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SASI KUMAR SEBI RA

4th Jul 2025 · SEBI-Registered Analyst

Key Stock Updates – July 4, 2025

Q1FY26 Earnings Update (Provisional) Bajaj Finance: • Customer base up 21% YoY • Loans up 23%, AUM at ₹4.41L Cr • Deposits up 15% Suryoday SFB: • Loans up 20%, Deposits up 39% • GNPA jumps to 8.5% (from 2.7%)⚠️ Bajaj Housing Finance • Disbursements up 22% • AUM at ₹1.2L Cr (+24%) Bank of Baroda • Global biz up 11%, Advances up 13% • Domestic growth steady RBL Bank • Deposits & advances up ~10% • CASA ratio steady at 32.5% UCO Bank • Biz up 14%, Domestic loans up 20% Punjab & Sind Bank • Biz up 11%, Loans up 14% Bandhan Bank • Deposits up 16% • CASA ratio falls to 27% (from 33%)⚠️ Adani Wilmar (AWL) • Volumes down 4% • Revenue up 21% (edible oil prices) • Quick commerce up 75% Marico • India biz recovery continues • Saffola revenue up >20% • Parachute volumes dip • Strong overseas growth Vedanta • Zinc Intl. output up 50% • Oil & gas production down 17%⚠️ • Metal output slips 5% Snapshot: Banks & NBFCs posted solid growth. AWL & Marico showed mixed trends. Vedanta under pressure from energy & metals. Keep these stocks on your radar today.

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