This week's calls 2
Every call in the last 7 days in one table: what changed, & the line worth underlining
CompanyWhat changedMargins & guidanceThe line to underlineWhat to monitor
Karur Vysya BankBanks · 19 OctCredit growth guidance lowered to 18% to 20% for FY27 from initial 1% to 2% above industry growth, citing spurt in industry credit growth warranting calibrated approach.Net interest margin, FY27: NIM for full year will be above 4% plusFunding costs likely to remain under upward pressure due to RBI policy tightening, liquidity absorption & deposit competition.UCO BankBanks · 16 OctAdvances growth of 24.70% significantly exceeded the initial guidance of 12 to 14%.Advances growth, FY27: Advances growth guidance of 12 to 14%Treasury profitability under pressure due to hardening bond yields; however, limited FVTPL portfolio constrains impact.From each call's notes, written by AI (Claude) from the transcript & checked against it. Tap a row for the call's notes.