25 YEARS IN INDIA: LEADING WITH IMPACT slide image

25 YEARS IN INDIA: LEADING WITH IMPACT

Valuations NBFC sector has under-performed broader market led down by HFCS Gap in the overall industry's performance vs broader index widened in last one year TSR Index: May 2017 = 100 350 Over period May 2017 May 2022 5 Yr. average annual TSR % 1 Yr. average annual TSR % 300 250 200 150 100 50 Gold4 16% -25% S&P BSE 200 13% 8% MFI³ 6% 53% Diversified² 1% -4% Overall industry -6% -14% HFC's¹ -19% -31% May 2022 0 May 2017 May 2018 May 2019 May 2020 May 2021 1. Median monthly TSR rebalanced for following: Can Fin Homes, GIC HF, HDFC, Indiabulls HF, LIC HF, PNB HF and Repco Home; 2. Median monthly TSR rebalanced for following: Bajaj Finance, Capri Global, Chola, IIFL Fin, IndoStar Capital, M & M Fin, Poonawalla Fin, SCUF, Shriram Trans and Sundaram Fin; 3. Median monthly TSR rebalanced for following: CrediAccess and Satin Credit; 4. Median monthly TSR rebalanced for following: Manappuram Fin and Muthoot Fin. Note: TSR is calculated between 31st May 2017 through 31st May 2022 in the companies reporting currency. Please refer to annexure page for detailed list of constituents within each tier. Source: S&P Capital IQ; BCG ValueScience® Center 33 Copyright 2020 by Boston Consulting Group. All rights reserved. $
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