Heard the call… they guided for 1.4 roa by 27… they said investors felt fy 29 is a bit away, give us a mid term guidance… so we are sharing… 1.4 by ’27
Re jlg they said 20 bps impact to credit cost otherwise 1.65 that was mentioned contunues to hold ex jlg. Dont know about others but i felt it was kind of fair when i heard the concall of bajaj, and other players… bajaj points to 1.85 woth upward bias…
so if they say 1.65, then it looks well within the bajaj range… because the yield and book composition looks v similar to bajaj… (they used the words “another large institution with similar lines of business)
Well even if it is a bit more say 1.7 or 1.75 it is better than bajaj which says 1.85 “with upward bias”
I mean ex jlg ofcourse… bajaj does not do jlg to the best of my knowledge …
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