India | Financial Daily

Research evidence excerpt

India | Financial Daily

oY (14%, 4Q). CASA deposit growth slowed to 11% YoY (13%), while CASAratio PB Fintech 1,591 -5%

was down 100bps QoQ at 49%. LDR rose 10ppt QoQ to 89%. (6 July, BSE Filing) MULTIBOB COMMODITY EXCH INDIA 2,814252 -4%-3%

. Ujjivan Small Finance Bank 60 -3%

CREDAG June Pre-qtr update: AUM stood Rs303bn, up 16.4% YoY (14% 4QFY26) led by 12% Source: Bloomberg, Jefferies; Universe covers financials with

mkt cap > US$200mn

disbursement growth YoY. AQ improved sharply with 1+DPD at 2.2% (down 80bps QoQ) and

90+DPD at 1.5% (2.3% in Mar Q). X-bucket CE stood at 99.68% (99.84% in Mar Q). (3 July, BSE Exhibit 4 - Key events to watch out for in

Filing) Jul-26

Calendar Events/results

10-Jul-26 Foreign Reserve

Monthly WPI NSA Y/YKissht June Pre-qtr update: AUM was Rs80bn, up 61% YoY (73%, 4Q). LAP’s share in the mix 12-Jul-2614-Jul-2615-Jul-26 CPI Y/Y Exports YoY, Trade Balance NSA, Imports YoY

rose to 8% (vs 3%, 1QFY26) as PL concentration eased. Disbursements grew 37% QoQ, and 17-Jul-2618-Jul-26 Foreign1QFY27 ReserveResults: HDFCB, ICICBC, AXIS

S&P Global Composite PMI SA (Flash), S&P Global PMI Manufacturing SA (Flash), S&Pthe transacting customer base rose 26% YoY. (5 July, BSE Filing) 19-Jul-2624-Jul-26 1QFY27 Results: IDFCF Global/HSBC India Services PMI (Flash), Foreign Reserve

28-Jul-26 Industrial Production NSA Y/Y

Prudential reclassified as investor in IPRU Life. ICICI Bank, the promoter of ICICI Prudential .Source:31-Jul-26 Bloomberg,Foreign Reserve Jefferies

Life (IPRU Life), has entered into a revised agreement with Prudential plc as part of the latter’s

reclassification from a promoter to an investor. Under the agreement, Prudential will withdraw

its nominee director from the IPRU Life board. However, it will retain the right to nominate a