Monday, 28 September 2026Updated 18m ago

Market pulse › NBFCs

NBFCs

Topic tag · tracked since 24 Sept · also nbfc, non banking financial companies, shadow banks

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Today6 stories · 6 articles29 stories since 24 Sept

Net tone▲ +17% today−19% over the week

Market checkNBFC +0.17%Nifty NBFC on Fri, 25 Sept · Nifty +0.34%

Developing2 storylinesBiggest: IRDAI's proposed insurance distribution reforms · 92 updates

Stories per day

Bar colour is the day’s tone · tracking began on 24 Sept

1024 Sept

1025 Sept

326 Sept

227 Sept

428 Sept

Often tagged with

stories together this week · colour is their tone

Banks9 Unsecured loans9 Credit growth7 Insurance6 IRDAI5 Microfinance5 Gold loans4 Insurance distribution4 Bajaj Finance3 Gold3

Stories

29 in all · newest first

Market move● mixedBajaj Finance Share Price Live Updates: Bajaj Finance Faces Weekly SetbackBajaj Finance1 source
3h

Market move▲ bullishSensex today | Stock Market Live Updates: Stock to buy today: Manappuram Finance (₹334)Manappuram Finance shares recently declined, though their long-term trend remains bullishManappuram Finance Nifty and Sensex1 source
4h

● mixedTaking a gold loan? Key costs, repayment rules, and risks to check before pledging jewelleryGold loans Gold1 source
5h

Policy● mixedHolding companies, NBFCs rejig assets, income to escape RBI scrutinyGroups are reshaping NBFC and holding-company balance sheets to avoid RBI registration and complianceRBI RBI rules1 source
11h

● mixedPersonal loan mistakes that can cost you dearly: Five traps to avoidUnsecured loans1 source
1d

● mixedPersonal loan closure and your credit score: What really changes after the final EMIUnsecured loans Credit growth1 source
1d

IPO● mixedShould you subscribe to the Moneyview IPO?Moneyview’s unsecured personal loan concentration is a key risk despite its optically low valuation multipleMoneyview Unsecured loans Market valuations1 source
2d

● mixedPersonal loan approval: Why your debt-to-income ratio can make or break the applicationUnsecured loans1 source
2d

Broker call● mixedGold Loan Boom Set To Cool As Personal Loans Take Over, UBS SaysNBFC personal loan growth reached a two-year high of 30% in AugustUnsecured loans Gold loans Credit growth1 source
2d

Funding and debt▲ bullishIIFL Home Finance signs $150 mn JICA loan to boost affordable housingIIFL Home Finance signed a $150 mn JICA loanIIFL Finance Housing finance Housing1 source
3d

Policy▲ bullishMFIs to seek higher household income threshold for microfinance borrowersMicrofinance industry wants the household income threshold raised to Rs 300,000 per annumMicrofinance Inflation1 source
3d

Data● mixedPersonal loans take 34% of India's household debt; UBS sees 30% NBFC growthUnsecured loans Credit growth1 source
3d

Expansion▲ bullishMuthoot Microfin expects to beat 20% loan growth target as funding costs fallMuthoot Microfin expects to beat its 20% loan growth targetMuthoot Microfin Microfinance Credit growth1 source
3d

Data● mixedShare of high-value micro loans rise: ReportLoans above ₹75,000 rose to 41% of individual microfinance loans in Q1 FY27, from 28% a year earlierMicrofinance Asset quality Banks1 source
3d

Policy● mixedPB Fintech to SBI Life: Kotak lists out impact of IRDAI rules for insurers, NBFCsIRDAI Insurance PB Fintech1 source
3d

Market move● mixedOil prices at $105 | NBFC, Banks stocks remain in focus on insurance blow | Opening BellCrude oil Insurance Banks1 source
3d

● mixedChart of the Day: Lenders want micro loan size upgrade without borrower leverageMicrofinance Banks Credit growth1 source
3d

● mixedBeyond Bajaj Finance: The 3 lenders quietly dominating India’s new unsecured credit cycleUnsecured loans Bajaj Finance Digital lending1 source
3d

Data● mixedGold loans surge 4.4x, gain share in personal credit amid slower unsecured growthGold loans Gold Unsecured loans1 source
3d

Policy▼ bearishIrdai's fee cap proposal rattles distributors; insurance stocks tumbleIRDAI proposed commission caps could reduce distributor incomesIRDAI Insurance distribution Insurance1 source
3d

Policy▼ bearishIrdai commission curbs spark sharp selloff in insurers, banks and NBFCsShares of insurers, banks and NBFCs dropped sharply after IRDAI proposed commission capsIRDAI Insurance Insurance distribution1 source
4d

Leadership● mixedOptimo Capital appoints former RBI CGM as an independent directorOptimo Capital appointed former RBI Chief General Manager Shrimohan Yadav as an independent directorRBI Bengaluru Nitin Gadkari1 source
4d

Policy▼ bearishCan IRDAI’s insurance reforms impact NBFCs? Jefferies warns L&T Finance, Piramal Finance, others are most exposedJefferies warned proposed insurance distribution reforms could pressure NBFC fee incomeInsurance distribution IRDAI L&T Finance1 source
4d

Data▼ bearishMicrofinance portfolio declines 12% YoY, disbursements rise 17% in Q1: SIDBI-EquifaxMicrofinance portfolio fell 12% YoY to ₹2.69 lakh crore in Q1 2026Microfinance SIDBI1 source
4d

Policy▼ bearishIRDAI commission caps may cut insurance income at banks and NBFCsProposed commission caps and bundling restrictions could pressure lender earningsIRDAI Insurance distribution Banks4 sources
3d

Funding and debt▼ bearishBajaj Finance shares fall 5% as company plans to seek approval for capital raiseBajaj Finance shares fell 5% as it planned to seek approval for a fresh capital raiseBajaj Finance1 source
4d

Broker call● mixedStocks to buy: UBS picks 4 NBFC shares with upside potential of up to 36%1 source
4d

Market move▼ bearishSensex tanks over 600 points in early trade; crude oil trades above $100 per barrelSensex fell over 600 points in early trade as crude traded above $100 per barrelNifty and Sensex Crude oil Banks1 source
4d

IPO● mixedCan Moneyview IPO deliver long-term growth for high-risk investors?Moneyview is planning a ₹750 crore IPO to fund loan growthMoneyview Digital lending Unsecured loans1 source
4d