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HDFC AMC, Poonawalla Fincorp — DRChoksey's Top Stock Picks In Financial Services Space; Q1 Results Preview
Financial Services Q1 Results Preview: HDFC AMC, Poonawalla Fincorp remains DRChoksey's top pick, led by their strong brand equity and robust market positioning.
08 Jul 2025, 12:57 PM IST 
Q1 FY26E may reflect seasonal moderation in collections and a mild impact on credit quality; however, the performance is expected to remain favorable.
(Photo source: Usha Kunji/ NDTV Profit)
The NBFC sector is anticipated to register moderate loan growth in Q1 FY26E. Although unsecured lending may witness some slowdown due to tightening risk controls and regulatory oversight, segments including gold loans and Loan Against Property are expected to maintain healthy traction, reflecting shift to a more balanced lending strategy amid evolving credit and interest rate dynamics.
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