EPISODE · Aug 10, 2025 · 23 MIN
Will Banks & NBFCs make a Big Comeback?
from The SOIC Podcast · host SOIC
Send us Fan MailIn this episode, we break down the current state of India’s NBFC and banking sector to assess whether a true revival is underway. From RBI’s liquidity tightening to rising NPAs, we explore how different lending models are navigating stress. We dive into five key NBFC segments — Gold Loan NBFCs, Commercial Vehicle Lenders, Conglomerate-Backed NBFCs, SME/MSME Lenders, and Microfinance Institutions — to understand asset quality trends, growth challenges, and what lies ahead.If you're investing in financials, this episode offers a grounded, timely perspective on where the sector really stands.
What this episode covers
Send us Fan Mail In this episode, we break down the current state of India’s NBFC and banking sector to assess whether a true revival is underway. From RBI’s liquidity tightening to rising NPAs, we explore how different lending models are navigating stress. We dive into five key NBFC segments — Gold Loan NBFCs, Commercial Vehicle Lenders, Conglomerate-Backed NBFCs, SME/MSME Lenders, and Microfinance Institutions — to understand asset quality trends, growth challenges, and what lies ahead. If ...
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Will Banks & NBFCs make a Big Comeback?
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