SHARDULSHARDUL SECURITIES LTD.
Shardul Securities: The 20-Point Stake Climb
promoter consolidation · shareholding · insider conviction
ResearchDeep dive8 minFinancial Services
Research Reports
25 Jul 2026
AUBANKSURANASOL+3
Q1 FY27 Earnings: Where Growth Met Margin Pressure
Q1 FY27 · earnings · margin compression
ResearchDeep dive6 minBanking
PRUDENTPrudent Corporate Advisory Services Ltd
Prudent Q1: consolidated PAT up 44% YoY to ₹74.8 Cr, margins expand on fee growth, treasury gains
wealth management · mutual fund distribution · margin expansion
CREDITACCCreditAccess Grameen Ltd
Smart Money Exits—When Institutions Liquidate After the Recovery Thesis
microfinance · institutional flows · NPA recovery
ResearchFollow-up5 minFinancial Services
CHOLAFINCholamandalam Investment and Finance Company Ltd
AUM Growth & NIM Trajectory in Focus Ahead of Q1 FY27 Print
NBFC · AUM growth · NIM
BAJAJHFLBajaj Housing Finance Ltd
Momentum on the Dial: Can Margins Anchor a 24% Growth Quarter?
housing finance · disbursement growth · NIM stability
BAJFINANCEBajaj Finance Limited
AUM momentum at 24%—watch credit costs & FINAI execution
AUM growth · asset quality · NII margins
24 Jul 2026
SHAREINDIAShare India Securities Ltd
Share India Q1: record consolidated PAT ₹124 Cr, up 47% YoY as margins expand
broking · capital markets · margin expansion
NIACLThe New India Assurance Company Ltd
New India Assurance swings to ₹256.8 Cr standalone loss in Q1 FY27 as combined ratio worsens to 121.4%
general insurance · combined ratio · underwriting loss
ARIHANTCAPARIHANT CAPITAL MARKETS LTD.
Arihant Capital Q1: consolidated PAT jumps ~69% YoY to ₹21.5 Cr as trading gains rebound
stock broking · capital markets · trading gains
CREDITACCCreditAccess Grameen Ltd
CreditAccess Grameen Q1 PAT surges to ₹493 Cr as credit costs normalise, NPM back to 27.7%
microfinance · nbfc · credit cost normalisation
SHARDULSHARDUL SECURITIES LTD.
Shardul Securities: The ₹119 Crore Consolidation and the Margin Inflection
promoter acquisition · stake consolidation · earnings turnaround
ResearchDeep dive5 minFinancial Services
SHRIRAMFINShriram Finance Ltd
Shriram Finance Q1 PAT up 60% YoY to ₹3,453 Cr on NIM expansion, MUFG capital boost
nbfc · retail asset financing · nim expansion
23 Jul 2026
PRIMESECUPRIME SECURITIES LTD.
Prime Securities Q1: consolidated PAT ₹2.0 Cr, down 81% YoY as Trigen Wealth costs bite
investment banking · wealth management · margin compression
STYLSeshaasai Technologies Ltd
Seshaasai Q1 consolidated PAT +64% YoY to ₹60 Cr on debt paydown and lower tax; revenue +21%
bfsi technology · payment cards · iot solutions
GODIGITGo Digit General Insurance Ltd
Go Digit Q1 PAT falls 38% YoY to ₹86 Cr as motor claims widen underwriting loss
general insurance · motor insurance · underwriting loss
SHARDULSHARDUL SECURITIES LTD.
Shardul Securities: Promoter Group's ₹119 Crore Conviction Play
promoter stake · family settlement · consolidation
ResearchDeep dive4 minFinancial Services
SBILIFESBI Life Insurance Company Ltd
New Business Momentum Into Q1 — Watch the Margin Story
earnings · insurance · new business
TATACAPTata Capital Ltd
Diversified NBFC eyes AUM growth and margin play as gold loans enter the mix
NBFC · AUM growth · gold loans
22 Jul 2026
SHARDULSHARDUL SECURITIES LTD.
When the Promoter Reshuffles: Shardul's ₹119 Crore Control Shift
promoter reshuffle · shareholding consolidation · family wealth
ResearchDeep dive5 minFinancial Services
IIFLIIFL Finance Ltd
IIFL Finance Q1: consolidated PAT up 160% YoY to ₹713 Cr, margins double off low base
nbfc · gold loan · margin expansion
CRAMCCanara Robeco Asset Management Company Ltd
Canara Robeco: 83% Profit Surge Meets 12% Stock Jump
Asset Management · Quarterly Results · Profit Growth
ResearchCatalyst check4 minFinancial Services
SHARDULSHARDUL SECURITIES LTD.
Shriyam's ₹119 Cr Bet: Promoter Group Reshuffles Shardul Securities
promoter consolidation · family settlement · shareholding reshuffle
ResearchDeep dive6 minFinancial Services
PURPLEFINPurple Finance Ltd
Purple's Rural Credit Pivot—₹108 Crore Bet on Saksham Gram
rural lending · fintech NBFC · acquisition
ResearchDeep dive5 minFinancial Services
360ONE360 One Wam Ltd
Wealth flows under watch as cost momentum builds
wealth management · AUM growth · cost-to-income
21 Jul 2026
REGENCYRegency Fincorp Ltd
When Secured Lending Meets Digital — Regency Fincorp's Q1 Inflection
Q1 FY27 · secured lending · PAT growth
ResearchDeep dive5 minFinancial Services
SHARDULSHARDUL SECURITIES LTD.
When Founders Step Back — Shardul Securities' Family Settlement and the New Promoter Consolidation
family settlement · promoter consolidation · founder exit
ResearchDeep dive6 minFinancial Services
20 Jul 2026
LTFL&T FINANCE HOLDINGS LTD.
Strong quarter, deliberate caution on growth edges emerging macro headwinds
AI-native underwriting · credit cost trajectory · personal loans surge
PAYTMOne 97 Communications Ltd
Paytm swings deeper into profit: consolidated PAT ₹220 Cr, up ~79% YoY on operating leverage
Financial Services · earnings · quarterly results
AIILAuthum Investment & Infrastructure Ltd
Authum Q1 consolidated PAT ₹1,108 Cr, +18% YoY on investment-income rebound
Financial Services · earnings · quarterly results