VP Productivity 2.0: Emerging Moat Deep-Dive Template - Processors

[divygupta]

Hi,

I would also like to participate, profile update done…
my first analysis released published recently, will try to revise/re-publish based on learnings from the investor framework shared by Donald

CreditAccess Grameen: Traditional MFI model, efficiently operating at scale

CreditAccess Grameen The VP forum has multiple threads for MFIs and players operating in the MFI domain, however post the acquisition of the MFIs by banks or transitioning of the erstwhile MFIs into Small Finance Banks (SFBs)/Universal Banks, I wasn’t able to find a thread for the biggest NBFC-MFI operating in India i.e. CreditAccess Grameen. There are other listed NBFC-MFIs (Satin CreditCare and Spandana) however CreditAccess Grameen/Grameen Koota (referred to as GK or CAG hereon) operates a f…