CSB: Is the Party Over?| SG Finserve: Execution vs Guidance |L&T Finance: Aggressive Growth Guidance

Описание: In this video, I have analysed the Q3FY26 business updates of CSB Bank, SG Finserve, and L&T Finance in detail.

The discussion covers:
• Key business performance trends in Q3FY26
• Growth outlook across different lending segments
• Asset quality, risk management, and underwriting discipline
• What is turning interesting in each of these lenders
• Management commentary and the forward-looking outlook
• Current valuations and whether the risk–reward looks attractive
• Overall assessment: Is the deal favourable for long-term investors?

Each of these lenders is currently at a different stage of the business cycle —
1. from stable and steady growth,
2. to higher-growth but higher-risk models,
3. to businesses where the cycle may be turning.

If you closely track banks and NBFCs, or want to understand how the lending space is shaping up post Q3FY26, this video will add meaningful perspective.






📌 Disclaimer: This video is for educational purposes only and should not be considered as investment advice. Please do your own research before making any investment decisions.













Timestamps
00:00 - Intro
00:27 - CSB Bank
06:00 - SG Finserve
11:45 - L&T Finance






































































































































































































































































































































































































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