I agree with this analysis, I am getting veey similar figures. I assumed a networth of 25k but it all depends on dividend payout. Anyways, PAT is expected to be min 4000cr.
Given all this, I am very surprised at why DIIs are not showing interest. What is the anti thesis here?
I do not see any capital risk, maybe lower ROA but with Aset light model, ROE is more apt. Eitherway, I do not understand the downside risk that market seems to be assigning here.
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