EDELWEISS FINANCIAL SERVICES · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Questions audited
12
Answered directly
88%
Numeric claims
2
Consistency
contradicted
Question ledger
Gil Dagaria · Equia Securities
directAll the investors are our limited partners in our funds who have invested with us over the years. So there are HNI investors, family offices. We had a cap of about 40 crores per head. We had about 40-45 investors in total.
Gil Dagaria · Equia Securities
partialWe don't intend to do anything besides the IPO. We'll wait for a couple of months for things to stabilize. In the next three four months I expect the global situation to stabilize and for us to be able to do the IPO. So maybe July August.
Gil Dagaria · Equia Securities
partialThe only thing awaiting is RBI approval. If we filed in February, usually RBI approvals take 3 to 4 months. So somewhere between May June we should get the approval. All other approvals are in place.
Siddeshadikari · PL Capital
directWe have been focusing more on auto insurance. With the kind of data and AI available this business has a lot of possibilities for innovation. You can do a lot of innovation in pricing, claims settlement within 3 hours. We have large teams doing agentic AIs.
Siddeshadikari · PL Capital
directSIF is a new asset class. It's a very hybrid product. We are pretty bullish on that. We have already launched the first product. We should launch our second product in the next few weeks. We are looking at couple of other products also.
Show Sharma · HDFC Securities
directOn insurance, yes we have asked for forbearance. SIP book is now more than 600 crores. PAT yield level is about six basis points, aspiration to go to 10 basis point by 2030. Real asset has become higher than private credit because private credit we have not raised a big fund in last 3-4 years.
Arth · DAM
partialWe don't have lot of challenges from global investors on products with higher yield (16-18% rupee yield). For performing credit (13-14%), foreign investors are slightly worried about rupee effect. We are looking at offering a hedge in US dollars.
Arth · DAM
directWe hired a new MD Ajay Kurana in April 2025. We grew disbursements 3x to about 1,000 crores this year. We expect to do between 1,700 to 2,000 cr disbursements in coming year. Profitability is maybe 18 months to 2 years away. In two years time to get to a 10% ROE.
Rajes Ganesh Kumar · JM Financial
directOur aspiration in mutual fund equity AUM is to grow at 20% plus. Cost income ratio we are in the 60s now, eventually a good cost income ratio should be 45 to 50%. We should get there in the next 2-3 years.
Rajes Ganesh Kumar · JM Financial
directWe want our InvIT to be a growth InvIT, keep adding assets. We have a strong operating team. Ours is a transportation InvIT, which can do airports, ports, cable cars. That gives more optionality on higher yielding assets.
Sujil Jane · Walford PMS
directVery hard to put an impact but I would say overall March would have impacted about maybe 40-50 crores on a consolidated basis. Across all the businesses maybe a 40-50 cr impact would have come.
Sedat Sha · Individual Investor
directThis year a little bit of uptick in cost is because we expanded the international sales team and local sales team. On debt, the fact that we are flat itself means that interest has come from stake sale. We expect 2.5 to 3,000 crores of cash flow realization this year.
