#UgroCapital Shaping up nicely as the Data & Machine Learning backed MSME lender on focused sectoral lending. Have steered well through the difficult times of past few years in the NBFC/lending space
Have set up reasonable base for the Data powered differentiation
Focusing and Strengthening on 3 key pillars
A well diversified portfolio with contiguous expansion in states, large headroom to grow further
Well established Lending-as-a-Service (LaaS) model
The off-book AUM mix ramped up to 40% significantly de-risking own capital, supported by premiere financial institutions
Robust all round performance setting the base for strong growth ahead
Well diversified investor base with strong nominee directors from investment funds
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#EurekaForbes A long-term opportunity on affordable Healthy Living theme. A bet on water & air purifiers, home cleaners, and other smart home devices. A lifetime of customer opportunity with AMC and consumables and a shift from unorganized to organized. (1/n)
The Water Purifier market opportunity in India, while there is stiff competition, #AquaGuard commands a premium market share and strong brand recall. (2/n)
As India's per capita GDP doubles over the next 5-7 years, coupled with healthy living and improved infrastructure the overall category penetration should expand (3/n)
While the honorable #NCLT is pragmatic to squash the attempt of a marginal shareholder to derail a merger it has acted firmly on the true concerns
1/n
The court takes cognizance of the attempt of a marginal shareholder to acquire a minuscule stake in a public entity and an attempt to derail the broader interest of broader stakeholders in general. This would be a good reference for future cases as well.
2/n
The 67 page report is full of detailed citing, and one such citing possibly best summarizes the position of the judges in this case.