ExpertLounge: FY27 Mid-Year Structured Finance Outlook

#ExpertLounge: Sugar Imports to Ease Recent Rally, but Structural Supply Tightness to Support Prices

Tune in to our latest episode of #ExpertLounge

Tune in to our latest episode of #ExpertLounge

What Lies Ahead for India’s Credit Markets in FY27?

SGST: Aggregate Tax Buoyancy of 26 States Improved Post GST Collection

FY27 Mid Year Macro Economic Outlook

US Generic Pharma Tariffs: Neutral for Indian Pharma Companies May Accelerate Industry Consolidation

Securitisation Market Deepens through Asset Diversification; Marginal Drop in Unsecured Business

PTCs Overtake DAs as Structured Risk Management Becomes Central to Securitisation

Hospital Sector: Healthy Demand Visibility; Investments May Temper Near-term Margin Gains

Export-led Volume Growth in API for FY26; Cost Challenges to Persist in 1HFY27

Indian Pharma: Strong Balance Sheets to Sustain M&A Momentum

High Capex Intensity to Continue in CDMO/CRDMO Sector; Balance Sheet Improves in FY26

IPM Sustains Double-Digit Growth in April 2026; GLP-1 Agonist Witness 3x Volumes Sequentially

Stronger IBC Framework; Execution Key to Recoveries

Sustained Growth in FY26 Securitisation Volumes; Geopolitical Risks Could Test India’s Asset Quality

Gold Price Volatility Brings Newer Gold Loan Vintages into Focus

Housing market to stabilise after strong growth; premium segment to remain resilient

FY27 Structured Finance Outlook: Securitisation Market Set for Accelerated Growth

Transmission and Grid Balancing Bottlenecks

3QFY26 Securitisation Market Insights: Moderation in Issuances amid Continued Structural Advancement

ARC Acquisitions Surge in FY25; Focus Sharpens on Execution and Evolving Recovery Architecture

Robust Legal Frameworks in Place; Timely Execution Will Drive NPL Recovery Outcomes

India's Next Consumer Boom Is In Smaller Cities

A New Retail Cycle for ARCs: Heightened Pricing Discipline with Evolving Recovery Benchmarks

PTC Issuances Record Quarterly High; Microfinance Delinquencies Stabilise in 2QFY26

MFIs Loan Defaults Are Declining, But Lenders Need To Trust Them With Fresh Loans: MFINs' CEOs

Lower Input Costs Stabilise API Manufacturers’ Margins, but Pricing Challenges Will Persist

Indian Milk Sector Growth Likely to Surpass Global Trends in Medium Term

Capex Stabilisation Amid Supply Chain Realignment to Benefit CRDMOs’ Profitability & Credit Profile

Improved Hospital Profitability Supports Stable-to-Positive Credit Outlook

Monthly Macro View: Net Services Exports May Breach USD 210 Billion Mark in FY26

Credit Profile of API Manufacturers to Remain Resilient Despite Pricing and Volume Pressures

Key IBC Reforms a Progressive Effort; Challenges in India’s Insolvency Ecosystem Persist

Retail NPL Acquisitions: Selective Approach by ARCs Likely in 2025

Role of Backup Servicer: Cash Flow Continuity in Structured Finance Transactions

Securitisation Growth Momentum Continues in FY25, Led by Participation of Few Private Sector Banks

RBI’s Revised Settlement Guidelines Expected to Streamline & Improve NPL Recoveries

Securitisation Volume Growth Continues in 3QFY25

FY26 Structured Finance Outlook

Small and Mid-Sized EPC Road Players Might Face an Uphill Task in Sourcing New Orders

Strong Cash Generation at Hospitals Likely to Offset Impact of High Capex on Credit Metrics

Strong Start in Non-performing Microfinance Loans Recovery

Strong Securitisation Volumes in 2QFY25, Increasing Private Bank Participation in Issuances"

Weakness in API Prices to Persist

Realisation Rate Improves for CIRP Yielding Resolution Plan

Proposed IBC Amendment on Guarantees to Aid NPA Recovery

Agrochemicals Sector to Remain Under Pressure in FY25; Some Improvement Gradually over 2H

Capacity Share of Top Five Cement Players to Rise as Sector Consolidation Continues

Expert Lounge — 'Steady Securitisation Volumes in 1QFY25, PTCs Contributing 52% to Market Share'

Expert Lounge — 'Residential Real Estate: Low Unsold Stock, Room to Absorb Slower Pre-Sales Growth'

Expert Lounge — 'ARCs Navigate Changing Dynamics in NPL Landscape'

Expert Lounge — 'Prospect of Green Securitisation an INR300 billion Green ABS Market by 2030'

Expert Lounge ft. Soumyajit Niyogi, Director, India Ratings & Research.

Expert Lounge Sustained Growth in Securitisation Volumes in FY24, Driven by New Originators and PTCs

Expert Lounge — 'Effective Implementation Key for Reforming Real Estate NPAs'

Expert Lounge — 'Cases under IBC Closed through Approval of Resolution Plans Jump to 29% in 3QFY24'

Expert Lounge — 'India Could Enter into Upper-Middle Income Category Over FY33–FY36'

Expert Lounge — 'Favourable Macroeconomic Environment to Boost Securitisation Market in FY25'