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20 Jan, 4 tweets, 2 min read
#bajajfinance #Q3marketupdates Q3 FY21 highlights
New loans booked 6.04/7.67 mn Q3fy20
Customer franchise Q3fy21 46.31 vs 40.38 mn 31 Q3fy20 Company acquired 2.19 mn new customers in Q3fy21 vs 2.46
mn Q3 FY20.
AUM 31 Dec 20 143,550 cr vs 145,092 crore as of 31Dec 19.
Liquidity surplus Q321 14,347 cr vs 11 ,384 cr Q320 Cost of liquidity surplus for Q3 FY21 was ~ 213 crore vs ~ 83 crore in
Q3 FY20
NII for Q3 FY21 ~ 4,296 vs ~ 4,535 cr Q3 FY20
NII for
Q3 down 239 cr vs Q3 20, due to higher
reversal of interest income & cost of liquidity
PAT Q3 FY21 1146 vs 1614 crore in Q3 FY20
GNPA ,NNPA as of Q3fy20 0.55% & 0.19% vs
1.61% & 0.70% Q3fy20
PCR Q3fy20 65%
Capital adequacy ratio (including Tier-II capital) Q3fy20 28.18%
Bajaj finance to launch Bajaj pay in Q4
Integrated payment solution of UPI,PPI,EMI card ,credit card
Also Bajaj pay for merchants, has 103K merchants on board

Building 5 proprietary market places
EMI store
Insurance
Investment
BF Health
Broking app
#BajajFinance

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TheMarket🐝 Profile picture
22 Jan
@HDFCLIFE #Q3marketupdates #Q3investorpresentations

Mkt share up 214 bps to 16.4%
NBM at 25.6%
8% Individual WRP growth compared to private industry de-growth of 6%
25.6% New Business Margin on the back of growth, balanced product mix Image
17% growth in Protection (Indl) and 42% growth in Annuity in APE terms
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Solvency healthy at 202% ImageImage
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Ulips 23
Protection 7
Annuity 5

Distribution 300+ partners

AUM 31Dec 20
1.7 lkh cr
Debt:equity mix 64:36
98% debt in Gsecs & AAA

Renewal premium growth 22% Image
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TheMarket🐝 Profile picture
21 Jan
@SyngeneIntl #Syngene #Q3marketupdates
Q3fy21/20 in mn
Rev 5845 /5191
Ebidta 1933 /1735
PAT 1022 /918

9months fy21 /20
Rev 15257/14046
Ebidta 5026/4749
PAT 2443 /2460
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TheMarket🐝 Profile picture
20 Jan
@ICICILombard
Q3 & 9 months investor presentation

Leading pvt non life insurer since 2004
12 yr GDPI CAGR 12.3%
Mkt share 9 mns 7.2%
Agents 55615
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Virtual offices 840
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In rs billion 9 mfy20 /21
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GDPI 101.32 /105.25
PAT 9.12 /11.27
ROE 21.8 /22.4%
Solvency ratio 2.18 /2.76x
BV 128.76/159.86
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Motor OD & TP 50/49

Motor GDPI Mix
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TheMarket🐝 Profile picture
16 Jan
@hcltech
#Q3marketupdates

Fy21 guidance
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Broad based growth driven by Mode 2 & products & platforms
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TheMarket🐝 Profile picture
16 Jan
@HDFC_Bank #hdfc
#Q3marketupdates
Good show
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TheMarket🐝 Profile picture
15 Jan
#gtpl hathway investor presentation highlights
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No.2 MSO India
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