Trendlyne Analysis Broker Research reports

The values of loans, deposits, improved for most listed banks during Q1FY25. Loans for all banks, except HDFC Bank, are at the highest level in the past five quarters. However, HDFC Bank remains at the top in bank operations. CASA ratio for most banks declined YoY.

In July 2024, Consumer Price Index (CPI) inflation dropped to a near five-year low of 3.5%, while Wholesale Price Index (WPI) inflation moderated to 2%. The Purchasing Managers' Index (PMI) declined compared to the previous month.

The unemployment rate fell in July 2024. Foreign Institutional Investment (FII) and mutual funds witnessed inflows for the second consecutive month. Crude oil prices rose on a MoM basis.

Retail sales in the automobile industry rose by 14.1% YoY in July 2024, reaching 20.3 lakh units. Two-wheeler retail sales increased by 17.2% YoY to around 14.4 lakh units, while car sales grew by 10.4% YoY to 3.2 lakh units.

In June 2024, the total value of credit card transactions continued the trend from May, and increased by 15.7% YoY, reaching Rs 1.6 lakh crore. Concurrently, the number of outstanding credit cards also grew, by 17.1% YoY. Private sector banks saw a 17.8% YoY rise in the value of transactions.

In July, automobile wholesales of listed companies grew marginally by 0.2% YoY to 12.2 lakh units. Exports increased by 5.2% YoY to 2.6 lakh units. Domestic two-wheeler wholesales of listed companies increased by 2.1% YoY to 8.3 lakh units, while passenger vehicles fell by 5.1% YoY to 2.2 lakh units.

In June 2024, the total number of passengers carried by Indian domestic airlines increased 5.4% YoY to 132.1 lakh. Total departures by scheduled carriers increased by 4.3% YoY to 85,831.

India's total wireless subscriber base increased by 20.6 lakh subscribers MoM on a net basis, reaching 116.9 crore in May.

Reliance Jio and Bharti Airtel gained subscribers, while Vodafone Idea and BSNL continued to lose subscribers YoY.

In June 2024, Consumer Price Index (CPI) inflation rose to a four-month high of 5.1%, while Wholesale Price Index (WPI) inflation increased to 3.4%. The Purchasing Managers' Index (PMI) rose, compared to the previous month.

The unemployment rate rose in June 2024. Foreign institutional investment (FII) and mutual funds witnessed inflows, compared to outflows in the previous month. Crude oil prices fell on an MoM basis.

In May 2024, the total number of passengers carried by Indian domestic airlines increased 4.4% YoY to 138 lakh. Total departures by scheduled carriers declined by 2.6% YoY to 88,523.

In June 2024, private insurers sold 7.1 lakh policies, while LIC sold 14.6 lakh schemes. The first-year premium for private insurers grew by 9.7% YoY to Rs 10,333.4 crore. Meanwhile, LIC's first-year premium increased to Rs 28,366 crore, with its market share falling by 70 bps YoY.