LEAPINDLEAP India Ltd
LEAP India: When ₹2,000 Crore Founder Bet Meets Institutional Repositioning
Founder exit · Institutional buying · Stake dilution
ResearchCatalyst check4 minFinancial Services
Research Reports
Independent research on listed companies — quarterly result analysis, earnings call verdicts and sector notes, written up in full.
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MANAPPURAMMANAPPURAM FINANCE LTD.
341% profit jump, but management understated it—and the street sold anyway
gold-lending · branch-expansion · PAT-growth
MANAPPURAMMANAPPURAM FINANCE LTD.
Strong recovery masked by YoY communication gap; gold franchise firing
gold loan growth · yield stabilization · branch expansion
RCOMEUREKAI+4
When Authorities Tighten: The Regulatory Squeeze on Marginal Capital
regulatory enforcement · tax audits · RBI penalties
ResearchDeep dive8 minTelecom & Media
OPTIFINAPOLLOFI+1
When Auditors Balk: Seven Fee Disputes in Ten Days and What Governance Risk It Signals
auditor resignation · audit fees · governance
ResearchDeep dive7 minFinancial Services
MOBIKWIKOne Mobikwik Systems Ltd
Profit inflection is real—but the ₹40 Cr target needs a 42% ramp the street doubts
profitability inflection · lending ramp · payment recovery
MOBIKWIKOne Mobikwik Systems Ltd
Profitability inflection real, but revenue flat—lending ramp and regulatory risk key
UPI growth · lending scale-up · regulatory headwinds
UGROCAPUgro Capital Ltd
Headline profit masks the organic quarter; execution intact, but transition pain persists
earnings review · transition · ROA inflection
UGROCAPUgro Capital Ltd
Execution intact, transition headwinds persist; multi-year view intact
portfolio transition · cost rationalization · emerging market LAP
HOMEFIRSTHome First Finance Company India Ltd
Guidance met; opex rising as growth accelerates
AUM growth · disbursement momentum · cost pressure
Sun, 16 Aug
CAMSComputer Age Management Services Ltd
Margin holds, but growth is stuck below potential
margin discipline · non-MF growth · KRA recovery
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%
Sat, 15 Aug
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
Fri, 14 Aug
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