Stockrabit · Analysts
Questions across 2 calls

Himanshu Upadhyay

Bugle Rock PMS

JM Financial Limited

JM Financial Limited CC-Mar25.pdf · 2025-05-13
Hi, good afternoon. My first question was on the ARC side, we see a purchase of asset of Rs.260 crores. Is it a single asset or it's a retail side of asset what we have acquired?
And one more thing. This is on the private market side. So, we have tw o assets, one was wholesale and the financial institutional financing, okay. One of the things what we were seeing on builder loans was, the demand was very low and the cost or the lending rates were very low and it had become very unattractive. But with some softening in purchases, are we seeing the builders are coming to the market for incremental higher capital and higher rate? What is the sentiment on that side? And some thoughts over that business or how are you looking at the opportunity in the next 6 months to 1 year?
JM Financial Limited CC-Dec24.pdf · 2025-01-29
It's somewhat follow-up on what Digant asked. See, in the investment banking and let us break it into some segments where we have done well and where the revenue is lacking, okay? So, can you give some thoughts on that? Because when we look at investment advisory, it seems it has been good or corporate advisory part revenue. But again, we don't have any Y-o-Y part. So, some colour on which segments have lagged and which segments have done well on the investment banking side because overall, it seems degrowth of 11% Y -o-Y and again, Q-on-Q also similar for much bigger fall, okay? So how should we understand where we lagged in this year or in the quarter?
It is Slide 32.