Mr Ghosh in his latest Interview on ETNow has mentioned that following,
- Marginal impact from Maharashtra as we have limited exposure in Amravati and Vidarbha region
- Collection efficiency has improved and he seeing a turnaround in March
- Business is back to its growth trajectory and the collection efficiency is improving
- Karnataka and Tamil Nadu has no issues
- UP has 5% exposure and he did not see impact other delay in collections
- He said we focus on urban and semi urban and have little to no exposure to farmers directly.
- He is overall v positive on ujjivan growth from March and onwards.
- He mentioned that we do not have NPA provision issues and it has been addressed in last quarter
- Loan book relatively has not moved since demonetization. But now he sees the loan growth starting from March.
Interview: http://www.knowyourleak.com/1147904
Cheers,
Amit