Apologies for pinpointing, but it’s important to note that Vaidya never made promises of that nature. It’s a common understanding that neither he nor anyone else in the market can guarantee specific outcomes. provisions has increased this quarter, and the management, along with several members in this group, has already provided explanations for the reasons behind it.
I echo the sentiment of @Sanjeev_Bansal in acknowledging that we might be placing overly high expectations on the management, anticipating improvements every quarter, which may not align with the realistic dynamics of the real world.
It’s essential to recognize that Guidance 2.0 is just that a guidance not a dream. Whether IDFC First achieves it or not remains to be seen, and only time will reveal the outcome. Let’s stay informed and monitor their performance to better understand the trajectory we’re on.
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