Will Banks & NBFCs make a Big Comeback? episode artwork

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.

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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This episode was published on August 10, 2025.

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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...

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