I don’t have a big thesis, just thought it cannot be as bad as covid panic crash. The business is under transition, away from colending, more merchant finance and added lower tier locations LAP, plan seems to be doing ok, except the npa stress is still not showing downtrend as overall nbfc are improving, expect it to be better soon, which can be trigger for the stock.
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Dear Vikas, hope you are doing fine. Much of portfolio shift in recent days. It would be nice for everyone if you may share the current status of portfolio shareholding in excel snippet like how you used to do earlier.
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