BAJAJ HOUSING FINANCE
Home loan EMI for these borrowers will go up as RBI increases repo rate by 25 bps: Know the impact on Rs 25 lakh-Rs 2 cr home loans
RBI repo rate: Borrowers with home loans linked to External Benchmark Linked Rates will see an increase in their EMIs. The Reserve Bank of India has raised the repo rate, impacting the cost of borrowing. This is the first repo rate change since December 2025 and will influence many floating rate loans. Home loan borrowers had previously benefited from reduced rates but now face higher payments.
Margin boost: Jefferies picks 3 bank stocks to gain the most from RBI rate hikes
Jefferies expects RBI’s 25-basis-point rate hike and calibrated tightening stance to support bank earnings, particularly ICICI Bank, SBI and Axis Bank. Faster loan repricing could drive margin expansion, while smaller private banks, NBFCs and life insurers may face greater pressure.
Lowest home loan interest rates after RBI repo rate hike: Check rates of above Rs 30 lakh to 75 lakh loans at public & private banks, HFCs
In a recent move, the Reserve Bank of India has lifted the repo rate to 5.50% from 5.25%, impacting the landscape of home loan interest rates. Public sector players such as Bank of Maharashtra and Central Bank of India are providing attractive rates near 7.00%. Meanwhile, the South Indian Bank stands out in the private sector with an enticing starting interest of 7.25%.
Banks vs NBFCs: Which stocks could benefit as RBI eyes rate hike for first time in 3 years?
The RBI’s expected first rate hike in three years could have a mixed impact on banks and NBFCs. While higher funding costs may pressure NBFC margins, lenders with floating-rate assets and strong liquidity could benefit. Brokerages favour HDFC Bank, ICICI Bank, Kotak Mahindra Bank, Bajaj Finance and Tata Capital.
National Housing Bank likely to double affordable housing outlay for HFCs this fiscal
National Housing Bank plans to double the refinance and affordable housing funds for large housing finance companies. These funds will be available to companies seeking long-term and cheaper financing options. LIC Housing Finance, Bajaj Housing Finance, and others are likely to benefit from this increase. The funding is expected to help reduce reliance on banks while promoting growth in housing loans.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of over 20%
In times like these, the market will have its green and red days. What matters, however, is not the colour of a single day, but the things underneath it: The central bank, the fund flows, and, above all, corporate earnings. Watch those, stay patient, and forget the daily noise.
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Stocks in news: HDFC Bank, Infosys, Yes Bank, Hindustan Zinc and RVNL
Indian equities continued their downward trend due to rising global bond yields and high crude oil prices. The Nifty 50 fell by 198.50 points, while the BSE Sensex decreased by 570.59 points. Key companies like HDFC Bank and Infosys made significant corporate announcements amidst these market conditions. HDFC Bank appointed a new Managing Director and CEO following regulatory approval.
Bajaj Finserv to rope in ex-GIC re chief for reinsurance venture
Bajaj Finserv is preparing to enter the reinsurance sector with the appointment of N Ramaswamy Narayanan. The former chairman of GIC Re brings over thirty years of reinsurance experience to the role. This strategic move aims to strengthen the Bajaj Group's existing insurance operations through a new subsidiary focused on reinsurance.
Bajaj Finance: Why this rare Nifty outperformer is likely to reward investors in a muted market
Bajaj Finance is down only about 2% in 2026 against a roughly 13% fall in the Nifty, even as FPI outflows reached $26.8 billion year to date. the relative strength rests on a Rs 17,500 crore capital raise (QIP plus promoter warrants), which Jefferies sees lifting FY28e BVPS by 8% with eps broadly flat.
ETMarkets PMS Talk | The biggest de-rating warning? When market expectations outrun business reality: Swati Khemani
Swati Khemani, Founder & CEO of Carnelian Asset Management & Advisors, believes de-rating is the “other side of alpha” and one of the most underappreciated risks in equity investing. She argues that the biggest warning sign emerges when market expectations begin to move faster than the underlying business, leaving little room for positive surprises.
Can IRDAI’s insurance reforms impact NBFCs? Jefferies warns L&T Finance, Piramal Finance, others are most exposed
IRDAI’s proposed insurance distribution reforms could extend beyond insurers and distributors, potentially pressuring NBFC fee income. Jefferies flagged L&T Finance, Piramal Finance and others as exposed to insurance commissions, with proposed cuts potentially affecting profitability.
Chasing IPO debut highs? All 10 listing multibaggers of last 2 years bleed negative returns
Recent IPOs are turning into a headache for investors, as nearly all are now falling beneath their initial listing highs. For instance, Vibhor Steel Tubes and Mamata Machinery have seen drastic declines from their early performances. While a few stocks maintain values above their original prices, many investors find themselves grappling with losses due to inflated entry costs.
Which NBFCs will gain the most from rate hike cycle? JM Financial lists top picks
JM Financial highlights how soaring bond yields and policy rate hikes impact Indian NBFCs. While housing finance companies like LIC Housing Finance and PNB Housing Finance stand to benefit on NIMs, vehicle and MFI lenders face headwinds. Top stock picks include Aditya Birla Capital, Piramal Finance, and CreditAccess Grameen.
Sunil Singhania-backed Abakkus Flexi Cap Fund increases stake in Dixon Technologies, OFSS, 30 others in August
Sunil Singhania-backed Abakkus Flexi Cap Fund increased its holdings in 32 stocks during August, including Dixon Technologies, OFSS, NTPC, and Tata Steel. The fund also added Groww and Jubilant Pharmova as new entrants, expanding its AUM to Rs 7,394 crore across 46 portfolio stocks.
Stock-picking vs funds: Why professional management can be better for retail investors
The internet and AI have made financial information more accessible than ever. However, access to information is not the same as acting upon it to your benefit. Professional fund management, meanwhile, puts a process between emotions and decisions.
What is an approved project and why does it matter when buying a home?
Securing lender approval for real estate projects significantly simplifies the home loan process. Each project is meticulously evaluated through legal and technical checks before funding is provided. This pre-approval minimizes the need for borrower verification, allowing for expedited loan processing. Bajaj Housing Finance offers a variety of pre-approved projects and swift disbursal options, ensuring buyers access considerable funds and extended repayment periods for their purchases.
Dividends and stock splits: Hindustan Copper, Cochin Shipyard among 200+ stocks with record dates this week. Check full list
Over 90 companies have fixed September 18 as the record date for dividends and other corporate actions. Victoria Mills leads with a Rs 50 per share dividend, followed by Sharda Motor Industries at Rs 20. The list also includes several companies announcing dividends, while Oriana Power and Kairosoft Ai Solutions have set record dates for stock splits.
6 stocks with consistent score improvement and upside potential of up to 24% in one year, according to analysts
Another week where the bears were in total control. There is, at this juncture, no point in guessing what will happen to the Nifty and Sensex. It depends on many things that have nothing to do with what is happening at the fundamental or technical levels. So, let the storm pass. The stocks we have in our list today have seen an improvement in their overall average Stock Report Plus score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum.
Bajaj Finance acquires 5% stake in TrueFan AI as part of Finserv Intelligence
Bajaj Finance has completed a five percent equity investment in TrueFan AI, a move that aligns with Bajaj Finserv's commitment to fostering applied research and driving innovation. This investment will focus on tech startups that demonstrate significant scalability. TrueFan's platform is already being utilized for enhancing customer engagement, with the goal of expanding efforts in personalized marketing and AI-enhanced communication.
Voice AI startup Navana raises Rs 40 crore from Ronnie Screwvala, others
Navana successfully raised forty crore rupees in its recent funding round, aimed at broadening its presence in the banking and financial sectors. This investment will also enhance development for speech models tailored for Indian languages, as the company currently manages over one hundred million voice AI minutes for its clients. This funding will further bolster its evolution within regulated enterprise sectors.
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 23%
As oil prices move up again, how will things pan out for the Indian market? Will it be a standalone underperformer? Or is it just a phase where the rising price of crude is leading to fears that the market will again come under pressure in the short term? Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Should homemakers buy a term plan? Here’s why their unpaid work has real financial value
The contributions of homemakers to household management have substantial economic significance that is now being acknowledged by life insurance policies. By considering family finances and the income of a spouse, insurers are able to offer tailored coverage for homemakers. Notably, the premiums for these term plans rival those for income-earning individuals, highlighting the importance of thoroughly understanding the specifics of life cover, whether individual or joint.
Which stocks should you buy ahead of the festive season? Here are Kotak Securities’ top 10 picks
India’s festive season is expected to drive a strong consumption boost, with analysts identifying sectors and stocks that could benefit. The period from Ganesh Chaturthi through Navratri, Dussehra, Dhanteras, Diwali and the wedding season typically brings higher footfalls, orders, ticket sizes and margins.
NAREDCO Maharashtra to host Real Estate & Infrastructure Investors’ Summit 2026 (REIIS 2026) in Mumbai
Theme ‘Re-Defining India’s Growth Story’ to Focus on Strategic Capital, AI Innovations, Infrastructure, and Global Investment Partnerships
India’s IPO party is in full swing. Just don’t mistake debut-day gains for a winning bet
August saw twenty companies raise over twenty-one thousand crore rupees. Listing-day returns have significantly increased from a discount to a premium. Investors should not treat initial public offerings as lottery tickets. Thorough due diligence is essential to identify strong businesses and avoid duds. Analyzing financials, valuation, and offer details helps separate quality investments.
Shadow lenders line up over Rs 10,000 crore in rupee bonds
In an exciting development, Indian shadow lenders are gearing up to raise a substantial sum of at least ten thousand crore rupees in the near future. Power Finance Corporation is set to invite bids for a massive fifty billion rupee bond issuance, while Bajaj Housing Finance and HDB Financial Services are also eyeing significant note offerings. Tata Capital and Shriram Finance are in the process of arranging for considerable borrowings.
Bajaj Finance, L&T Finance poised to benefit as NBFC earnings recovery broadens: Siddhartha Khemka
India’s NBFC sector is showing signs of a broad-based cyclical recovery, with FY27 first-quarter results pointing to stronger loan growth, improving asset quality, lower credit costs and emerging operating leverage. Earnings estimates are also being upgraded, raising expectations of sustained profitability and a potential valuation re-rating across leading lenders.
Jefferies picks 4 NBFCs with up to 20% upside that may continue outperforming Nifty, bank stocks. Here’s why
Jefferies has picked Bajaj Finance, Cholamandalam Investment and Finance Company, Aditya Birla Capital and Shriram Finance to outperform the Nifty and bank stocks, with target prices implying up to 20% upside. The brokerage expects strong earnings growth, asset-quality improvement and EPS upgrades to drive gains, despite limited scope for valuation re-rating.
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