I held Kalyan from 80s and sold at around 250. Now it’s in an overpriced range for me. But still like the business.
About financials, I do understand there are lot of players. But people always need more than what they have and I don’t see the future without lending business. So I believe there’s enough market for every player. Atleast for the next few years, I don’t see the growth slowing down unless some macro event occurs.
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