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FinancialsHBHorizon Bank

Financials24 Jul 2026

Horizon Bank: Quality Compounding at a Sensible Price

A deposit-led franchise, conservative underwriting and improving operating leverage create a durable path to book-value compounding.

View₹2,050Reference price₹1,738Implied upside+18%

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Policy

Reading the Rate Pause: What the Market Missed

27 Jul 2026 5 min read

Business quality

Pricing Power Is More Than a Margin Story

25 Jul 2026 4 min read

Global markets

Freight Normalisation and the Next Earnings Reset

22 Jul 2026 6 min read

Thesis tracker

Follow the argument, not just the outcome.

Thesis	Type	Published	Updated	Status	Return
Horizon Bank	Equity	24 Jul 2026	24 Jul 2026	Active	+6.8%
Gold through 2030	Macro	15 May 2026	18 Jul 2026	Active	—
Indian capex cycle	Sector	01 Jun 2026	12 Jul 2026	Active	+4.2%
US recession in 2026?	Macro	30 Mar 2026	30 Jun 2026	Revised	-1.1%