SOIC’s latest analysis on NBFCs points to a possible lending cycle revival led by RBI rate cuts and liquidity support. Gold loan NBFCs are outperforming, while CV lenders face stress.
Conglomerate-backed players and microfinance lenders show mixed asset quality trends.
Key watch: credit growth data, GNPA trends, RBI policy moves.
How are you positioning for an NBFC turnaround, and what screeners do you use to spot early signs of recovery?