AI-generated · cited to primary sources · not investment advice
Arman Financial (531179) Nov 2025 Filing Analysis
Does management do what it says?
Growth returned earlier than anticipated. Consolidated AUM grew 6.8% Q-o-Q in Q3 FY26, reaching INR 2,274 crore, reversing the previous downward trend. (2 exceeded, 3 missed across 5 tracked commitments)
“I think once we reach, Vivek, in MFI, if we are reaching, let's say, about INR 180 crores of disbursements in a month, I will be happy. I think that's a good number at today's operational thing.”
Management will not lend in the LAP segment at yields below 18%. — target: 18%
“you will have to kind of keep yourself a bit felxible on these yields as long as you do not go below the threshold limits of, let's say, 18%. I will not do any case below 18%.”
See the full cited Management analysis of Arman Financial
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