ARCs shift strategy toward retail and SME loan distress
Asset Reconstruction Companies (ARCs) signaled an acquisition thesis in strategic portfolio reallocation on December 2, 2025.
- Primary
- Asset Reconstruction Companies (ARCs)
- Structure
- strategic portfolio reallocation
- Date
- December 2, 2025
- Sub-sector
- Lending Tech (SMB)
ARCs are targeting retail and SME loans as corporate bad-debt opportunities saturate, driven by rising stress in unsecured lending and steady cash-flow recovery profiles.
Source: moneycontrol.com