Broker’s call: Poonawalla Fin (Buy)

Motilal Oswal has maintained a 'Buy' rating on Poonawalla Fincorp, citing the company's strong asset quality and improving profitability. The brokerage believes the firm is well-positioned to benefit from the growing demand for secured loans in the current economic environment.

For investors, this call signals confidence in the company's ability to manage risks and generate sustainable returns. The focus on secured lending provides a stable earnings base, which is a key factor for risk-averse investors looking for exposure in the non-banking financial sector.

Investors should monitor the company's credit growth and asset quality trends in the upcoming quarterly results. Keeping an eye on the broader interest rate scenario will also be crucial, as it directly impacts the demand for secured loans.