Synopsis:
Morgan Stanley and Goldman Sachs bought stakes in Indian stocks like RBL Bank and Sammaan Capital respectively, reflecting confidence in growing financial and housing finance sectors in India. These investments signal institutional interest in innovative banking and flexible credit solutions.
Global investment giants like Morgan Stanley and Goldman Sachs recently acquired stakes in emerging Indian financial players, signaling strong institutional confidence. For investors, this highlights growth potential and stability, while for the industry, it shows increasing global interest in India’s evolving financial services landscape.
Following are stocks that these 2 investment firms bought stakes in:
RBL Bank
RBL Bank, a prominent Indian private sector bank founded in 1943, delivers comprehensive financial solutions to diverse clients, from farmers to high-net-worth individuals and large corporations. It specializes in retail and corporate banking, loans, credit cards, investments, treasury operations, and NRI services, emphasizing innovation, digital transformation, and financial inclusion to foster growth and reduce inequalities.
RBL Bank Limited’s stock, with a market capitalisation of Rs. 16,946 crores, rose to Rs. 280.15, hitting a high of up to 1.8 from its previous closing price of Rs. 275.20. Morgan Stanley Asia Singapore acquired 32.51 lakh shares of RBL Bank, amounting to a 0.53% stake, at a price of Rs 274.44 per share worth Rs. 89.2 crore.
RBL Bank posted a net profit of Rs. 200 crore for Q1 FY26, driven by strong growth in other income, which rose 33% to Rs. 1,069 crore. The bank’s net interest income dropped by 13% year-on-year to Rs. 1,481 crore, while operating profit also declined 18% to Rs. 703 crore for the same period. Despite these declines, the net interest margin stood healthy at 4.50%.
On the business front, commercial banking grew 32% year-on-year, with wholesale advances rising 15% to Rs. 37,807 crore. Total deposits increased by 11%, reaching Rs. 112,734 crore, with CASA deposits also up 11% to Rs. 36,614 crore, and a CASA ratio of 32.5%. Asset quality improved, as GNPA stood at 2.78% and NNPA fell to 0.45% down 28 basis points year-on-year.
Sammaan Capital
Sammaan Capital, formerly Indiabulls Housing Finance, operates as a leading non-banking financial company in India, focusing on empowering homeownership and business aspirations. It provides a spectrum of home loans, including NRI, renovation, rural, and balance transfer options, alongside loans against property, working capital for micro, small, and medium enterprises, and corporate mortgage financing, ensuring accessible and flexible credit solutions.
Sammaan Capital Limited’s stock, with a market capitalisation of Rs. 13,410 crores, fell to Rs. 159.03, hitting a low of up to 6.2 percent from its previous closing price of Rs. 169.58. Goldman Sachs (Singapore) purchased 66.38 lakh shares, representing a 0.80% stake in Samman Capital, at an average price of Rs 164.67 per share worth Rs. 109.3 crore.
In Q1FY26, the company reported revenue of Rs. 2,400 crore, up 8.7% YoY from Rs. 2,207 crore in Q1FY25 and 13.9% QoQ from Rs. 2,107 crore in Q4FY25. The strong sequential growth highlights improved operational momentum compared to the previous quarter.
Profit for Q1FY26 stood at Rs. 334 crore, reflecting a modest 2.1% YoY rise from Rs. 327 crore and a 3.1% QoQ increase from Rs. 324 crore. While revenue growth was robust, profit expansion remained relatively subdued, indicating stable margins.
Sammaan Capital, along with its subsidiary Sammaan Finserve, had assets under management (AUM) of Rs. 62,346 crore as of March, with housing loans making up 73% of the portfolio, loans against property 18%, and the rest in commercial credit.
Its growth AUM rose to Rs. 37,000 crore in FY25 from Rs. 26,000 crore a year earlier. Despite reporting a one-time loss of Rs. 2,718 crore, the company’s asset quality stayed firm, with gross NPAs at 0.54% and net NPAs at 0.29%.
Written By Fazal Ul Vahab C H
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