Q1 earnings deliver positive surprise; has market priced in this optimism?

Analysts believe that such high topline growth may be sustainable in the forthcoming quarter as demand continues to be strong. Q1FY27 delivered a strong earnings surprise, supported by broad-based improvement across consumption, exporters, BFSI and commodities.    According to Nuvama estimates, aggregate PAT growth of BSE500 (ex-OMCs) for Q1 was very strong at 22 per…

How Jio-BoFA deal signals growing push to tap underserved MSME sector

Analysts say the opportunity is not about a broad NBFC boom, but about lenders that can build a strong position in borrower segments that traditional banks still largely underserve. India’s underserved MSME borrowers in Tier-II to Tier-IV cities could emerge as one of the most attractive pockets of the retail lending market post Jio-BoFA deal,…