Amit Mathur’s Post

­­FY24 Earnings: FY24 Revenue: at $29,080 million; up 4.1% Y-o-Y FY24 Revenue: at Rs.2,40,893 crore; up 6.8% Y-o-Y FY24 Revenue: in Constant Currency terms up 3.4% Y-o-Y FY24 Net Profit (excl settlement of legal claim) at Rs.46,585 crore; up 10.5% Y-o-Y #TCSQ4

We have announced our financial results for Q3 FY24. Our 9MFY24 revenue is up by 5% year-over-year at Rs. 4,055 Cr. Click here to read more: https://lnkd.in/db7MUFun #IgnitingSuccess #MahindraLogistics #Q3FY24 #QuarterlyResults

#What is the real Net Flow (Equity +Hybrid)in MF ? #FY24 witness the Net Infow (Purchase- Redemption - Monthly SIP Flow)of 48000 crs i.e. monthly flow of 3900 crs. #On the other hand, FY25 had a net inflow of $50,000, matching the flow from FY24 and a monthly flow of $16,000, four times that of FY24. #But the BIG question is 3900 crs of the actual Net Inflow is it too much ? #The REAL question, though, is whether 3900 crs of the real net inflow is too much. #The flow pattern is shifting #PostElection; will the Budget fuel the momentum further?

P2P lending will undergo significant changes with RBIs new amendment to master direction. Read the impact in detail in the below post by Mudit Jain

Cohen & Steers joins us at #GTC24 to discuss their innovative approach to applying LLMs to #quantitativefinance. Add this #financialservices session to your #GTC24 schedule on March 19.

P2P NBFCs may face significant impact With new amendment the Master Direction (MD) of P2P NBFCs Issued by RBI on Aug 16, 2024. [1] P2P NBFCs will not be able to auto re-invest the money received from borrower payouts. This may significantly impact their availability of funds. [2] Float income would be impacted. All funds need to be mandatorily settled within T+1 [3] No more "withdraw anytime" offering [4] Platforms can charge fee only on principal outstanding and not on the repayment behaviour of the portfolio. [5] No more - different credit policy for different affiliates operating in a CUG (Closed User Group). The match making policy has to be uniform based on the risk appetite of the lender

NML: 4QFY24 EPS at Rs2.9 (down 1% YoY); FY24 EPS at Rs18.11 down by 48% YoY - Earnings higher than industry expectations due to higher than expected other income 4QFY24 DPS: 3.00 ; FY24 DPS: 3.00 - in line with expectations.

Cohen & Steers joins us at #GTC24 to discuss their innovative approach to applying LLMs to #quantitativefinance. Add this #financialservices session to your #GTC24 schedule on March 19.

Cohen & Steers joins us at #GTC24 to discuss their innovative approach to applying LLMs to #quantitativefinance. Add this #financialservices session to your #GTC24 schedule on March 19.

It is the start of a new financial year for most. May the level of your team's execution surpass the boldness of your business objectives. #FY24 #FinancialYearEnd #ExecutionMatters