Covid after effects on NBFCs: Is the sector on revival path? CRISIL lists top 10 things to give a clear picture
The report cites the growth measures, including both positives as well as negatives for the sector, while explaining what could go in favour of the financial services companies. This is what it says about the sector!
The Non-banking Finance Companies (NBFC) have been showing improvement with aftereffects of covid now fading out, rating agency CRISIL noted in a report. The sector holds growth promise going forward, the report further said. The report cites the growth measures, including both positives as well as negatives for the sector, while explaining what could go in favour of the financial services’ companies. This is what it says about the sector!
Here are the top 10 things that explains revival in NBFCs:
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1) Improving economic activity and strengthened balance sheet buffers, may help NBFCs in the private sector to grow their assets under management (AUM) grow 8-10 per cent, next fiscal. In comparison, an estimated 6-8 per cent rise in the current fiscal and 2 per cent in the last.
2) The report suggests growth will be driven by NBFCs with strong parentage and better funding access in the two largest segments - home loans and vehicle finance.
3) Asset quality performance will drive the financial services sector's fortunes going forward, as it being one of the key parameters of growth.
4) The ability to identify niches that cater to the relatively difficult-to-address customer segments and asset classes will fuel long-term growth for the NBFC sector.
5) The monthly collection efficiency ratio of NBFCs have also seen an improvement across segments in the quarter ended September.
6) Players with low leverage, high liquidity and strong parentage are expected to benefit from better funding access at optimal rates.
7) While for the rest - especially mid-sized and smaller players - co-lending, securitisation, or other partnerships with banks will facilitate a funding-light business model.
8) Organic consolidation is also underway, with larger NBFCs gaining share. In the three fiscals through 2021, the market share of the top 5 NBFCs has risen 600 basis points to 46 per cent.
9) NBFCs have navigated the challenges in the past couple of years by focusing on higher liquidity, capital and provisioning buffers.
10) On the contrary, intensifying competition from banks that, flush with liquidity, have sharpened focus on retail loans, which are the mainstay of NBFCs.
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