The Return Of MicroFinance
Where financial inclusion meets sustainable returns
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The highest repayment discipline exists in the smallest loans.
Why This Matters
The microfinance sector is recovering, but Q3 FY26 makes one thing clear: the recovery is uneven. Beneath similar macro conditions, companies are delivering sharply different outcomes driven by underwriting discipline, risk management, and execution quality. For investors, this divergence increases both opportunity and risk making it essential to look beyond averages and past narratives. Understanding where strength is truly building, and where vulnerabilities remain, is now critical to identifying what comes next.
What You Will Learn
Key takeaways from this masterclass.
Identifying Winners vs Survivors Using Financial Signals
Discover how differences in asset quality, collection efficiency, disbursement trends, and profitability create sharply different outcomes within the same sector. Learn how to spot durable business models before they become obvious.
How to Read the Microfinance Sector Beyond Headlines
Learn how to interpret microfinance sector data by separating broad industry recovery from company-specific execution. Understand which metrics truly signal strength and which can be misleading when viewed in isolation.
Forward-Looking Insights for Smarter Capital Allocation
Develop a framework to assess where the sector is headed next. Understand emerging risks, structural opportunities, and how investors can position themselves by focusing on future signals rather than past performance.
Who Should Attend
Designed for serious investors.
Equity Investors Tracking MFIs & SFBs
For investors actively following microfinance institutions and small finance banks who want to move beyond surface-level metrics. Learn how to separate real execution strength from temporary sector tailwinds.
Long-Term Investors in Financials
Ideal for investors with exposure to NBFCs, lenders, and financial services looking to understand where sustainable returns will come from within microfinance as the sector normalizes.
Data-Driven & Serious Market Participants
If you analyze earnings, concalls, and balance sheets but struggle to reconcile wildly different outcomes within the same sector this session will help you connect the dots.
Investors Looking to Avoid Value Traps
Designed for those who want to identify early warning signs before capital erosion. Learn which metrics matter most in microfinance cycles and how to spot structural losers early.
About the Speaker
Rahul Rao
Rahul Rao is a CFA and investor-educator with a decade of hands-on market experience. He began his investing journey at 22 while managing an education loan from his Aerospace Engineering degree in the UK. Mentored by a market veteran with over 20 years of experience, Rahul went on to help build one of India’s largest financial literacy initiatives, educating 500,000+ investors, including personnel from the BSF and state police forces. By 29, he achieved financial independence through disciplined SIPs and focused structural investing.
Event Agenda
Understanding the Microfinance Landscape
A data-driven overview of the microfinance and small finance bank sector using Q3 FY26 results. We break down sector-wide trends, normalization signals, and why headline recovery masks sharp divergence across companies. Understand what has changed and what hasn’t.
Winners vs Survivors: What the Numbers Are Really Saying
A comparative analysis of all 13 listed MFIs & SFBs. We examine profitability swings, collection efficiency, asset quality, disbursement momentum, and balance sheet stress to identify emerging winners versus institutions fighting to survive.
What Comes Next: Risks, Opportunities & Investor Takeaways
Turning analysis into insight. This session focuses on forward-looking signals, structural risks still embedded in the system, and how investors should think about positioning as the sector evolves. Learn how to avoid false comfort and focus on durable outcomes.
Frequently Asked Questions
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