BAJAJ FINANCE : Q3 CONFERENCE CALL TRANSCRIPT

(BAJFINANCE)   Report

URL Transcript 0800 138 2636 EMAIL URL Bajaj Finance Limited Q3 FY23 Earnings Conference Friday, 27 January 2023 Call million to 6 million, we intend to do that for the payments business from a merchant QR standpoint in the next fiscal. Let's go to panel… These are all green, as you can see there. Customer franchise metric, this is a panel that we published in the second quarter. Clearly you can see that despite the franchise growing, the profit per customer and AUM per customer continues to grow. That's the acquire and cross-sell strategy, so we remain confident that despite growing franchise, we don't foresee that our AUM per customer will get compromised in any given matter. This, from now on, fourth quarter with the third quarter results we'll start to publish to the street, in general, a long-range strategy update on a rolling basis. We, as a company, have been doing this for 13 years. We thought the time has come from a maturity standpoint to start to publish that to investors as well. What you see is a very quick, abridged version of what we do. Given that we're talking about it for the first time, this is on panel 16, what do we do as part of what we call long-range strategy? It's an annual five-year rolling strategy plan with an execution plan of 12 to 24 months. We look at the macro