In this briefing: Primer: Citius TransNet Investment Trust (CTIT IN) - May 2026 HSIE Results Daily: Bajaj Finance, Indian Bank, Federal Bank, Star Health and Allied Insurance Navin Fluorine International Ltd - Robust Quarter; Broad-Based Growth Drives Earnings Upgrade Federal Bank Ltd. - Good Quarter; Building Towards Higher RoA of 1.4% by FY28E Bajaj Finance - Scaling with Strength – Growth, Quality, and FinAI Edge! 1. Primer: Citius TransNet Investment Trust (CTIT IN) - May 2026 Dominant Player in a High-Growth Sector: Citius TransNet Investment Trust is a recently listed Infrastructure Investment Trust (InvIT) with a substantial portfolio of 10 mature road assets, strategically located across nine Indian states. The Trust is well-positioned to capitalize on India's significant infrastructure investment pipeline, which is projected to be around ₹93 lakh crore between FY2025 and FY2030. Stable, Predictable Cash Flows with Growth Potential: The Trust's revenue model, a mix of toll-based (traffic-linked) and annuity-based (fixed income) assets, provides a combination of stable, predictable cash flows and potential for growth.

Federal Bank is set to acquire a credit card portfolio of approximately 4.5 lakh cards from Standard Chartered Bank, India. This strategic move will significantly boost Federal Bank's non-co-branded credit card segment, adding a seasoned customer base concentrated in top cities and doubling its presence in those markets.

In this briefing: HSIE Results Daily: Bajaj Finance, Indian Bank, Federal Bank, Star Health and Allied Insurance Navin Fluorine International Ltd - Robust Quarter; Broad-Based Growth Drives Earnings Upgrade Federal Bank Ltd. - Good Quarter; Building Towards Higher RoA of 1.4% by FY28E Bajaj Finance - Scaling with Strength – Growth, Quality, and FinAI Edge! South Korea and Taiwan Drive Asia Fund Returns 1. HSIE Results Daily: Bajaj Finance, Indian Bank, Federal Bank, Star Health and Allied Insurance Bajaj Finance: Bajaj Finance (BAF) reported largely in-line earnings, driven by steady AUM growth (+22.4% YoY), marginal reflation in NIMs (9.1%), and lower credit costs GS-III/NS-III and credit costs (adjusted for recoveries from written-off loans and accelerated provisions) improved sequentially and improvement in vintage credit performance (3MOB, 6MOB, etc.) is likely to drive lower credit costs for FY27, although global uncertainties remain an overhang The ongoing FINAI transformation remains on track and is expected to drive higher productivity and operating efficiency gains, going ahead Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

Federal Bank is set to acquire a significant credit card portfolio from Standard Chartered Bank. This deal involves approximately 450,000 cards. The acquisition will boost Federal Bank's existing credit card base. It will also strengthen its presence in major Indian cities. The transaction is expected to conclude by the end of 2026.

The list includes DOMS, KEC International, Kotak Bank, among others. The brokerage has issued a ‘buy’ rating for all nine stocks.

Charts suggest possible range breakouts in IGL and Federal Bank, and downside setups in Jindal Steel and KFin Tech.

The broader markets are expected to open on a positive note after the US Federal Reserve slashed the benchmark interest rate by 25 basis points.