HDFC Bank and Shriram Finance poised to ride sectoral tailwinds; Motilal Oswal sees 12-18% upside scope

Despite mixed market conditions, India’s financial sector remained resilient in Q4 FY25, with 11.1% YoY credit growth and stable asset quality. Gold loans and vehicle financiers led the performance, while microfinance showed improving collections. With RBI rate cuts likely, FY26 is expected to see 12% credit growth. Shriram Finance and HDFC Bank emerge as top picks for investors.

from Economic Times https://ift.tt/5Zf8k1u