Amazing analysis. Just one more point, which i think is missed
It is Asset Liability Mismatch . Aavas has Capital Adeq. Ratio of 47%, which is very healthy and also since the borrowing is in form of TL and NCDs, with maturity of Laiblities aligned with Assets ,there is NO ALM .
Even at the time of Liquidity Tightening , Aavas will be easily sailed through.
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