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NBFCs Stocks To Buy Ahead Of Q4 Results: Shriram Finance, PNB Housing Finance Among Motilal Oswal's Top Picks — Full List Inside

Motilal Oswal indicates that there is no visible impact from the war at present, but the real acid test is expected to emerge from AprilMay 2026 onward.

NBFCs Stocks To Buy Ahead Of Q4 Results: Shriram Finance, PNB Housing Finance Among Motilal Oswal's Top Picks — Full List Inside
Given the uncertain macro backdrop, the brokerage prefer diversified lenders.
(Photo: Envato)
STOCKS IN THIS STORY
Aavas Financiers Ltd.
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Bajaj Finance Ltd.
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Bajaj Finserv Ltd.
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Can Fin Homes Ltd.
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Cholamandalam Investment & Finance Company Ltd.
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CreditAccess Grameen Ltd.
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Five-Star Business Finance Ltd
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Fusion Micro Finance Ltd
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Home First Finance Company India Ltd
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HDB Financial Services Ltd
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IIFL Finance Ltd.
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Jio Fin
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LIC Housing Finance Ltd.
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Manappuram Finance Ltd.
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MAS Financial Services Ltd.
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Muthoot Finance Ltd
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Northern ARC Capital Ltd
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PNB Housing Finance Ltd.
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Poonawalla Fincorp Ltd.
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Power Finance Corporation Ltd.
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Repco Home Finance Ltd.
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REC Ltd
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Spandana Sphoorty Financial Ltd
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NDTV Profit's special research section collates quality and in-depth equity and economy research reports from across India's top brokerages, asset managers and research agencies. These reports offer NDTV Profit's subscribers an opportunity to expand their understanding of companies, sectors and the economy.

Motilal Oswal Report

Motilal Oswal estimates ~15%/16% YoY growth in net interest income/pre-provision operating profit in Q4 FY26 for its NBFC coverage universe and PAT is expected to grow ~30% YoY.

Excluding NBFC-MFIs, the brokerage expects PAT growth of nearly 26% YoY, for its coverage universe.

However the brokerage cautioned that vehicle financiers could exhibit higher volatility given the risk on growth and asset quality from higher crude prices amid the ongoing war.

Given the uncertain macro backdrop, the brokerage prefer diversified lenders and top picks in the sector are Shriram Finance Ltd., Aditya Birla Capital Ltd., L&T Financial Services Ltd. and PNB Housing Finance Ltd. 

Click on the attachment to read the full report:

Motilal Oswal Nbfcs Q4fy26 Results Review.pdf
VIEW DOCUMENT

ALSO READ: Wipro Acquires Singapore-Based Firm For $375 Million As Part Of $1 Billion Contract Win

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This report is authored by an external party. NDTV Profit does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of NDTV Profit.

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