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Bajaj Finance Q3 Preview: Nomura has the highest PAT estimates for Bajaj Finance, while MOFSL is the most conservative. AUM growth is expected to reach the high 20s in Q3, fueled by new segments like SME, LAP, and gold loans. The market will closely monitor management's commentary on the NIM trajectory and credit costs, key indicators for assessing future growth and profitability.
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Restrictions on surplus cash in pension schemes could be eased to get more money into the economy.
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India is in a great position to actually apply AI. And if the power situation gets resolved by having more power plants, you are going to probably need to add about two gigs worth of power to be able to support the data centres.
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News and Media
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