Arman qtr 3 inv ppt detail 060224.pdf (1.9 MB)
Just heard the conferance call .
- Arman have started micro LAP loans -this is very good
And this is rural with ticket size of 3-10lacs - Difficult to get a Nbfc growing for decade at 40% with roe of 30%,ROA of 7% ….And now whatever little getting into a bit of secured loan ,a product for long term ……
- And don’t need any equity to double from here on till AUM of 5000cr
Discl: Views may be biased bcos of my holding
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