Finance industry
568 companies · ₹2786533.2 L cr · 57 with AI deep dives
5y revenue CAGR
median 11.71%(p25 -3.13% · p75 32.85%)
Debt / equity
median 0.38x(p25 0.07x · p75 1.46x)
AI sector brief
from the bucket's latest earnings calls · as of 2026-06-30tailwindGold loan AUM surge - sector-wide structural tailwind8 managements
Gold-collateralised lending was the fastest-growing segment across the covered universe. Eight managements reported triple-digit or near-triple-digit YoY AUM growth, driven by…
- MUTHOOTFIN (Q4FY26): “We have the highest ever consolidated gold loan AUM at INR 1,65,000 crores, which is a…”
tailwind12 managements🔒tailwind6 managements🔒tailwind7 managements🔒headwind9 managements🔒headwind5 managements🔒headwind3 managements🔒headwind5 managements🔒
7 more themes from this quarter's earnings calls are locked. A free account opens the full brief: every theme with verbatim management quotes, the demand picture, companies running against the tide, and the regulatory & disruption watch. Sign up free →
| Company | Mcap | AI verdict | Signals | Stated KPIs (latest call) |
|---|---|---|---|---|
| Piramal Enterprises Ltd | ₹2549217.4 L cr | Unlock | bank nim strongbank nim compressingnbfc borrowings outrunning book | |
| Canopy Finance Ltd | ₹109613.0 L cr | Unlock | bank nim strongbank nim compressing | |
| Ujjivan Financial Services Ltd | ₹82878.6 L cr | Unlock | bank nim strongnbfc borrowings outrunning book | |
| Sps Finquest Ltd | ₹43986.4 L cr | Unlock | bank nim strong | |
| Seven Hill Industries Ltd | ₹520.1 L cr | Unlock | bank nim strong | |
| Charms Industries Ltd | ₹281.7 L cr | Unlock | bank nim compressing | |
| Bajaj Finance Ltd | ₹6.5 L cr | Unlock | bank nim strongnbfc aum accelerator | |
| Bajaj Finserv Ltd | ₹3.1 L cr | Unlock | ||
| Shriram Finance Ltd | ₹2.5 L cr | Unlock | bank nim strong | |
| Jio Financial Services Ltd | ₹1.6 L cr | Unlock | capex coming online | |
| Tata Capital Ltd | ₹1.5 L cr | Unlock | bank nim strong | |
| Cholamandalam Investment & Finance Company Ltd | ₹1.5 L cr | Unlock | latent operating leveragebank nim strongnbfc aum accelerator | |
| Power Finance Corporation Ltd | ₹1.4 L cr | Unlock | bank nim strong | |
| Muthoot Finance Ltd | ₹1.2 L cr | Unlock | bank nim strongnbfc aum acceleratornbfc borrowings outrunning book | |
| Bajaj Holdings & Investment Ltd | ₹1.2 L cr | Unlock | ||
| Indian Railway Finance Corporation Ltd | ₹1.1 L cr | Unlock | capex coming onlinecapex ahead of revenue | |
| Aditya Birla Capital Ltd | ₹1.1 L cr | Accelerating multi-segment build-out compressing capital ratios; valuation registers fair | ||
| REC Ltd | ₹97,034 cr | Unlock | ||
| L&T Finance Ltd | ₹77,859 cr | Unlock | bank nim strong | |
| Bajaj Housing Finance Ltd | ₹71,350 cr | Unlock | ||
| SBI Cards & Payment Services Ltd | ₹62,321 cr | Unlock | bank nim strong | |
| HDB Financial Services Ltd | ₹56,636 cr | Unlock | bank nim strong | |
| Mahindra & Mahindra Financial Services Ltd | ₹51,888 cr | Unlock | bank nim strong | |
| Max Financial Services Ltd | ₹51,886 cr | Unlock | ||
| Sundaram Finance Ltd | ₹48,758 cr | Unlock | bank nim strong | |
| Authum Investment & Infrastructure Ltd | ₹47,438 cr | Unlock | net cashbank nim strongbank nim compressingnbfc aum accelerator | |
| Piramal Finance Ltd | ₹45,379 cr | Unlock | bank nim strong | |
| Poonawalla Fincorp Ltd | ₹41,203 cr | Unlock | bank nim strongbank nim compressingnbfc aum acceleratornbfc borrowings outrunning book | |
| Housing & Urban Development Corporation Ltd | ₹39,027 cr | Unlock | capex coming onlinenbfc borrowings outrunning book | |
| Manappuram Finance Ltd | ₹33,938 cr | Unlock | bank nim strongbank nim compressing | |
| Indian Renewable Energy Development Agency Ltd | ₹33,823 cr | Unlock | ||
| Tata Investment Corporation Ltd | ₹33,117 cr | Unlock | latent operating leverage | |
| Crisil Limited | ₹32,887 cr | Unlock | bank nim strongbank nim compressing | |
| LIC Housing Finance Ltd | ₹30,135 cr | Unlock | ||
| TVS Holdings Ltd | ₹29,816 cr | Unlock | ||
| Cholamandalam Financial Holdings Ltd | ₹28,317 cr | Unlock | latent operating leverage | |
| PNB Housing Finance Ltd | ₹27,991 cr | Unlock | ||
| CreditAccess Grameen Ltd | ₹25,333 cr | Unlock | bank nim strong | |
| IIFL Finance Ltd | ₹24,711 cr | Unlock | bank nim strongbank nim compressingnbfc borrowings outrunning book | |
| Capri Global Capital Ltd | ₹22,009 cr | Unlock | bank nim strongbank nim compressingnbfc aum acceleratornbfc borrowings outrunning book | |
| Aadhar Housing Finance Ltd | ₹21,714 cr | Unlock | bank nim strong | |
| Sammaan Capital Ltd | ₹18,971 cr | Unlock | bank nim compressing | |
| IFCI Ltd | ₹18,478 cr | Unlock | net cashbank nim strong | |
| Choice International Ltd | ₹17,776 cr | Unlock | ||
| Five-Star Business Finance Ltd | ₹16,549 cr | Unlock | capex coming onlinebank nim strongnbfc aum accelerator | |
| Maharashtra Scooters Ltd | ₹14,515 cr | Unlock | ||
| Aptus Value Housing Finance India Ltd | ₹14,095 cr | Unlock | bank nim strongnbfc aum acceleratornbfc borrowings outrunning book | |
| Home First Finance Company India Ltd | ₹12,334 cr | Unlock | bank nim strongnbfc aum accelerator | |
| JSW Holdings Ltd | ₹12,144 cr | Unlock | cyclical peak base | |
| Rrp Semiconductor Ltd | ₹11,877 cr | Unlock | bank nim compressing | |
| JM Financial Ltd | ₹11,723 cr | Unlock | capex coming onlinecapex ahead of revenue | |
| AAVAS Financiers Ltd | ₹10,914 cr | Unlock | bank nim strong | |
| Can Fin Homes Ltd | ₹10,812 cr | Unlock | capex coming online | |
| Edelweiss Financial Services Ltd | ₹10,790 cr | Unlock | ||
| SBFC Finance Ltd | ₹10,023 cr | Unlock | bank nim strong | |
| Tsf Investments Ltd | ₹9,884 cr | Unlock | latent operating leveragenet cash | |
| Religare Enterprises Ltd | ₹8,551 cr | Unlock | ||
| Kama Holdings Ltd | ₹8,044 cr | Unlock | ||
| India Shelter Finance Corporation Ltd | ₹7,955 cr | Unlock | bank nim strong | |
| Bengal & Assam Company Ltd | ₹7,196 cr | Unlock | net cashbank nim strong | |
| Paisalo Digital Ltd | ₹6,488 cr | Unlock | bank nim strongnbfc aum acceleratornbfc borrowings outrunning book | |
| Mrugesh Trading Ltd | ₹5,946 cr | Unlock | net cashbank nim strongbank nim compressing | |
| Onemi Technology Solutions Ltd | ₹5,771 cr | Unlock | capex coming onlinebank nim strong | |
| MAS Financial Services Ltd | ₹5,703 cr | Unlock | latent operating leveragecapex coming onlinebank nim strongnbfc aum accelerator | |
| Fedbank Financial Services Ltd | ₹5,642 cr | Unlock | bank nim strong | |
| Dhenu Buildcon Infra Ltd | ₹5,103 cr | Unlock | ||
| Pilani Investment & Industries Corporation Ltd | ₹4,679 cr | Unlock | ||
| Northern Arc Capital Ltd | ₹4,637 cr | Unlock | capex coming onlinebank nim strong | |
| Tourism Finance Corporation of India Ltd | ₹4,503 cr | Unlock | bank nim strong | |
| SG Finserve Ltd | ₹4,428 cr | Unlock | latent operating leveragebank nim strongbank nim compressingnbfc aum accelerator | |
| Muthoot Microfin Ltd | ₹4,382 cr | Unlock | bank nim strongbank nim compressing | |
| Indostar Capital Finance Ltd | ₹4,363 cr | Unlock | bank nim strong | |
| Aye Finance Ltd | ₹4,000 cr | Unlock | bank nim strong | |
| Dhani Services Ltd | ₹3,372 cr | Unlock | bank nim compressing | |
| Fusion Finance Ltd | ₹3,371 cr | Unlock | capex coming onlinecapex ahead of revenuebank nim strong | |
| Colab Platforms Ltd | ₹2,866 cr | Unlock | net cashbank nim strong | |
| Satin Creditcare Network Ltd | ₹2,865 cr | Unlock | bank nim strongnbfc aum accelerator | |
| Nalwa Sons Investments Ltd | ₹2,807 cr | Unlock | net cashcyclical peak base | |
| Medi Assist Healthcare Services Ltd | ₹2,600 cr | Unlock | ||
| Rane Holdings Ltd | ₹2,494 cr | Unlock | ||
| Mufin Green Finance Ltd | ₹2,452 cr | Unlock | bank nim strongbank nim compressing | |
| Repco Home Finance Ltd | ₹2,402 cr | Unlock | bank nim strong | |
| Spandana Sphoorty Financial Ltd | ₹2,368 cr | Unlock | bank nim strongbank nim compressing | |
| Kalyani Investment Company Ltd | ₹2,349 cr | Unlock | ||
| Elcid Investments Ltd | ₹2,180 cr | Unlock | latent operating leverage | |
| Arman Financial Services Ltd | ₹2,024 cr | Unlock | latent operating leveragebank nim strongbank nim compressing | |
| Grand Oak Canyons Distillery Ltd | ₹1,949 cr | Unlock | ||
| Shipping Corporation of India Land & Assets Ltd | ₹1,927 cr | Unlock | ||
| PTC India Financial Services Ltd | ₹1,854 cr | Unlock | bank nim strong | |
| Ashika Global Securities Limited | ₹1,789 cr | Unlock | bank nim strongbank nim compressing | |
| BF Investment Ltd | ₹1,701 cr | Unlock | ||
| Summit Securities Ltd | ₹1,623 cr | Unlock | ||
| Balmer Lawrie Investment Ltd | ₹1,556 cr | Unlock | net cashbank nim strong | |
| PNB Gilts Ltd | ₹1,504 cr | Unlock | latent operating leverage | |
| Ugro Capital Ltd | ₹1,474 cr | Unlock | bank nim strongbank nim compressing | |
| Saraswati Commercial (India) Ltd | ₹1,381 cr | Unlock | latent operating leveragenet cashbank nim strongbank nim compressing | |
| Haryana Financial Corporation Ltd | ₹1,360 cr | Unlock | bank nim strong | |
| Gyftr Ltd | ₹1,306 cr | Unlock | latent operating leveragenet cashbank nim strongnbfc aum accelerator | |
| Innovassynth Technologies (India) Ltd | ₹1,249 cr | Unlock | ||
| A.K.Capital Services Ltd | ₹1,138 cr | Unlock | bank nim strong |