NBFCs Q1 Results Preview - Restructuring To Rise In The Absence Of A Moratorium: Motilal Oswal
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Motilal Oswal Report
Q1 FY22 started off on a high note, with the recovery momentum continuing.
From mid-April, localised lockdowns and severity of the second Covid-19 wave derailed recovery until the end of May 2021.
However, the experience of dealing with Covid-19 in the first wave, led to strong business momentum in June 2021.
Relative to Q4 FY21, we expect disbursement volumes of 50-80% for most affordable housing financiers and vehicle financiers.
Impact on QoQ assets under management growth is likely to be higher for short duration products like vehicle loans as collections are holding up well.
Collection efficiencies were better for housing financiers (especially the salaried segment) relative to other segments.
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