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Motilal Oswal Report
We expect ~7% YoY growth in assets under management for our coverage housing finance companies. Vehicle financers are projected to report ~25% YoY AUM growth. Gold lenders (including non-gold products) are likely to record ~20% YoY growth. Non-banking financial company-micro finance institutions are estimated to post ~25% YoY growth, while diversified lenders are also expected to deliver ~25% YoY growth in AUM.
For our coverage universe, we estimate loan growth of ~20% YoY/~4% QoQ in Q1 FY25. While loan growth was broad-based-
gold financiers are expected to report strong gold loan growth,
micro-financiers are expected to report muted loan growth, and
select HFCs (impacted by RBI guidelines on interest income recognition only on cheque encashment) might report weaker disbursement momentum.
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