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Mohit Jain

Ta ra Capital Partners
CANFINHOME

Can Fin Homes Limited

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Can Fin Homes Limited CC-Dec23.pdf
23 Jan 2024
Open call
  1. You said that we are expecting disbursement growth, disbursement number of Rs.2500 Crores for Q4 and assuming the rundown rate of 3.6% which you have said in slide, so we will have approximately Rs.1000 Crores of repayment coming into the books, so net -net we will have Rs.1300 Crores of AUM increase which will be around 12% increase for the entire year.

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  2. Sir, just one question on the restructuring portfolio. In Q2, we had almost like Rs.600 Crores of portfolio which was out of restructuring and the incremental, increa sing NPAs on the restructuring portfolio in the current quarter is Rs.32 Crores, so if I am looking as a n incremental amount flowing to the NPAs on the restructuring pool, it is coming to 20%.

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  3. And going forward we are not expecting any further pain from this portfolio?

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