|
14 Apr 2025 |
Muthoot Finance
|
Consensus Share Price Target
|
2017.00 |
2445.35 |
- |
21.24 |
buy
|
|
|
|
|
20 Feb 2025
|
Muthoot Finance
|
Geojit BNP Paribas
|
2017.00
|
2512.00
|
2276.25
(-11.39%)
|
24.54 |
Accumulate
|
|
|
|
|
13 Feb 2025
|
Muthoot Finance
|
IDBI Capital
|
2017.00
|
2416.00
|
2317.80
(-12.98%)
|
Target met |
Hold
|
|
|
|
|
13 Feb 2025
|
Muthoot Finance
|
Motilal Oswal
|
2017.00
|
2300.00
|
2317.80
(-12.98%)
|
Target met |
Neutral
|
|
|
Muthoot Finance (MUTH)’s strong operating performance in 3QFY25 was characterized by: 1) strong gold loan growth of ~34% YoY to ~INR930b, without any trade-off in margins; 2) ~5bp QoQ expansion of NIM to ~11.9%; and 3) an increase in gold tonnage by ~2% QoQ to 202 tons.
|
|
18 Nov 2024
|
Muthoot Finance
|
IDBI Capital
|
2017.00
|
2015.00
|
1885.65
(6.97%)
|
Target met |
Hold
|
|
|
|
|
15 Nov 2024
|
Muthoot Finance
|
Motilal Oswal
|
2017.00
|
1815.00
|
1775.85
(13.58%)
|
Target met |
Neutral
|
|
|
Muthoot Finance (MUTH)’s 2QFY25 performance was characterized by: 1) strong gold loan growth of ~28% YoY to ~INR862b without the associated trade-off in margins; 2) sequentially stable NIM at ~11.8%; and 3) an increase in gold tonnage by ~3% QoQ to 199 tonnes.
|
|
14 Nov 2024
|
Muthoot Finance
|
Dolat Capital
|
2017.00
|
2150.00
|
1775.85
(13.58%)
|
Target met |
Buy
|
|
|
Muthoot reported a healthy quarter with 6.5% QoQ/28% YoY growth in gold book along with slight sequential improvement in spreads (+10 bps) driven by higher yields and contained opex aiding PAT growth of 26% YoY despite higher provisions from GL/PL delinquencies.
|
|
10 Oct 2024
|
Muthoot Finance
|
Geojit BNP Paribas
|
2017.00
|
2140.00
|
1943.40
(3.79%)
|
Target met |
Accumulate
|
|
|
|
|
13 Aug 2024
|
Muthoot Finance
|
Motilal Oswal
|
2017.00
|
1720.00
|
1853.10
(8.84%)
|
-14.72 |
Neutral
|
|
|
MUTH’s 1QFY25 performance was characterized as gold loan growth of ~11% YoY to ~INR809b, NIM compression of ~15bp QoQ to 11.8%.
|
|
15 Feb 2024
|
Muthoot Finance
|
IDBI Capital
|
2017.00
|
1550.00
|
1343.35
(50.15%)
|
Target met |
Hold
|
|
|
|
|
06 Jan 2024
|
Muthoot Finance
|
BP Wealth
|
2017.00
|
1718.00
|
1499.50
(34.51%)
|
Target met |
Buy
|
|
|
|
|
10 Nov 2023
|
Muthoot Finance
|
Motilal Oswal
|
2017.00
|
1270.00
|
1273.25
(58.41%)
|
Target met |
Neutral
|
|
|
|
|
12 Aug 2023
|
Muthoot Finance
|
Motilal Oswal
|
2017.00
|
1290.00
|
1350.05
(49.40%)
|
Target met |
Neutral
|
|
|
|
|
22 May 2023
|
Muthoot Finance
|
ICICI Direct
|
2017.00
|
1150.00
|
1124.20
(79.42%)
|
Target met |
Hold
|
|
|
|
|
22 May 2023
|
Muthoot Finance
|
IDBI Capital
|
2017.00
|
1200.00
|
1124.20
(79.42%)
|
Target met |
Buy
|
|
|
|
|
20 May 2023
|
Muthoot Finance
|
Prabhudas Lilladhar
|
2017.00
|
1315.00
|
1034.90
(94.90%)
|
Target met |
Buy
|
|
|
|
|
20 May 2023
|
Muthoot Finance
|
Motilal Oswal
|
2017.00
|
1125.00
|
1034.90
(94.90%)
|
Target met |
Neutral
|
|
|
|
|
27 Feb 2023
|
Muthoot Finance
|
Chola Wealth Direct
|
2017.00
|
1350.00
|
958.75
(110.38%)
|
Target met |
Buy
|
|
|
|
|
08 Feb 2023
|
Muthoot Finance
|
ICICI Direct
|
2017.00
|
1150.00
|
1006.35
(100.43%)
|
Target met |
Hold
|
|
|
|
|
08 Feb 2023
|
Muthoot Finance
|
ICICI Securities Limited
|
2017.00
|
1279.00
|
1006.35
(100.43%)
|
Target met |
Buy
|
|
|
Muthoot Finance’s (Muthoot) standalone PAT increase of 4% QoQ was led by 84bps QoQ higher yield (biggest positive in Q3FY23 result) partially offset by 9% QoQ increase in opex. However, yields remained lower than peak levels of ~21% and overall gold AUM growth remained subdued at 0.6% QoQ in Q3FY23 (1% decline in 9MY23 vs 10% growth guidance for the full year).
|
|
08 Feb 2023
|
Muthoot Finance
|
Prabhudas Lilladhar
|
2017.00
|
1315.00
|
1006.35
(100.43%)
|
Target met |
Buy
|
|
|
|