Geopolitical tensions and LPG supply disruptions
Ongoing geopolitical uncertainties and LPG supply disruptions could pressure informal income segments, though no immediate impact seen.
INDIASHELTERFINANCE / bear-case history
Track the concerns that keep returning.
India Shelter Finance · risk themes across the available quarters.
Research layer active
Bear-case history
Risks carried through the record.
medium
Co-lending regulatory uncertainty
Co-lending growth stalled due to regulatory changes; management has no clear timeline for resumption under CLM1.
Competition from banks and NBFCs
Increased competition in affordable housing could pressure yields and growth, though management downplays the risk.