India’s financial services sector, comprising banking, NBFCs, insurance, and fintech, is rapidly expanding, with market capitalization surging to Rs 91 trillion in 2025 from Rs 1.8 trillion in 2005, a 50-fold rise. Bank credit growth stood at 12.1% in March 2025, while fintech valuation now exceeds Rs 12 trillion, reflecting robust digital adoption and strong sector resilience.
With a market capitalization of Rs 1.07 lakh crore, the shares of BSE Ltd closed at Rs 2,629 per share, decreased around 1.32 percent as compared to the previous closing price of Rs 2,664.40 apiece.
BSE shares have dropped 6.46% over the last five trading sessions due to growing concerns. On June 11, the stock was placed under ASM Stage 1, raising caution. Additionally, Motilal Oswal downgraded its rating from ‘Buy’ to ‘Neutral’ and slashed the target price from Rs 2,533 to Rs 2,300, implying a 13 percent downside from Wednesday’s close of Rs 2,635.30 apiece.
Further, SEBI has approved BSE’s request to shift its weekly expiry from Tuesday to Thursday. However, Motilal Oswal expects this change to reduce BSE’s market share by 350–400 bps, especially impacting high-volume days. Consequently, it cut BSE’s FY26–27 premium ADTO and slashed earnings estimates by 9% and 12% for the respective years.
Also read: 3 Stocks in which FIIs decreased their stake by up to 3.67% in last 2 months
Moreover, Jefferies has also reduced BSE’s EPS estimates by 1–2%, citing slightly lower trading volumes. However, it remains optimistic about BSE’s long-term prospects, highlighting potential gains from building liquidity in long-term contracts. Additionally, the introduction of a common contract note could help BSE regain market share in the cash segment over time.
Recently, the company allotted bonus shares in a 2:1 ratio, offering two fully paid-up equity shares of Rs 2 each for every existing share on the record date of May 23, 2025. This strategic move aims to boost shareholder value, improve stock liquidity, and attract broader investor participation in the market.
Looking forward to the company’s financial performance, revenue increased by 70 percent from Rs 539 crore in Q4FY24 to Rs 917 crore in Q4FY25. Further, during the same time frame, net profit increased by 362 percent from Rs 107 crore to Rs 494 crore.
BSE commands a USD 4.82 trillion market cap with over 214 million registered investors. FY25 highlights include Rs 96.17 EPS, Rs 43,967 million net worth, Rs 32,363 million revenue, and 41% net margin. It registered 1,247 members, 45 mutual funds, and processed 663 million mutual fund orders worth Rs 10.21 trillion.
Written by Abhishek Singh
Disclaimer
The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. Please consult your investment advisor before investing.
