research Reports
16 Aug 2026
CAMSComputer Age Management Services Ltd
Margin resilience masks headwind; growth reacceleration conditional
margin discipline · non-MF growth · automation gains
PNBHOUSINGPNB Housing Finance Ltd
Loan Book on Track, NIM Misses Guidance, Affordable Growth Falters—Market Shrugs
NIM compression · Affordable housing ramp · Margin guidance miss
PNBHOUSINGPNB Housing Finance Ltd
Margins miss guidance; Affordable segment ramp nascent, long-term trajectory intact
Margin compression · NIM bottoming · Affordable growth ramp
CGCLCapri Global Capital Limited
Record Profit, Aggressive Guidance — but the Street Is Skeptical
gold loans · AUM growth · ROE expansion
CGCLCapri Global Capital Limited
Record PAT +102% YoY; aggressive guidance upgrade on AI collections & branch scale
gold loan growth · AI-enabled collections · branch expansion
AADHARHFCAadhar Housing Finance Ltd
Guided 20%, Delivered 18%—Management's Accounting Change Thesis
affordable housing · guidance miss · accounting change
AADHARHFCAadhar Housing Finance Ltd
Missed 20% guidance; 18% AUM growth explained by accounting change, asset quality holds
disbursement recognition · urban emerging strategy · spread defence
NSDLNational Securities Depository Ltd
Revenue Surge Masked by Profit Lag — The Banking Onboarding Peak That Clouds the Outlook
NSDL · demat · fintech
NSDLNational Securities Depository Ltd
Strong revenue, soft profit — banking drag clouds near-term outlook
fintech expansion · margin compression · banking profitability
POLICYBZRPB Fintech Ltd
Boom to Fade: The GST Tailwind Rolls Off
earnings · GST tailwind fade · guidance deflation
POLICYBZRPB Fintech Ltd
Strong YoY growth masks sequential deterioration; GST tailwind fading
margin expansion · renewal acceleration · GST tailwind fading
STARHEALTHStar Health and Allied Insurance Company Ltd
The ₹95 Crore Underwriting Win That Cost Market Share
underwriting profit · market share · insurance revenue
STARHEALTHStar Health and Allied Insurance Company Ltd
Strong execution turnaround; margin gains offset by share loss
underwriting profitability · disciplined pricing · fresh business
CHOLAFINCholamandalam Investment and Finance Company Ltd
Record PAT growth masks cautious forward view — cost tailwinds may not repeat
AUM growth · credit costs · NIM expansion
CHOLAFINCholamandalam Investment and Finance Company Ltd
Beat guidance, but macro clouds gathering
AUM growth 23% · ROA beat 3.7% · credit costs 1.5%
15 Aug 2026
UNIMECHSTLTECH+14
16 results out of 4,000: the rarest earnings of this season, and what happened next
Q1 FY27 · results season · earnings
ResearchDeep dive6 minIndustrials & Infra
GRERENEWCCDL+5
When Auditors Walk—A Governance Wave Across SME and Post-IPO Cohorts
auditor-resignation · compliance-cost · SME-IPO
ResearchDeep dive6 minIndustrials & Infra
14 Aug 2026
JAYKAYJAYKAY ENTERPRISES LTD.
Jaykay Q1 FY27: consolidated revenue +35% YoY, but adjusted PAT flat as margins compress
defence and aerospace · digital manufacturing · one-off gain
ALGOQUANTAlgoquant Fintech Ltd
Algoquant Fintech Q1FY27: consol PAT +271% YoY, OPM nearly doubles to 33.7%
fintech · stock broking · proprietary trading
DOLATALGODolat Algotech Ltd
Dolat Algotech Q1 FY27: consolidated PAT up 38% YoY to ₹53.9 Cr as margins expand
securities trading · proprietary trading · margin expansion
CIFLCapital India Finance Ltd
Consolidated Q1 loss widens to ₹9.6 Cr on Rapipay drag; standalone lending profitable
nbfc · consolidated loss · rapipay fintech
CHOLAHLDNGCholamandalam Financial Holdings Ltd
Chola Financial Holdings Q1 FY27: consol PAT +42% YoY to ₹1,789 Cr, beats street
nbfc holding company · insurance turnaround · consolidated pat growth
MEDIASSISTMedi Assist Healthcare Services Ltd
Paramount drag hides a working engine; the market's skepticism is overdone
Paramount integration · group retention · EBITDA margins
MEDIASSISTMedi Assist Healthcare Services Ltd
Solid growth masked by integration drag; structural platform opportunity emerging
Paramount integration · technology 55% YoY · EBITDA expansion trajectory
13 Aug 2026
CRESTCREST VENTURES LIMITED
Crest Ventures Q1FY27: consolidated PAT falls 55% YoY on real estate revenue lumpiness
nbfc · real estate revenue timing · segment profit decline
JPOLYINVSTJindal Poly Investment and Finance Company Ltd
Jindal Poly Investment: consolidated PAT falls 78% YoY as associate income cools
core investment company · associate profit swing · fair value gains
NIYOGINNiyogin Fintech Ltd
Niyogin posts ₹5 Cr consolidated loss as iServeU device slump offsets standalone profit
nbfc lending · fintech · margin compression
MFSLMax Financial Services Ltd
Max Financial: consolidated PAT up 37% YoY to ₹118 Cr as insurance segment profit jumps 40%
life insurance · embedded value · premium growth
TRUTruCap Finance Ltd
TruCap Finance loss deepens YoY to ₹10.58 Cr, GNPA nearly doubles, going-concern flagged
nbfc · going concern · debt restructuring