Navigating MFI Consumer Credit Exuberance - A Rocky Road Head
The Pain in Consumer Leverage is now showing up in the earnings. "CreditAccess Grameen has revised its guidance for FY25 for the second time in...
1.7k Views
Fusion Finance - Higher LLP Guidance; Management Change Calls for Extended Caution
Fusion Finance had posted disproportionately higher stress/LLP in 1Q, and indicated guiding on incremental LLP after assessing the asset quality...
240 Views
Belstar Microfinance Pre-IPO - Accelerating Profitability Growth With A Diversified Network
Belstar Microfinance Limited is looking to raise around US$156m in its upcoming India IPO. In this note, we talk about the company’s historical...
480 Views
Asirvad Micro Finance Pre-IPO - Accelerating Profitability Growth but with a Litany of Legal Cases
Asirvad Micro Finance Limited (1053198D IN) is looking to raise around US$183m in its upcoming India IPO. In this note, we talk about the company’s...
425 Views
Muthoot Microfin Lockup Expiry - Pre-IPO Investors Well in the Money Despite the Stock’s Performance
Muthoot Microfin (MUTHOOTM IN) raised around US$115m in its Indian IPO, after pricing the deal at the top end of its IPO range at INR291/share.
357 Views