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Prabhudas Lilladher Report
Aavas Financiers Ltd. mirrors strong business model of yesteryear's Gruh Finance. We reckon company will continue to command premium valuations as-
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Aavas Financiers is the only niche dominant play in the self-employed affordable housing finance space which has been overlooked not only by banks but also non banking financial companies,
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it maintains pricing power backed by risk-adjusted yields and cost effective funding,
it has a differentiated lean operating model backed by technology,
it boasts of in-house risk management systems and impeccable asset quality,
it maintains strong capital buffers with superior execution skills.
We expect impressive growth across earnings parameters with 24% assets under management compound annual growth rate, net interest margins at average 7.2%, non performing asset of 1.3% and industry leading return on asset/return on equity at 3.2%/17.0% plus over FY22-24E.
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