Repco Home Finance Ltd.

NSE: REPCOHOME | BSE: 535322 | ISIN: INE612J01015 | Industry: Housing Finance
| Mid-range Performer
402.7000 2.60 (0.65%)
NSE May 23, 2025 15:31 PM
Volume: 100.2K
 

402.70
0.65%
HDFC Securities
Given the attractive valuations, we maintain BUY with a TP of Rs 570 (2xDec-20 ABV of Rs 285). Contextually, 3Q was better than expected as disbursals and sanctions dipped merely ~6/4% QoQ and AUM grew ~12/3% to ~Rs 106bn. Calc. repayments dipped to ~17% of opening AUMs. Contrary to our expectations, margins expanded ~10bps to ~4.5% as the rise in yields outpaced the growth in CoF. GNPAs jumped ~30bps QoQ to ~3.9% driven by deterioration in the LAP book, a seasonal phenomenon.
Repco Home Finance Ltd. is trading below its 150 day SMA of 406.6
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