Q4FY26 Analysis - Kalyan's Record PAT- How’s the Deal?| Northern ARC - Best NBFC?| Suryoday vs ESAF

Описание: In this video, I’ve discussed the Q4FY26 results and concall analysis of the following companies:

• Kalyan Jewellers
• Northern ARC Capital
• CA Grameen
• Suryoday Small Finance Bank
• ESAF Small Finance Bank

I’ve covered their key metrics, important parameters, business performance, growth outlook, and management commentary in detail. I also discussed what’s going right for these businesses, the challenges they are facing, and the possible risks going forward.

Topics Covered:

Revenue, PAT, ROA, ROE & Margins
Asset Quality & GNPA/NNPA
Growth Guidance & Outlook
Management Commentary
Key Positives & Risks
Valuation & Sector View



Disclaimer: This video is for educational purposes only and not financial advice. Please do your own research before investing.









Timestamps:
00:00 - Intro
00:34 - Kalyan Result Analysis
03:38 - Why Are the Results So Good?
04:46 - Concall Analysis
10:34 - Valuation and Deal
13:40 - Northern ARC Result Analysis
18:23 - Concall Analysis
21:57 - Valuation and Deal
24:20 - CA Grameen Result Analysis
27:36 - Valuation and Deal
30:03 - Suryoday Bank Result Analysis
31:19 - Valuation and Deal
33:16 - ESAF Bank Result & Deal



















































































































































































































































































































































































































































































































































































































































































































































































































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