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Valuation Tracker: July 2026 at a Glance
研报英文原文证据摘录
Valuation Tracker: July 2026 at a Glance
Foundation
August 3, 2026 02:17 AM GMT
Morgan Stanley India Company Private Limited+MIndia Financials | Asia Pacific Subramanian Iyer
Equity Analyst
Valuation Tracker: July 2026 at Subramanian.Iyer@morganstanley.comKushan Parikh, CFA +91 22 6118-2234
Kushan.Parikh@morganstanley.com +91 22 6118-1082
a Glance Meera Midha
Research Associate
Meera.Midha@morganstanley.com +91 22 6118-1232
In this report, we cover valuation and performance indicators for Lavish Porwal
July 2026, consensus earnings estimates, and a summary of ResearchLavish.Porwal@morganstanley.comAssociate +91 22 6118-1197
forecast metrics. In July, Bankex (0%) underperformed the Sakshi V Chaplot
Sensex (2%), while the performance relative to Sensex was ResearchSakshi.Chaplot@morganstanley.comAssociate +91 22 6118-2228
mixed across our broader coverage universe.
Related research:
Bajaj Finance: 1QF27: In a strong phase – raising forecasts; OW (30 Jul 2026)
Shriram Finance: Moving in the Right Direction (27 Jul 2026) India Financials
Asia Pacific
AU Small Finance Bank: 1QFY27 – All-around beat; stay OW (26 Jul 2026) Industry View Attractive
SBI Life Insurance: 1QF27: Continued execution. The calm amid the noise. OW. (24 Jul
2026)
India Financials: 1QF27 - Large Private Banks: ICICI Continues to Stand Out (20 Jul
India Financials: F1Q27 Preview: Good for Lenders (8 Jul 2026)
Investor Presentation: Asia Summer School: India Financials (15 Jul 2026)
Investor Presentation: Asia Summer School: India Non-Bank Financials (Lenders) (10
Jul 2026)
India Financials: AHFCs: Secular, Secured, Small-cap Compounders (10 Jul 2026)
India Financials: Unsecured Personal Loan Growth Improved to ~12% YoY in F4Q26
(25 May 2026)
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