|
01 Dec 2025 |
HDFC AMC
|
Consensus Share Price Target
|
2673.00 |
3032.25 |
- |
13.44 |
buy
|
|
|
|
|
25 Jul 2023
|
HDFC AMC
|
BOB Capital Markets Ltd.
|
2673.00
|
2445.00
|
2527.05
(5.78%)
|
Target met |
Hold
|
|
|
Q1 AUM growth robust at 17% YoY with debt seeing inflows after several quarters of outflow; revenue and EBITDA impressive
|
|
15 Jun 2023
|
HDFC AMC
|
BOB Capital Markets Ltd.
|
2673.00
|
1946.00
|
1909.80
(39.96%)
|
Target met |
Hold
|
|
|
Product launches, top-tier scheme outperformance and phygital delivery channels remain key growth levers
|
|
08 May 2023
|
HDFC AMC
|
Geojit BNP Paribas
|
2673.00
|
1937.00
|
1836.95
(45.51%)
|
Target met |
Hold
|
|
|
|
|
26 Apr 2023
|
HDFC AMC
|
Prabhudas Lilladhar
|
2673.00
|
2100.00
|
1741.50
(53.49%)
|
Target met |
Buy
|
|
|
|
|
26 Apr 2023
|
HDFC AMC
|
ICICI Securities Limited
|
2673.00
|
1865.00
|
1741.50
(53.49%)
|
Target met |
Accumulate
|
|
|
HDFC AMC reported yet another steady quarter with EBITDA of Rs4bn (broadly flat for past 10 quarters) with equity AUM growth of 18% YoY in Q4FY23, and commendable cost performance (8% CAGR between FY20-FY23).
|
|
26 Apr 2023
|
HDFC AMC
|
ICICI Direct
|
2673.00
|
2050.00
|
1741.50
(53.49%)
|
Target met |
Buy
|
|
|
|
|
25 Apr 2023
|
HDFC AMC
|
BOB Capital Markets Ltd.
|
2673.00
|
1946.00
|
1765.60
(51.39%)
|
Target met |
Hold
|
|
|
Q4 net profit missed our estimate by 7% owing to below-expected revenue of Rs 6.4bn and QAAUM of Rs 4.5tn
|
|
01 Feb 2023
|
HDFC AMC
|
Geojit BNP Paribas
|
2673.00
|
2013.00
|
1861.10
(43.62%)
|
Target met |
Hold
|
|
|
|
|
25 Jan 2023
|
HDFC AMC
|
ICICI Securities Limited
|
2673.00
|
2260.00
|
1934.05
(38.21%)
|
Target met |
Accumulate
|
|
|
HDFC Asset Management (HDFC AMC) reported 2% QoQ growth in EBITDA driven by stable operating revenues yields (50.3bps in Q3FY23 vs 50.8/50.2bps in Q1/Q2FY23) on the back of higher equity mix. Company has fared well in terms of: (1) fund performance, (2) improvement in flow market share and equity AAUM market share.
|
|
25 Jan 2023
|
HDFC AMC
|
BOB Capital Markets Ltd.
|
2673.00
|
2310.00
|
1934.05
(38.21%)
|
Target met |
Buy
|
|
|
Q3 net profit growth muted at 3% YoY owing to weak revenue pickup and higher operating expense
|