ICICI Securities: India Financials Conference 2020 - Key Takeaways

Banks are hopeful that the incremental growth seen in disbursements and collections over the past few months will sustain H2 FY21.

Indian two thousand and five hundred rupee banknotes are arranged for a photograph in Mumbai, India. (Photographer: Dhiraj Singh/Bloomberg)

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ICICI Securities Report

Day 3 of ICICI Securities India Financials Conference 2020 had more enriching conversations as we had a wide gamut of voices and perspectives from diverse sub-segments of financial services.

We hosted Mr. Anirban Mukherjee, CEO of PayU India, MD and CEO Mr. Rishi Gupta of Fino Payments Bank. On the transactions side, we hosted Mr. K Srinivas, MD & CEO, BTI Payments, and on the real estate front, who better than Mr. Anuj Puri, Chairman, Anarock Property Consultants to share the top-down as well as bottom-up feedback.

Banks are hopeful on incremental disbursements growth in H2 FY21 and expect the current month on month improving trend in collections to sustain.

Moreover, restructuring requests across the board are relatively few for now, hence manageable within the provisioning buffer created till date.

Click on the attachment to read the full report:

ICICI Securities BFSI India Financials Conference 2020 Post Conference Notes .pdf
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