Finance
568 companies · ₹34.9 L cr · 30 with AI deep dives
5y revenue CAGR
median 11.83%(p25 -2.87% · p75 33.51%)
Debt / equity
median 0.37x(p25 0.07x · p75 1.47x)
AI sector brief
from the bucket's latest earnings calls · as of 2026-06-30headwindWest Asia conflict driving pervasive guidance conditionality and incremental management provisioning overlays10 managements
Ten or more managements explicitly named the ongoing West Asia geopolitical conflict as a watch item or conditioning factor for FY27 guidance. Several translated the risk into…
- BAJFINANCE (Q4 FY26): “The FY27 assessment is based on expectations of easing geo-political tensions and macro…”
tailwind7 managements🔒headwind6 managements🔒tailwind12 managements🔒headwind4 managements🔒mixed7 managements🔒headwind3 managements🔒
6 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) |
|---|---|---|---|---|
| Bajaj Finance Ltd | ₹5.7 L cr | 🔒 unlock to view | bank nim strongnbfc aum accelerator | |
| Bajaj Finserv Ltd | ₹2.7 L cr | 🔒 unlock to view | bank nim strongbank nim compressingnbfc borrowings outrunning book | |
| Shriram Finance Ltd | ₹2.3 L cr | 🔒 unlock to view | bank nim strong | |
| Jio Financial Services Ltd | ₹1.5 L cr | - | capex coming online | |
| Power Finance Corporation Ltd | ₹1.4 L cr | 🔒 unlock to view | bank nim strong | |
| Tata Capital Ltd | ₹1.4 L cr | - | bank nim strong | |
| Cholamandalam Investment & Finance Company Ltd | ₹1.3 L cr | - | latent operating leveragebank nim strongnbfc aum accelerator | |
| Indian Railway Finance Corporation Ltd | ₹1.3 L cr | - | capex coming onlinecapex ahead of revenue | |
| Muthoot Finance Ltd | ₹1.2 L cr | 🔒 unlock to view | bank nim strongnbfc aum acceleratornbfc borrowings outrunning book | |
| Bajaj Holdings & Investment Ltd | ₹1.1 L cr | - | bank nim strongnbfc aum accelerator | |
| Aditya Birla Capital Ltd | ₹93,507 cr | Accelerating multi-segment build-out compressing capital ratios; valuation registers fair | bank nim strong | |
| REC Ltd | ₹91,478 cr | 🔒 unlock to view | ||
| Bajaj Housing Finance Ltd | ₹70,500 cr | 🔒 unlock to view | ||
| L&T Finance Ltd | ₹69,058 cr | 🔒 unlock to view | bank nim strongnbfc borrowings outrunning book | |
| SBI Cards & Payment Services Ltd | ₹55,859 cr | 🔒 unlock to view | bank nim strong | |
| Max Financial Services Ltd | ₹54,252 cr | - | ||
| HDB Financial Services Ltd | ₹53,681 cr | 🔒 unlock to view | bank nim strong | |
| Sundaram Finance Ltd | ₹46,386 cr | - | bank nim strongnbfc borrowings outrunning book | |
| Piramal Finance Ltd | ₹45,644 cr | 🔒 unlock to view | bank nim strong | |
| Authum Investment & Infrastructure Ltd | ₹44,245 cr | - | net cashbank nim strongbank nim compressingnbfc aum accelerator | |
| Housing & Urban Development Corporation Ltd | ₹41,051 cr | - | capex coming onlinenbfc borrowings outrunning book | |
| Mahindra & Mahindra Financial Services Ltd | ₹40,483 cr | 🔒 unlock to view | bank nim strong | |
| Poonawalla Fincorp Ltd | ₹34,594 cr | 🔒 unlock to view | bank nim strongbank nim compressingnbfc aum acceleratornbfc borrowings outrunning book | |
| Indian Renewable Energy Development Agency Ltd | ₹34,329 cr | - | ||
| Tata Investment Corporation Ltd | ₹33,600 cr | - | latent operating leverage | |
| LIC Housing Finance Ltd | ₹30,749 cr | - | ||
| Cholamandalam Financial Holdings Ltd | ₹28,824 cr | - | latent operating leveragebank nim strongnbfc aum acceleratornbfc over levered | |
| Manappuram Finance Ltd | ₹28,650 cr | - | bank nim strongbank nim compressingnbfc borrowings outrunning book | |
| CRISIL Ltd | ₹28,470 cr | 🔒 unlock to view | story tensionbank nim strongbank nim compressing | |
| TVS Holdings Ltd | ₹26,994 cr | - | story tensionbank nim strongbank nim compressing | |
| PNB Housing Finance Ltd | ₹25,794 cr | - | ||
| Piramal Enterprises Ltd | ₹25,683 cr | - | earnings quality weakdeleveraging | |
| IFCI Ltd | ₹22,786 cr | - | net cashbank nim strong | |
| IIFL Finance Ltd | ₹21,945 cr | 🔒 unlock to view | bank nim strongbank nim compressing | |
| CreditAccess Grameen Ltd | ₹20,930 cr | 🔒 unlock to view | bank nim strong | |
| Aadhar Housing Finance Ltd | ₹20,618 cr | 🔒 unlock to view | bank nim strong | |
| Sammaan Capital Ltd | ₹20,295 cr | - | bank nim compressing | |
| Capri Global Capital Ltd | ₹19,989 cr | 🔒 unlock to view | bank nim strongbank nim compressingnbfc aum acceleratornbfc borrowings outrunning book | |
| Choice International Ltd | ₹14,993 cr | - | bank nim compressingnbfc aum acceleratornbfc borrowings outrunning book | |
| Maharashtra Scooters Ltd | ₹13,967 cr | - | ||
| Aptus Value Housing Finance India Ltd | ₹13,533 cr | - | bank nim strongnbfc aum acceleratornbfc borrowings outrunning book | |
| JSW Holdings Ltd | ₹13,487 cr | - | margin under pressurecyclical peak basebank nim compressing | |
| Five-Star Business Finance Ltd | ₹13,047 cr | 🔒 unlock to view | capex coming onlinebank nim strongnbfc aum accelerator | |
| Rrp Semiconductor Ltd | ₹12,489 cr | - | ||
| JM Financial Ltd | ₹11,563 cr | - | capex coming onlinecapex ahead of revenuebank nim strong | |
| Home First Finance Company India Ltd | ₹11,544 cr | 🔒 unlock to view | bank nim strongnbfc aum accelerator | |
| Can Fin Homes Ltd | ₹11,505 cr | - | capex coming online | |
| AAVAS Financiers Ltd | ₹11,100 cr | - | bank nim strong | |
| Edelweiss Financial Services Ltd | ₹10,359 cr | - | bank nim compressing | |
| SBFC Finance Ltd | ₹10,043 cr | 🔒 unlock to view | bank nim strong | |
| Tsf Investments Ltd | ₹8,706 cr | - | latent operating leveragenet cashnbfc aum accelerator | |
| India Shelter Finance Corporation Ltd | ₹8,483 cr | 🔒 unlock to view | bank nim strong | |
| Kama Holdings Ltd | ₹8,250 cr | - | margin under pressurebank nim strongbank nim compressing | |
| Religare Enterprises Ltd | ₹7,989 cr | - | ||
| Bengal & Assam Company Ltd | ₹7,310 cr | - | net cashbank nim strong | |
| Ujjivan Financial Services Ltd | ₹6,714 cr | - | earnings quality strongdeleveraging | |
| Dhenu Buildcon Infra Ltd | ₹6,302 cr | - | ||
| Fedbank Financial Services Ltd | ₹5,712 cr | 🔒 unlock to view | bank nim strong | |
| Paisalo Digital Ltd | ₹5,421 cr | 🔒 unlock to view | bank nim strongnbfc aum acceleratornbfc borrowings outrunning book | |
| MAS Financial Services Ltd | ₹5,365 cr | 🔒 unlock to view | latent operating leveragecapex coming onlinebank nim strongnbfc aum accelerator | |
| Pilani Investment & Industries Corporation Ltd | ₹4,789 cr | - | bank nim compressing | |
| Northern Arc Capital Ltd | ₹4,669 cr | 🔒 unlock to view | capex coming onlinebank nim strong | |
| Onemi Technology Solutions Ltd | ₹4,566 cr | - | capex coming onlineearnings quality weak | |
| SG Finserve Ltd | ₹4,007 cr | 🔒 unlock to view | latent operating leveragebank nim strongbank nim compressingnbfc aum accelerator | |
| Indostar Capital Finance Ltd | ₹3,884 cr | - | bank nim strong | |
| Aye Finance Ltd | ₹3,714 cr | 🔒 unlock to view | bank nim strong | |
| Tourism Finance Corporation of India Ltd | ₹3,452 cr | - | bank nim strong | |
| Dhani Services Ltd | ₹3,323 cr | - | margin under pressurestory tension | |
| Mrugesh Trading Ltd | ₹3,245 cr | - | net cash | |
| Muthoot Microfin Ltd | ₹3,222 cr | - | bank nim strongbank nim compressing | |
| Colab Platforms Ltd | ₹3,071 cr | - | net cash | |
| Nalwa Sons Investments Ltd | ₹2,851 cr | - | margin under pressurenet cashcyclical peak base | |
| Medi Assist Healthcare Services Ltd | ₹2,833 cr | - | ||
| Fusion Finance Ltd | ₹2,830 cr | - | capex coming onlinecapex ahead of revenuebank nim strong | |
| Satin Creditcare Network Ltd | ₹2,508 cr | 🔒 unlock to view | story tensionbank nim strongnbfc aum accelerator | |
| Mufin Green Finance Ltd | ₹2,417 cr | - | bank nim strongbank nim compressing | |
| Repco Home Finance Ltd | ₹2,390 cr | - | bank nim strong | |
| Elcid Investments Ltd | ₹2,340 cr | - | latent operating leverage | |
| Kalyani Investment Company Ltd | ₹2,180 cr | - | ||
| Rane Holdings Ltd | ₹2,103 cr | - | bank nim strong | |
| Shipping Corporation of India Land & Assets Ltd | ₹2,096 cr | - | ||
| Spandana Sphoorty Financial Ltd | ₹2,011 cr | - | bank nim strongbank nim compressing | |
| PTC India Financial Services Ltd | ₹1,964 cr | - | bank nim strong | |
| Grand Oak Canyons Distillery Ltd | ₹1,836 cr | - | ||
| Arman Financial Services Ltd | ₹1,716 cr | 🔒 unlock to view | latent operating leveragebank nim strongbank nim compressing | |
| Summit Securities Ltd | ₹1,666 cr | - | nbfc aum accelerator | |
| Ashika Credit Capital Ltd | ₹1,664 cr | - | bank nim strongbank nim compressing | |
| BF Investment Ltd | ₹1,654 cr | - | bank nim strongnbfc aum accelerator | |
| PNB Gilts Ltd | ₹1,614 cr | - | latent operating leveragenbfc over levered | |
| Balmer Lawrie Investment Ltd | ₹1,572 cr | - | net cashbank nim strong | |
| Ugro Capital Ltd | ₹1,487 cr | - | bank nim strongbank nim compressing | |
| Haryana Financial Corporation Ltd | ₹1,374 cr | - | ||
| Gyftr Ltd | ₹1,366 cr | - | latent operating leveragemargin under pressurenet cash | |
| Innovassynth Technologies (India) Ltd | ₹1,313 cr | - | ||
| Jindal Photo Ltd | ₹1,143 cr | - | net cashbank nim compressingnbfc borrowings outrunning book | |
| A.K.Capital Services Ltd | ₹1,139 cr | - | bank nim strong | |
| Jindal Poly Investment & Finance Company Ltd | ₹1,125 cr | - | net cashcyclical peak basestory tensionbank nim strong | |
| GKW Ltd | ₹1,104 cr | - | ||
| Vardhman Holdings Ltd | ₹1,088 cr | - | bank nim strongbank nim compressingnbfc aum accelerator | |
| Crest Ventures Ltd | ₹1,081 cr | - | latent operating leveragenet cashcyclical peak basebank nim strong |