Latest news with #RBLBank
Business Standard
16 hours ago
- Business
- Business Standard
Stock Alert: Paytm, IRFC, Dixon Technologies, JSW Infra, United Breweries
Securities in F&O Ban: Bandhan Bank, RBL Bank and Indian Energy Exchange (IEX) shares are ban from F&O trading on 23 July 2025. Upcoming Results: Infosys, Coforge, Dr Reddy's Laboratories, Tata Consumer Products, Aditya Birla Real Estate, Bajaj Housing Finance, Bikaji Foods International, CMS Info Systems, Force Motors, Maharashtra Scooters, MAS Financial Services, Mahindra Holidays & Resorts India, Persistent Systems, Sapphire Foods India, Sky Gold and Diamonds, Supreme Petrochem, SRF, Syngene International, Syrma SGS Technology, Thyrocare Technologies, Westlife Foodworld will declare their result later today. Stocks To Watch : United Breweries reported 5.9% jump in consolidated net profit to Rs 183.87 crore despite a 7.4% declined in net sales (excluding excise duty) to Rs 5,378.88 crore in Q1 FY26 over Q1 FY25. One 97 Communications (Paytm) reported a consolidated net profit to Rs 122.50 crore in Q1 FY26 compared with net loss of Rs 838.90 crore in Q1 FY25. Net sales jumped 27.7% YoY to Rs 1,917.50 crore in Q1 June 2025. Indian Railway Finance Corporation (IRFC)s standalone net profit increased 10.7% to Rs 1,745.69 crore on 2.2% jump in total income to Rs 6,918.24 crore in Q1 FY26 over Q1 FY25. Ideaforge Technology reported a consolidated net loss of Rs 23.56 crore in Q1 FY26 compared with net profit of Rs 1.17 crore in Q1 FY25. Net sales tumbled 85.2% YoY to Rs 12.78 crore in Q1 FY26. JSW Infrastructures consolidated net profit jumped 31.5% to Rs 384.68 crore on 21.2% increase in net sales to Rs 1,223.85 crore in Q1 FY26 over Q1 FY25. Dixon Technologies reported a 68.3% jump in consolidated net profit to Rs 224.97 crore in Q1 June 2025 on 95.1% surge in net sales to Rs 12,835.66 crore in Q1 June 2025 over Q1 June 2024.
Time of India
17 hours ago
- Business
- Time of India
FIIs increase stake in 264 smallcap stocks, 3 of them turn multibagger in 2025. Do you own any?
Foreign Institutional Investors (FIIs) have been actively increasing their stakes in Indian smallcap stocks, with some picks yielding multibagger returns in 2025. Sectors like auto ancillaries, financial services, and defense have particularly attracted FII attention. While some stocks have thrived, others have underperformed, highlighting the inherent volatility in the smallcap market and the importance of selective investing. Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Foreign institutional investors (FIIs), who have been hunting for greener pastures in the broader market, found at least 3 of their Q1 picks delivering explosive multibagger returns of up to 165% in 2025 alone, leaving retail investors scrambling to catch analysis of shareholding pattern data from the June quarter reveals that FIIs raised stakes in at least 264 smallcap stocks . The standout winner has been Force Motors , which makes engines for the likes of Mercedes, BMW and Rolls Royce Daimler. The stock is up 165% year-to-date and FIIs have increased their holding from 8.36% to 9.77%.The foreign money managers' Midas touch extends beyond just Force Motors. Camlin Fine Sciences delivered a hefty 125% return where FIIs have nearly doubled their stake from 1.47% to 2.88% in just 3 months. Gabriel India rounds out the multibagger trio with a 107% gain, as foreign investors boosted their position from 5.23% to 5.97%.But the success story doesn't end there. A remarkable 17 stocks from the FII-backed list have delivered returns of at least 50% in 2025, creating a winners' circle that includes Lumax Auto Technologies (77%), Authum Investment & Infrastructure (69%), and RBL Bank (65%).The automotive sector emerges as a clear FII favorite, with multiple auto component companies featuring prominently in the high-returns list. Lumax Industries gained 66% alongside its sister company Lumax Auto Technologies, while Federal-Mogul Goetze India surged 55% despite FIIs adding just 14 basis points to their Micro Systems saw the largest stake increase, with FII holding jumping from 0.93% to 7.16%, a massive 623 basis point surge that coincided with a solid 56% stock and infrastructure stocks have also caught FII attention. PSU defence stock GRSE delivered 60% returns as FII stakes rose to 5.33% from 3.85%, while Bharat Dynamics gained 53.18% with foreign holdings increasing to 3.77%.The financial services sector represents another FII hunting ground. RBL Bank's 65% surge came alongside a significant 313 bps increase in FII holding to 17.56%. Similarly, Cholamandalam Financial Holdings rewarded foreign investors with 52% returns as they raised stakes to 18.32%.Even modest FII increases have translated into meaningful returns. Navin Fluorine International gained 53% despite FII holdings rising by just 139 bps, while specialty chemicals player Shankara Building Products delivered 53% returns as FII stakes nearly doubled from 5.69% to 10.55%.Healthcare stocks haven't escaped FII radar either. Narayana Hrudayalaya provided 51% returns with FII holding climbing to 10.46%, demonstrating the breadth of foreign investor interest across foreign investors' smallcap strategy appears particularly focused on auto ancillaries, financial services, specialty chemicals, defence, and healthcare, sectors that have been riding India's economic momentum and structural growth not all FII picks have delivered immediate gratification. Some high-profile names in the list have struggled, with stocks like Advanced Enzyme Technologies declining 4.36% despite FIIs dramatically increasing their stake by 1155 bps to 23.45%. This underscores that even sophisticated foreign money managers aren't immune to market brokerage firm Emkay Global has recently revamped its model portfolio to include small and midcap stocks and reduce largecap holdings."Our model portfolio is primarily large-cap focused (Rs500bn+ market cap) with a dedicated 40% allocation to a fixed basket of 5 SMID-cap stocks as a strategic carve-out within the model portfolio is run on a top-down basis from within our Emkay universe," it said. Emkay's 5 small and midcap ideas include Bikaji Foods, Motilal Oswal. Shriram Pistons, Metropolis Healthcare and analysts point out that midcap stocks have outperformed smallcaps over the long term due to better risk-adjusted returns, stronger business fundamentals, and higher survivability."While smallcaps offer higher short-term growth potential, they are more volatile and prone to failure. Midcaps, being more mature and financially stable, attract greater institutional interest and provide more consistent performance, making them a more reliable investment over extended periods," Equirus Wealth a meaningful rally from April lows, valuations are no longer cheap."Largecaps are above long-term averages, and mid-/small-caps are trading at a premium. Still, headline P/Es mask the deeper story — midcaps continue to deliver stronger earnings growth and justify selective premium valuations. We now enter a phase where markets won't reward broad exposure. The easy beta-driven gains may be behind us. From here, business quality, earnings consistency, and management execution will define outcomes," it said.(Data: Ritesh Presswala)(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of the Economic Times)
Business Standard
2 days ago
- Business
- Business Standard
Stock Alert: PNB Housing Finance, Oberoi Realty, Bajaj Finance, CIE Automotive
Securities in F&O Ban: Bandhan Bank and RBL Bank shares are banned from F&O trading on 22 July 2025. Upcoming Results: United Breweries, Aurionpro Solutions, Blue Jet Healthcare, Colgate Palmolive (India), CreditAccess Grameen, Cyient DLM, Dalmia Bharat, Dixon Technologies (India), Goodluck India, Huhtamaki India, Ideaforge Technology, IRFC, JSW Infra, Kajaria Ceramics, KEI Industries, Kirloskar Pneumatic Company, Mahindra & Mahindra Financial Services, Mahanagar Gas, One 97 Communications(Paytm), Shyam Metalics and Energy, SML Isuzu, VST Industries, Zee Entertainment will declare their result later today. Stocks to Watch: PNB Housing Finances consolidated net profit jumped 23.3% to Rs 533.50 crore on 13.6% increase in total income to Rs 2081.87 crore in Q1 FY26 over Q1 FY25. Oberoi Realty reported a 27.9% decline in consolidated net profit to Rs 421.25 crore on 29.7% fall in net sales to Rs 987.55 crore in Q1 June 2025 over Q1 June 2024. Bajaj Finances managing director (MD), Anup Kumar Saha has resigned due to personal reasons. Rajeev Jain will assume the leadership as vice chairman and MD until March 2028, ensuring smooth succession and business continuity. Dhanlaxmi Banks standalone net profit surged 252.2% to Rs 12.18 crore on 20.5% jump in total income to Rs 407.06 crore in Q1 FY26 over Q1 FY25. DCM Shrirams consolidated net profit jumped 13% to Rs 113.38 crore on 13.4% increase in net sales to Rs 3248.63 crore in Q1 FY26 over Q1 FY25.
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Business Standard
3 days ago
- Business
- Business Standard
Brokerages remain divided on RBL Bank after Q1 result; check recommendation
RBL Bank shares slipped 3.2 per cent, logging an intraday low at ₹254.7 per share on BSE. The selling pressure on the counter came after the company posted Q1 results. At 11:19 AM, RBL Bank share price was trading 1.65 per cent lower at ₹258.8 per share on the BSE. In comparison, the BSE Sensex was up 0.48 per cent at 82,148.37. The company's market capitalisation stood at ₹15,765.65 crore. The 52-week high of the stock was at ₹272.9 per share, and the 52-week low of the stock was at ₹146 per share. What should investors do with RBL Bank shares post Q1FY26 results? Motilal Oswal has maintained a 'Buy' with a target price of ₹290 per share. According to the brokerage, the bank reported a beat on earnings, with margins sharply moderating due to the repo rate cuts. Deposits grew 2 per cent quarter-on-quarter (Q-o-Q), with the current account savings account (CASA) ratio moderating to 32.5 per cent. Advances also increased 2 per cent Q-o-Q, with the bank expecting it to grow in the mid-teens, with a mid-to-high teen growth in wholesale advances. Post the results, Motilal Oswal fine-tuned its earnings per share (EPS) estimates and projected an FY27E return on asset/ return on equity (RoA/RoE) of 1.07 per cent/11.4 per cent. Incred Equities has also iterated 'Add' with an upward revision in target to ₹290 per share from ₹260. The brokerage believes that moderating the microfinance institutions (MFI) Special Mention Account (SMA) book is comforting and improves visibility of 200 basis points (bp) credit costs for FY26F. However, ICICI Securities has downgraded RBL Bank to 'Hold' from 'Add' with a revised target to ₹250 from ₹210. "RBL Bank reported a weak Q1 performance, with a sharp 40 bps Q-o-Q decline in net interest margin (NIM), double-digit drop in net interest income (NII), and no improvement in slippages (new bad loans)," the brokerage note read. Check List of Q1 results today RBL Bank Q1 results The bank posted a 46 per cent year-on-year (Y-o-Y) decline in its net profit to ₹200 crore for the quarter ended June 30, 2025, compared to ₹371.5 crore a year ago. The Net Interest Income (NII) of the lender fell 13 per cent Y-o-Y to ₹1,481 crore from ₹1,700 crore, and declined 5 per cent sequentially from ₹1,563 crore in the March 2025 quarter. Net Interest Margin (NIM) for the quarter stood at 4.50 per cent, as compared to 4.89 per cent in Q4FY25, and 5.67 per cent in the year-ago period. Other income of the bank rose by 33 per cent to ₹1,069 crore during the quarter, against ₹805 crore in the same period last year. In Q4FY25, other income stood at ₹1,000 crore.
Economic Times
3 days ago
- Business
- Economic Times
AU Small Finance Bank shares slump 7% after Q1 margins shrink
Shares of AU Small Finance Bank fell as much as 7.3% on Monday to Rs 736.95 on the BSE after the lender reported a mixed set of earnings for the June quarter, with shrinking margins and deteriorating asset quality overshadowing a 16% rise in net profit. ADVERTISEMENT Net profit rose to Rs 581 crore for the April–June quarter, up from Rs 503 crore a year ago, driven by strong treasury gains. However, the bank's core lending performance showed strain, with net interest margin (NIM) narrowing by 38 basis points to 5.4%. 'Net interest margins have started to shrink as banks began to transmit the rate cuts,' the bank said in a stock exchange filing. Net interest income (NII), a key measure of a bank's profitability, grew 6% year-on-year to Rs 2,045 crore from Rs 1,921 quality weakened during the quarter, with the gross non-performing assets (GNPA) ratio rising to 2.47% from 1.78% a year earlier. This led to a sharp increase in provisions, which surged to Rs 533 crore from Rs 283 crore in the year-ago pressure on margins, the bank reported a robust 38% growth in pre-provision operating profit at Rs 1,312 crore compared to Rs 952 crore a year earlier. This was supported by a 59% jump in other income, which stood at Rs 811 crore. The bank booked Rs 289 crore in treasury gains during the quarter, significantly higher than Rs 40 crore in the same period last year. ADVERTISEMENT AU Bank's gross loan portfolio expanded 18% year-on-year to Rs 1.18 lakh crore, even as its unsecured segments, comprising microfinance and credit cards, saw a 23% decline. Total deposits grew 31% over the same period to Rs 1.28 lakh crore. ADVERTISEMENT Shares of AU Small Finance Bank have gained 3.9% so far in 2025. The stock is up 7.6% in the past six months, and over 1% in the last 12 months, though it has slipped 1% in the last the stock is trading below its 5-day, 10-day, 20-day, and 30-day simple moving averages, while holding above its 50-day, 100-day, 150-day, and 200-day SMAs. The Relative Strength Index (RSI) at 50.1 indicates neutral momentum. The Moving Average Convergence Divergence (MACD) is at 10.9, above the center line but below the signal line. ADVERTISEMENT Also read | RBL Bank Q1 Results: Net profit falls 46% YoY to Rs 200 crore; NII down 13% (Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of the Economic Times) (You can now subscribe to our ETMarkets WhatsApp channel)
