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Brief India: Bandhan Bank Ltd. - Credit Costs Improvement Keenly Eyed; Upgrade to BUY on Valuation Comfort and more
In this briefing: Bandhan Bank Ltd. - Credit Costs Improvement Keenly Eyed; Upgrade to BUY on Valuation Comfort Cyient Ltd - Mixed-Bag Performance; Moderate Outlook APL Apollo Tubes Ltd - Robust Q3; Growth and Profitability Guidance Revised Upwards APAC Healthcare Weekly (January 25) – InSilico, Daiichi, Shionogi, Alteogen, HK Inno, Sun Pharma Quiddity Leaderboard BSE ​​​​SENSEX Jun26: One Change Possible; US$357mn One-Way 1. Bandhan Bank Ltd. - Credit Costs Improvement Keenly Eyed; Upgrade to BUY on Valuation Comfort Green Shoots Emerge in EEB Segment: Bandhan’s operational indicators in the EEB segment are showing gradual signs of improvement, with X-bucket CE improving to 99.6% since Nov’25 and better early-stage delinquency indicators pointing to lower forward flows. In Q3, EEB slippages declined for the third consecutive quarter to Rs 942 Cr vs Rs 1,118 Cr in Q2. The management indicated that vintage-level analysis suggests low stress formation over the last one year, instilling confidence that PAR accretion will continue to moderate.
cityfalcon.com·2mo ago
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Brief India: Cyient Ltd - Mixed-Bag Performance; Moderate Outlook and more
In this briefing: Cyient Ltd - Mixed-Bag Performance; Moderate Outlook APL Apollo Tubes Ltd - Robust Q3; Growth and Profitability Guidance Revised Upwards APAC Healthcare Weekly (January 25) – InSilico, Daiichi, Shionogi, Alteogen, HK Inno, Sun Pharma Quiddity Leaderboard BSE ​​​​SENSEX Jun26: One Change Possible; US$357mn One-Way Indian QSR Consolidation: A Rare Cash Arbitrage Play In RBA? 1. Cyient Ltd - Mixed-Bag Performance; Moderate Outlook Deal wins/pipeline: During the quarter, the company won key deal wins across segments such as Mining, Aerospace, Off Highway Equipment and Utilities. Overall, the company added eight new strategic logos across different industries during the quarter. Strategic Acquisition: During the quarter, Cyient, through its wholly owned subsidiary Cyient Semiconductors Singapore Pte, signed a definitive agreement to acquire a majority stake in Kinetic Technologies, a leader in high-performance analog mixed-signal semiconductors for data centers and power applications, for up to $93 Mn in Dec’25.
cityfalcon.com·2mo ago
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Education only path to development, says Nirmala Sitharaman
The Union Finance Minister inaugurates ₹18-lakh worth facilities at the Zilla Parishad High School at Pedamainavanilanka village in West Godavari, besides opening an AI skills hub provided by Cyient Limited in the village
cityfalcon.com·3mo ago
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Cyient arm to acquire over 65% stake in US-based power semiconductor co Kinetic Technologies for $93 million
India Business News: HYDERABAD: Cyient Semiconductors, a wholly owned subsidiary of Cyient Ltd, is acquiring over 65% stake in San Jose headquartered power semiconductor p.
cityfalcon.com·4mo ago
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Cyient Foundation Launches AI & Future Skills Center in Nagaland
An announcement from Cyient Limited ( ($IN:CYIENT) ) is now available. Cyient Foundation, the CSR arm of Cyient Limited, in partnership with SIDBI ...
cityfalcon.com·5mo ago
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