The housing finance segment is likely to see strong growth momentum this quarter, said Nidhesh Jain of Investec Capital Services in an interview with CNBC-TV18.
He expects strong assets under management (AUM) growth on HDFC, almost 4 percent sequential growth. However there could be slight pressure on margins, he said.
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On Bajaj Finance, he expects strong performance on the loan growth front on sequential basis as well as strong momentum on profit and loss (P&L).
According to him, there will be slight margin pressure within housing finance companies (HFCs) but loan growth will be very strong.
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For the full interview, watch the accompanying video.
First Published:Jan 17, 2022 11:57 AM IST