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Motilal Oswal Report
We concluded our 16th Annual General Investor Conference, which saw participation from 15 NBFCs across various product segments.
With improving macros across most business segments, there was increased optimism on collection efficiency as well as on growth across product segments.
In retail lending, at least a 15-20% improvement was seen in collections over the last two months.
Overall collection efficiency was at 70-75% for micro loans, at 80-90% for vehicle finance, and at 85-90% for affordable housing across financiers in August 2020.
In terms of restructuring, most financiers await:
- Trends in collections in September given the end of the moratorium and
- The Kamath committee recommendations.
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