Sammaan Capital Limited CC-Sep23.pdf · 2023-11-14
Hi, Gagan. Very good evening to our entire team and the festive greetings as we ll. I have been tracking Indiabulls Group for a decade now. And the way the Group has navigated the entire turbulent period is nothing less than commendable. I have o nly a few questions. One is on the recovery rate that you envisage. Why I could understand in H1, there was a recovery of INR550- odd crores. What are your recovery expectations for H2 and FY '26? And also, if you can guide on, what is the recoverable pool expected? So that is my first question.
Yeah, sure. So, the second question is on the scale of the business that we plan to ramp-up. While you have already guided on you achieving INR 1,200 crores for disbursement starting FY '25 first quarter. And you have also told that you have created adequate capacity in the system to target for 15% to 17% kind of an A UM growth year-on-year. Could you please give us a brief sense, a broad sense in terms of when our peak days of performance could return? I mean, we just want a fundamental view from you on this.