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SECTOR | 28 Sep 2025

Govt keen to retain its say on picking PSB independent directors

Business Standard

During the PSB Manthan earlier this month, some experts and bankers had suggested that the power to appoint independent directors should rest with the boards of PSBs to enhance accountability

Prabhudas Lilladhar released a Sector Update report for Banks on 07 Oct, 2025.

Banks

SECTOR | 28 Sep 2025

Echoes of 2007 grow louder as risky debt, buyouts raise concerns

Business Standard

There are some key differences between now and 2007. Banks are more heavily regulated and have larger equity cushions. Consumers haven't borrowed as much this time around

Prabhudas Lilladhar released a Sector Update report for Banks on 07 Oct, 2025.

Banks

SECTOR | 26 Sep 2025

Microfinance recovery may be delayed by a quarter as stress persists

Business Standard

The fall in new delinquencies in the microfinance industry has slowed, delaying recovery by a quarter, with meaningful earnings growth expected only from Q4 FY26 or FY27

Prabhudas Lilladhar released a Sector Update report for Banks on 07 Oct, 2025.

Banks

SECTOR | 26 Sep 2025

Banks park 90,931 cr at RBI's 4-day VRR auction, against notified 1 trn

Business Standard

A VRR auction is a monetary tool used by the central bank to inject short-term liquidity into the banking system, offering funds to banks at rates determined by market demand

Prabhudas Lilladhar released a Sector Update report for Banks on 07 Oct, 2025.

NBFCs likely to see rise in non-performing retail loans in FY26: Moody's

Business Standard | 26 Sep 2025 2 more

Banks

SECTOR | 26 Sep 2025

Polycab India promoters sell shares worth Rs 1,739 crore in block deal

Economic Times

Promoters, including Nikhil Jaisinghani and Anil Jaisinghani, divested 1,739 crore worth of Polycab India shares through a block deal on the NSE, selling 23.32 lakh shares at 7,458 each. This sale reduced their collective stake from 48.7% to approximately 47.1%. Prominent buyers included JP Morgan Fund, Morgan Stanley Asia Singapore, and Kotak Mahindra Life.

Prabhudas Lilladhar released a Sector Update report for Banks on 07 Oct, 2025.

Polycab Block Deal: JP Morgan, Morgan Stanley, Societe Generale And Others Acquire Shares Worth Rs 1,740 Crore

NDTV Profit | 25 Sep 2025

Banks

SECTOR | 26 Sep 2025

Credit Card Data Update: Sector Report

Banks

IDBI Capital

Credit card spends moderated in Aug'25, declining by ~1.5% MoM (vs a ~6% increase July'25), while YoY growth stood at ~13.6% (vs ~12.2% in July'25). Cards-in-force reached ~112.3Mn as of Aug'25, up ~6.5% YoY with limited sequential growth. Net new card additions improved to ~6.9 lakhs (vs ~4.2 lakhs in July'25), with HDFCB (~2.2 lakhs), AXISB (~1.4 lakhs) and SBI (~0.7 lakh) leading issuances. Transaction volumes posted a modest ~1.5% MoM rise (vs ~6% increase in July'25) and ~26% YoY growth (vs ~27% in July'25). Looking ahead, we expect September'25 to witness a pickup in spends, supported by festive seasonality, recent GST cuts, and aggressive discounting...

Prabhudas Lilladhar released a Sector Update report for Banks on 07 Oct, 2025.

Banks

SECTOR | 25 Sep 2025

Make In India 2.0 To Focus On Sectors That Will Shape Global Economy Over Next 25 Years: Amit Shah

NDTV Profit

Speaking at the Financial Express Best Banks Awards event in Mumbai, Shah said global economy analysts have been acknowledging India's growth story.

Prabhudas Lilladhar released a Sector Update report for Banks on 07 Oct, 2025.

Banks

SECTOR | 25 Sep 2025

Bharti-Warburg JV to raise 4,000 crore debt for Haier stake buyout

Business Line

The Bharti-Warburg joint entity will likely offer a coupon of 11-12% and is expected to attract demand from large mutual funds as well as NBFCs, sources said

Prabhudas Lilladhar released a Sector Update report for Banks on 07 Oct, 2025.

Banks

SECTOR | 25 Sep 2025

Festival season car loans: Banks trim rates, some drop processing fees

Business Standard

State-owned banks' offers start at 7.6%, while private lenders mostly price loans near or above 9%

Prabhudas Lilladhar released a Sector Update report for Banks on 07 Oct, 2025.

Banks

SECTOR | 24 Sep 2025

New H1-B visa fee may cost 5,500 jobs a month, mostly Indian talent: JP Morgan

Business Standard

JPMorgan warns that Trump's $100,000 H-1B visa fee could slash 5,500 jobs a month, hitting Indian tech workers and US firms relying on skilled foreign talent

Prabhudas Lilladhar released a Sector Update report for Banks on 07 Oct, 2025.