"Analysis of NBFC Sector in India" CRISIL releases a 200-page comprehensive report. We share the highlights here so that it saves your time. In return, you like, repost, and bookmark it. Fair deal?🙂 Let's go! {Thread}

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Top 50 Insights from the Crisil Report on NBFCs [1]NBFCs form a critical part of India’s financial ecosystem, contributing about 25% to the country’s overall credit. [2]The sector has evolved over the years to cater to niche customer segments, which remain underserved by banks.

No recommendation to buy or sell. But this looks like an interesting space. 👇

It was a limited period offer. Expired on 31st July. Apologies 🙏

Aditya Infotech IPO: The Hype, The Risks, The Reality Unpacking the numbers, red flags, and risks hidden behind the 50% listing pop Dropping tomorrow On our Zen Nivesh Substack Register now to get it on your email: zennivesh.substack.com

"Bas ek stock aisa chahiye portfolio mein"

What do Gaffar Market (Delhi), Lamington Road (Mumbai), and SP Road (Bangalore) have in common? They all remind me of Aditya Infotech. Confused? Let me explain. {Thread}🧵👇1/9

Read the full breakdown here: 👉 zennivesh.substack.com/p/aditya-infot… #ZenNivesh #AdityaInfotech #IPO #Investing #StockMarket #MakeInIndia #ValueInvesting #Fintwit #ForensicFinance

[1] 2017- Dixon and AIL start working in partnership under a JV. [2] 2017-2024- It scales to about 600 Cr annual turnover. [3] 2024- Dixon decides to get out of the business. AIL says no problem. [4] 2024- A negative 40 Cr net asset value business exchange hands at 249 Cr.

No matter how much AI solves for summaries of concalls I still listen & read concalls of all my Pf companies