Search+Investment IdeasSynopsisThe reason NBFC stocks reacted quickly to the easing of the US-Iran war risk is not difficult to understand. For a lender, macro relief travels faster than it does for many manufacturing businesses. Lower crude reduces pressure on inflation, inflation relief reduces pressure on bond yields, and softer yields reduce the cost of money. For NBFCs, which depend more on market borrowing than banks, that chain matters directly. Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components – earnings, fundamentals, relative valuation, risk, and price momentum – to generate standardized scores. SR+ Reports is a complimentary offering to ETPrime members.The moment there was an indication that the trouble in the Gulf region was over, a set of stocks led the rally. Among them were stocks from the BFSI space, particularly NBFCs. There are two reasons why this is worth noting.First, the BFSI space has maximum exposure to FPIs, who have been big sellers. So, if these stocks stop falling (and, in fact, start moving up) is it a sign that FPI selling is likely slowing down?Second, and this more ETMarkets.com 13 mins read, Last Updated: Jun 18, 2026, 03:32:00 PM ISTGift this Story to your friendsFONT SIZEAbcSmallAbcMediumAbcLargeSAVEPRINTCOMMENTContinue reading with one of these options:Limited AccessFreeLogin to get access to some exclusive stories & personalised newslettersLogin NowUnlimited AccessStarting @ Rs120/monthGet access to exclusive stories, expert opinions & in-depth stock reportsSubscribe NowETUh-oh! This is an exclusive story available for selected readers only.Worry not. You’re just a step away.What’s Included withETPrime Membership
Time for long-term investors to look at them again? 9 NBFC stocks with upside potential of up to 22%
The reason NBFC stocks reacted quickly to the easing of the US-Iran war risk is not difficult to understand. For a lender, macro relief travels faster than it does for many manufacturing businesses. Lower crude reduces pressure on inflation, inflation relief reduces pressure on bond yields, and softer yields reduce the cost of money. For NBFCs, which depend more on market borrowing than banks, that chain matters directly. Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components – earnings, fundamentals, relative valuation, risk, and price momentum – to generate standardized scores. SR+ Reports is a complimentary offering to ETPrime members.
