Reputation System 2.0: Requirement of 2 Additional Appreciation buttons next to "Likes": "Insightful", "Actionable"

[Vpayasam]

Very Insightful and helpful to which I will always come back when looking at NBFCs from now

How to analyze NBFC companies?

Hi, responding here to @satya61229 on my two cents on evaluating banks / NBFCs. Disclosure: Used to a banking regulatory professional, currently work at a debt fund. What follows is just my personal way of looking at these companies, and I am not a seasoned equity investor / asset manager. @fabregas has mostly nailed it, just a few things I’d add / differ on: Revenue: This is largely interest income in the case of NBFCs. Fee income should not actually be ignored since it includes loan processi…