Hi Manhar,
Your Point of view is correct, but I would like to know your inputs on:
- How much can bank grow (Advances, CASA, Fee income, etc.)
- NIMs going forward
- NPAs going forward
- Equity dilution going forward
Because these are the drivers of Book value as well as PAT.
If our conviction with these key drivers is high, then we might not need to cut corners in forecasting each financial metric in detail.
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