“Sandip Sabharwal expresses a bullish outlook on the NBFC sector for 2026, highlighting its attractiveness due to controlled non-performing asset accretion. He expects NBFCs to continue outperforming banks during periods of easing interest rates or benign monetary policy, a trend observed last year. He specifically cited L&T Finance, Mahindra Finance, and Manappuram Finance as preferred names within the sector.”

Sandip Sabharwal’s track record: 8 graded calls · 95% CI 22–78%