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Motilal Oswal Report
Poonawalla Fincorp Ltd. reported wholesome belongings underneath administration development through the quarter, even because the earnings missed expectations attributable to greater working bills, partially offset by a sequential discount in credit score prices. The corporate stays centered on development in FY26, with an emphasis on enhancing profitability metrics from FY27 onwards.
We stay watchful of the scenario and the on-ground execution of the corporate’s acknowledged technique.
Reiterate Purchase with a goal worth of Rs 440 (premised on 3.2x Mar’27E e book worth per share).
Key draw back dangers:
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incapacity to execute its articulated technique regardless of a brand new administration group and investments in know-how, distribution, and collections; and
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aggressive aggressive panorama resulting in stress on spreads and margins and/or deterioration in asset high quality.
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