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A clear pattern is emerging from Q4 results across banks and NBFCs, particularly among mid-sized lenders: Credit growth of 20–25%+ with management guidance indicating this pace is sustainable, along with the following:- 1. Asset quality is improving, not deteriorating. 2. Credit costs are compressing. 3. NPAs remain stable or are declining. When macro sentiment shifts and the lending cycle accelerates (potentially catalysed by a few rate cuts), these lenders are positioned for outperformance. MSME focused lenders, MFIs, small finance banks, and select mid-sized banks potentially emerging as category leaders. I'll cover this thesis in detail in a full length video once all Q4 FY26 results are out. #Banks #NBFCs #MFI