<ul><li>Credit cost is normalizing at higher levels but remains contained, adds Dolat Capital.</li><li>NIM across several banks will benefit from SA rate cut during the quarter including Kotak Mahindra Bank, IndusInd Bank, RBL Bank, City Union Bank, DCB Bank, Federal Bank, CSB.</li><li>Slippages in credit card and personal loan have likely peaked, but MFI delinquencies will likely be at elevated levels.</li><li>Expect robust growth trends for affordable housing financiers at 8% QoQ, with sequential improvement in asset quality.</li></ul>

BFSI Q4 Results Preview: Muted Earnings Off A High Base, Says Dolat Capital; Muthoot Finance Among Top Picks

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