Stockrabit · Analysts
Questions across 3 calls

Yash Gujarathi

Citigroup

Aavas Financiers Limited

Aavas Financiers Limited CC-Mar25.pdf · 2025-04-24
Hi, Sir. Thanks for the opportunity. On the login to sanction ratio, which you mentioned, which has come down from the 42% to 38% level. So, any specific geographies contributing to it? And what trends or indicators would suggest it normalizing up to, say, maybe to 40% in a couple of quarters or something like that?
Okay. Got it, sir. And sir, on the margins front again, just to check, so only about 36% of the book is linked to repo, which would have a faster repricing. But fair to assume the other rest of the almost 50% book, there would be some time lag and yields a nd margins could be under pressure in H 1FY26 because of the time lag and eventually catch up.
Aavas Financiers Limited CC-Dec24.pdf · 2025-01-30
Thank you for the opportunity. Just one question on the provisioning front again. So , we've seen margin al increase in provisioning on GS3 however, on GS2, it has increased sharply. So, any change in policies there? Or how do we see it moving? And sir, just to add on that, even our ECL provisioning is around 65 bps for total AuM. So, would we see it increasing as well? That's the question on provisioning?
Yes, sir, that's helpful. So, would we also see this 65 bps of provisioning on the overall portfolio also going up eventually?