|
19 Sep 2025 |
Muthoot Finance
|
Consensus Share Price Target
|
2934.90 |
2734.68 |
- |
-6.82 |
buy
|
|
|
|
|
18 Sep 2025
|
Muthoot Finance
|
Geojit BNP Paribas
|
2934.90
|
2638.00
|
2957.60
(-0.77%)
|
10.12 |
Sell
|
|
|
The stage-3 asset ratio in the gold loan portfolio declined to 2.58% in Q1FY26 from 3.98% a year earlier, supported by customer-led repayments aided by rising gold prices and flexible repayment options....
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|
14 Aug 2025
|
Muthoot Finance
|
IDBI Capital
|
2934.90
|
2500.00
|
2757.40
(6.44%)
|
-14.82 |
Hold
|
|
|
Muthoot Finance (MUTH) reported robust gold loan growth at 40% YoY vs 41% YoY (FY25) led by higher gold prices and new customer additions. Overall AUM growth stood at 42% YoY vs 43% YoY (FY25). Management maintained guidance at 15% gold loan growth for FY26. We revised upwards gold loan growth to 15% vs 12% CAGR (FY25-27E) earlier. NIMs improved QoQ led by increase in yield on advances. NII grew strongly by 51% YoY led by rise in margins; PPoP grew by 63% YoY led by higher other income (up 135% YoY). Further, provisions declined by 81% YoY due to recovery from NPA accounts; thus PAT grew by 90% YoY. Stage...
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|
15 May 2025
|
Muthoot Finance
|
IDBI Capital
|
2934.90
|
2390.00
|
2104.10
(39.48%)
|
Target met |
Hold
|
|
|
|
|
20 Feb 2025
|
Muthoot Finance
|
Geojit BNP Paribas
|
2934.90
|
2512.00
|
2276.25
(28.94%)
|
Target met |
Accumulate
|
|
|
|
|
13 Feb 2025
|
Muthoot Finance
|
IDBI Capital
|
2934.90
|
2416.00
|
2317.80
(26.62%)
|
Target met |
Hold
|
|
|
|
|
13 Feb 2025
|
Muthoot Finance
|
Motilal Oswal
|
2934.90
|
2300.00
|
2317.80
(26.62%)
|
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
|
2934.90
|
2015.00
|
1885.65
(55.64%)
|
Target met |
Hold
|
|
|
|
|
15 Nov 2024
|
Muthoot Finance
|
Motilal Oswal
|
2934.90
|
1815.00
|
1775.85
(65.27%)
|
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
|
2934.90
|
2150.00
|
1775.85
(65.27%)
|
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
|
2934.90
|
2140.00
|
1943.40
(51.02%)
|
Target met |
Accumulate
|
|
|
|
|
13 Aug 2024
|
Muthoot Finance
|
Motilal Oswal
|
2934.90
|
1720.00
|
1853.10
(58.38%)
|
|
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
|
2934.90
|
1550.00
|
1343.35
(118.48%)
|
Target met |
Hold
|
|
|
|
|
06 Jan 2024
|
Muthoot Finance
|
BP Wealth
|
2934.90
|
1718.00
|
1499.50
(95.73%)
|
Target met |
Buy
|
|
|
|
|
10 Nov 2023
|
Muthoot Finance
|
Motilal Oswal
|
2934.90
|
1270.00
|
1273.25
(130.50%)
|
Target met |
Neutral
|
|
|
|
|
12 Aug 2023
|
Muthoot Finance
|
Motilal Oswal
|
2934.90
|
1290.00
|
1350.05
(117.39%)
|
Target met |
Neutral
|
|
|
|
|
22 May 2023
|
Muthoot Finance
|
ICICI Direct
|
2934.90
|
1150.00
|
1124.20
(161.07%)
|
Target met |
Hold
|
|
|
|
|
22 May 2023
|
Muthoot Finance
|
IDBI Capital
|
2934.90
|
1200.00
|
1124.20
(161.07%)
|
Target met |
Buy
|
|
|
|
|
20 May 2023
|
Muthoot Finance
|
Prabhudas Lilladhar
|
2934.90
|
1315.00
|
1034.90
(183.59%)
|
Target met |
Buy
|
|
|
|
|
20 May 2023
|
Muthoot Finance
|
Motilal Oswal
|
2934.90
|
1125.00
|
1034.90
(183.59%)
|
Target met |
Neutral
|
|
|
|
|
27 Feb 2023
|
Muthoot Finance
|
Chola Wealth Direct
|
2934.90
|
1350.00
|
958.75
(206.12%)
|
Target met |
Buy
|
|
|
|