The Qtr 1 result is very good ….
1)clear uptrend in Collection efficiency
2) good improvement in asset quality matrix (NPA around 0.3% is excellent ,possibly the best in listed MFI space )
3)annuliased ROE coming back to pre covid normals….
4)AUM close to 1388cr ,going by current rate of disbursement AUM by Mar end should be around 1800cr looks like (without any macro risk ),lets see….
Discl : Arman is my largest holding in PF with significant allocation hence I am completely biased ,request everyone to do your own due diligence
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