Investor Presentaiton
Note: Market Cap as on May 31, 2023
Source: Capitaline, BCG Analysis
Bajaj Fin.
Chola
11.7
8.2
5.7 6.0 6.4
4.3
3.8 4.1
Capri Global
Key Performance Indicators
Banks & NBFCs
Mixed performance for NBFCs, however, diversified NBFCs continue
to command premium valuation vs others
%
Poonawalla Fin
CreditAccess
3.6
3.8
Sundaram Fin.
3.3 3.7 3.9
3.6
HDFC
Can Fin Homes
Price/Book for NBFCs
Market Cap¹
(Rs'000 Cr)
423
86
14
14
27
27
19
28
487
9
45
52
52
13
1
5
Return since
Mar 22 (%)
25%
38%
7.5%
18%
35%
12%
1.0%
34%
14%
11%
-11%
51%
37%
18%
3.0
2.6
3.3
2.1
1.2.
1.2 1.3 1.00.7
Muthoot Fin.
Shriram Fin.
Manappuram Fin.
18
PNB HF
Mar 22
Mar 23
May 23
1.0 0.5 0.8 0.5 0.3
Satin Credit
Indiabulls HF
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