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
Shares of Muthoot Finance Ltd. surged as high as 5.7 percent to an intraday high of Rs 2,183.10 per share on the NSE.
The Department of Financial Services has suggested to RBI that the requirements of small gold loan borrowers should not be adversely affected. It also said the norms will be suitable for implementation from January 1, 2026.
Muthoot Finance reported that the NII grew 36 percent to Rs 2,904 crore in the Q4FY 25, compared to Rs 2,135 crore in the year ago period.
The firm's board recommended raising borrowing power to up to Rs 2 lakh crore
The objectives behind the revised directions are to put in place a harmonized regulatory framework for such loans across banks, HFCs, NBFCs as well as cooperative banks. The RBI said it aims to address concerns over some of the lending practices being followed.
The guidelines for co-lending will now be extended to all regulated entities, says RBI Governor Sanjay Malhotra
LKP Research is bullish on Muthoot Finance has recommended buy rating on the stock with a target price of Rs 2849 in its research report dated March 28, 2025.
Geojit Financial Services recommended accumulate rating on Muthoot Finance with a target price of Rs 2512 in its research report dated February 20, 2025.
Motilal Oswal recommended Neutral rating on Muthoot Finance with a target price of Rs 2300 in its research report dated February 13, 2025.
While the market may rebound amid consolidation, sustaining the expected recovery is key to watch. Below are some trading ideas for the near term.
Muthoot Finance posted a stellar 33 percent YoY jump in net profit, reaching Rs 1,363 crore in Q3FY25
Stocks To Watch, Feb 13: Stocks like Bharat Forge, Landmark Cars, Endurance Technologies, Balaji Amines, SKF India, IIFL Finance, Godawari Power & Ispat, PTC India, Suven Pharmaceuticals, SH Kelkar and Company, ITD Cementation India, Godrej Industries, Crompton Greaves Consumer Electricals, and Tata Power Company will be in focus on February 13.