Dipan Mehta favors multi-product NBFCs, naming Bajaj Finance, Cholamandalam Finance, L&T Finance, and Poonawalla Fincorp as stronger bets. He highlights their ability to shift focus across segments based on risk cycles, providing an advantage over single-product lenders.

Dipan Mehta’s track record: 12 graded calls · 95% CI 25–75%

Larsen & ToubroBullishCalled 09 Apr 2026Graded 19 Jul 2026