ICICI Securities recommended hold rating on Muthoot Finance with a target price of Rs 4000 in its research report dated February 13, 2026.
Muthoot's earnings were largely in line with estimates, Ambit Capital said, adding that current valuations 'leave no margin of error'
The company looks set to surpass its full-year gold loan growth target for FY26
Stocks to Watch 13 Feb: Stocks like Coal India, Oil and Natural Gas Corporation, Hindalco Industries, Indraprastha Gas, Biocon, Indian Hotels Company, Honasa Consumer, Muthoot Finance, PI Industries, Travel Food Services, Engineers India, IRCTC Indian Railway Catering and Tourism Corporation, and Petronet LNG will be in focus on February 13.
Gold prices dropped after hitting record highs as a rebound in the US dollar triggered aggressive profit-taking.
Stocks to Watch, 31 December: Stocks like Privi Speciality Chemicals, RITES, Bharat Forge, Power Grid Corporation of India, Titan Company, IFCI, InterGlobe Aviation, Taj GVK Hotels and Resorts, Apollo Techno Industries, and Admach Systems will be in focus on December 31.
Gold financier stocks recently hit record highs, accompanying gold’s bull run.
Gold financier stocks hit fresh 52-week highs as rising geopolitical risks and higher Fed rate cut hopes boosted precious metal's prices.
Though the medium-term outlook is steady, the valuation is elevated
Motilal Oswal recommended Neutral rating on Muthoot Finance with a target price of Rs 3800 in its research report dated November 13, 2025.
Sudeep Shah believes the Nifty Pharma index is likely to give the trendline breakout in the next couple of trading sessions.
Stocks to Watch, 14 November: Stocks like Tata Motors, Hero MotoCorp, LG Electronics India, Apollo Tyres, Sonata Software, National Securities Depository, PG Electroplast, Akums Drugs, Bharat Dynamics, Orkla India, Jubilant Foodworks, Vishal Mega Mart, Muthoot Finance, Dollar Industries, Dilip Buildcon, Tega Industries, KRBL,and Sagility will be in focus on November 14.
Muthoot Finance board approved Rs 35,000 crore fundraise by issuing redeemable Non-Convertible Debentures (NCD) by way of private placement.
Gold's rally has been fueled by geopolitical tension, robust central bank buying, rising ETF inflows, expectations of US rate cuts and tariff-related economic uncertainties
Stocks to Watch, 11 September: Stocks like Dr Reddys Laboratories, Jupiter Wagons, Rail Vikas Nigam, Highway Infrastructure, Mazagon Dock Shipbuilders, Tega Industries, GMR Airports, Adani Ports and Special Economic Zone, Torrent Pharmaceuticals, Muthoot Finance, Kotak Mahindra Bank, and Healthcare Global Enterprises will be in focus on September 11.
Stocks to Watch, 29 August: Stocks like Reliance Industries, Hexaware Technologies, Lemon Tree Hotels, Afcons Infrastructure, Shukra Pharmaceuticals, One 97 Communications Paytm, Muthoot Finance, and CG Power and Industrial Solutions will be in focus on August 29.
LKP Research is bullish on Muthoot Finance has recommended buy rating on the stock with a target price of Rs 3048 in its research report dated August 20, 2025.
Current options data and the Put-Call Ratio (PCR) suggest that the market is likely to remain in a short-term consolidation phase, said Sudeep Shah of SBI Securities.
The NBFC cited three key factors behind the strong quarterly show, which are, a healthy demand for gold loans, strong momentum in gold prices, and recent lending guidelines by RBI that were seen as business friendly by the industry.
Muthoot Finance share price: The company posted a record quarterly profit of Rs 2,046 crore in Q1FY26, up nearly 90 percent year-on-year, with loan assets under management jumping 37 percent. Brokerages see up to 18 percent upside from current levels
Stocks to Watch, 14 August: Stocks like JSW Cement, All Time Plastics, IRCTC, Pfizer, Vishal Mega Mart, Muthoot Finance, Jain Irrigation Systems, Zydus Lifesciences, Jubilant Foodworks, United Spirits, and Man Infraconstruction will be in focus on August 14.
The company said its board approved additional equity infusion of Rs 500 crore in Muthoot Money and Rs 200 crore in Muthoot Homefin
Gold loan NBFCs rallied on June 9 after the RBI released final guidelines raising the loan-to-value ratio to 85 percent for loans up to Rs 2.5 lakh.
Shares of Muthoot Finance, Manappuram Finance, and IIFL Finance surged after the RBI raised the LTV cap on small gold loans to 85 percent and simplified appraisal rules