Jefferies Model Portfolio Includes Manappuram For Gold Monetization, Swaps Jindal Stainless For Hindustan Zinc To Invest In Silver, Adds Meesho For Consumer Needs, And Navin Fluorine For Specialty Chemicals Growth. Ambuja Is Removed From The Portfolio. Other Beneficiaries In Gold Sector Are Titan, Kalyan, MCX, IIFL Finance, And Muthoot.

 28 Aug 2026 09:06 AM

Jefferies Model Portfolio Includes Manappuram For Gold Monetization, Swaps Jindal Stainless For Hindustan Zinc To Invest In Silver, Adds Meesho For Consumer Needs, And Navin Fluorine For Specialty Chemicals Growth. Ambuja Is Removed From The Portfolio. Other Beneficiaries In Gold Sector Are Titan, Kalyan, MCX, IIFL Finance, And Muthoot.

Manappuram Finance: JPM on Manappuram Finance Overweight, Target Price ₹395, as the turnaround has begun with 1QFY27 confirming improving momentum, while structural gold-loan adoption, gold-price upside and high barriers to entry support growth.

 21 Aug 2026 09:11 AM

Manappuram Finance: JPM on Manappuram Finance Overweight, Target Price ₹395, as the turnaround has begun with 1QFY27 confirming improving momentum, while structural gold-loan adoption, gold-price upside and high barriers to entry support growth.

Manappuram Finance: Morgan Stanley on Manappuram Finance Maintains Equal-weight with Target Price of ₹360 as strong gold-loan growth, improving NIMs and guidance support an aspiration for 18% consolidated ROE in three years, driving 14–15% EPS upgrades, though optimism appears priced in at 1.6x FY28E P/BV.

 12 Aug 2026 09:04 AM

Manappuram Finance: Morgan Stanley on Manappuram Finance Maintains Equal-weight with Target Price of ₹360 as strong gold-loan growth, improving NIMs and guidance support an aspiration for 18% consolidated ROE in three years, driving 14–15% EPS upgrades, though optimism appears priced in at 1.6x FY28E P/BV.

Manappuram Finance: Jefferies on Manappuram Finance Maintains Buy with Target Price of ₹430 as 1Q PAT of ₹5.8bn beat estimates by 15%, consolidated AUM grew 9% QoQ and gold AUM 12% QoQ, while branch expansion and customer additions support 19% FY27 AUM growth, with improving NIMs, lower credit costs and 8–13% FY27–28 EPS upgrades.

 12 Aug 2026 09:04 AM

Manappuram Finance: Jefferies on Manappuram Finance Maintains Buy with Target Price of ₹430 as 1Q PAT of ₹5.8bn beat estimates by 15%, consolidated AUM grew 9% QoQ and gold AUM 12% QoQ, while branch expansion and customer additions support 19% FY27 AUM growth, with improving NIMs, lower credit costs and 8–13% FY27–28 EPS upgrades.

Manappuram Finance: CLSA on Manappuram Finance Maintains Hold with Target Price of ₹350 as 1Q standalone PAT beat estimates by 3% on lower opex and credit costs, gold-loan growth accelerated 12% QoQ with yields improving 60bps to 17.7%, but limited LTV headroom, weak microfinance profitability and elevated vehicle-finance GNPLs constrain the outlook.

 12 Aug 2026 09:05 AM

Manappuram Finance: CLSA on Manappuram Finance Maintains Hold with Target Price of ₹350 as 1Q standalone PAT beat estimates by 3% on lower opex and credit costs, gold-loan growth accelerated 12% QoQ with yields improving 60bps to 17.7%, but limited LTV headroom, weak microfinance profitability and elevated vehicle-finance GNPLs constrain the outlook.

MANAPPURAM FINANCE: Q1 CONS NET PROFIT 5.85B RUPEES VS 1.4B (YOY)

 11 Aug 2026 04:48 PM

MANAPPURAM FINANCE: Q1 CONS NET PROFIT 5.85B RUPEES VS 1.4B (YOY)

MANAPPURAM FINANCE: Q1 REVENUE 30.34B RUPEES VS 22.62B (YOY)

 11 Aug 2026 04:48 PM

MANAPPURAM FINANCE: Q1 REVENUE 30.34B RUPEES VS 22.62B (YOY)

Manappuram Finance: CEO Deepak Reddy Resigns From His Position.

 03 Jul 2026 05:16 PM

Manappuram Finance: CEO Deepak Reddy Resigns From His Position.

Govt Explores Measures To Better Utilise Domestic Gold Holdings And Reduce Import Dependence (Muthoot Finance,manappuram Finance) - NDTV Profit

 11 Jun 2026 10:40 AM

Govt Explores Measures To Better Utilise Domestic Gold Holdings And Reduce Import Dependence (Muthoot Finance,manappuram Finance) - NDTV Profit

Manappuram: Company Provides Strong Guidance for Gold Loan Growth in FY27

 03 Jun 2026 11:14 AM

Manappuram: Company Provides Strong Guidance for Gold Loan Growth in FY27

Manappuram Finance: Guidance -The microfinance business is expected to stabilize progressively with a focus on sustainable growth and improved risk-adjusted returns, with the new book (currently 59% of portfolio) expected to reach 75% by Q1 FY27.- Concall Update

 05 May 2026 09:00 AM

Manappuram Finance: Guidance -The microfinance business is expected to stabilize progressively with a focus on sustainable growth and improved risk-adjusted returns, with the new book (currently 59% of portfolio) expected to reach 75% by Q1 FY27.- Concall Update

Manappuram Finance: Guidance - Management expects steady momentum in gold loans for FY27, driven by consumer demand, new product offerings (consumption and income-generating loans), and plans to open 500-550 new branches.- Concall Update

 05 May 2026 09:00 AM

Manappuram Finance: Guidance - Management expects steady momentum in gold loans for FY27, driven by consumer demand, new product offerings (consumption and income-generating loans), and plans to open 500-550 new branches.- Concall Update

Manappuram Finance: Guidance -Consolidated AUM is expected to grow at a reasonably good level, exceeding the previous year's volume growth, with non-gold portfolios also showing expected improvements due to new leadership and focused actions.- Concall Update

 05 May 2026 09:00 AM

Manappuram Finance: Guidance -Consolidated AUM is expected to grow at a reasonably good level, exceeding the previous year's volume growth, with non-gold portfolios also showing expected improvements due to new leadership and focused actions.- Concall Update

Manappuram Finance: Guidance -Gold loan yields are expected to stabilize between 17.5% to 18%, not declining further, while consolidated ROE is targeted to improve to 13-16% in the next one to two years, with an ROA target over 15%.- Concall Update

 05 May 2026 09:00 AM

Manappuram Finance: Guidance -Gold loan yields are expected to stabilize between 17.5% to 18%, not declining further, while consolidated ROE is targeted to improve to 13-16% in the next one to two years, with an ROA target over 15%.- Concall Update

Manappuram Finance: Guidance -Credit costs are expected to improve in subsequent quarters, aiding PAT accretion, particularly with continued improvement in the Asirvad portfolio and non-gold segments.- Concall Update

 05 May 2026 09:00 AM

Manappuram Finance: Guidance -Credit costs are expected to improve in subsequent quarters, aiding PAT accretion, particularly with continued improvement in the Asirvad portfolio and non-gold segments.- Concall Update

Manappuram Finance: Jefferies on Manappuram Finance Buy (upgrade) with Target Price ₹360 as Q4 PAT beat (+69% QoQ) driven by provisions release, strong AUM growth (+22% QoQ) with improving gold loan demand, expectations of NIM bottoming and peak provisions, and strong FY26–28 outlook with ~2.6x profit growth and ROE rising to ~13% supporting reasonable valuations (~1.6x FY27 BV).

 05 May 2026 08:54 AM

Manappuram Finance: Jefferies on Manappuram Finance Buy (upgrade) with Target Price ₹360 as Q4 PAT beat (+69% QoQ) driven by provisions release, strong AUM growth (+22% QoQ) with improving gold loan demand, expectations of NIM bottoming and peak provisions, and strong FY26–28 outlook with ~2.6x profit growth and ROE rising to ~13% supporting reasonable valuations (~1.6x FY27 BV).

Manappuram Finance: Morgan Stanley on Manappuram Finance Equal-weight with Target Price ₹270 as gold loan growth strong (+31% QoQ) with yield normalization and calibrated expansion strategy, but limited visibility in non-gold segments and only qualitative guidance (15% ROE aspiration by FY28) keeps outlook balanced.

 05 May 2026 08:54 AM

Manappuram Finance: Morgan Stanley on Manappuram Finance Equal-weight with Target Price ₹270 as gold loan growth strong (+31% QoQ) with yield normalization and calibrated expansion strategy, but limited visibility in non-gold segments and only qualitative guidance (15% ROE aspiration by FY28) keeps outlook balanced.

Manappuram Finance: CLSA on Manappuram Finance Hold with Target Price ₹305 as 4QFY26 PAT missed (–14%) due to NII pressure and higher provisions including one-off vehicle finance write-off, despite strong gold loan growth (~30% QoQ); yields have fallen sharply (~400bp over 4 quarters but now seen bottoming), though concerns remain on lower yields and potential LTV risks.

 05 May 2026 08:54 AM

Manappuram Finance: CLSA on Manappuram Finance Hold with Target Price ₹305 as 4QFY26 PAT missed (–14%) due to NII pressure and higher provisions including one-off vehicle finance write-off, despite strong gold loan growth (~30% QoQ); yields have fallen sharply (~400bp over 4 quarters but now seen bottoming), though concerns remain on lower yields and potential LTV risks.

MANAPPURAM FINANCE: Q4 CONS NET PROFIT 4.04B RUPEES VS LOSS 2.03B (YOY) || Q4 REVENUE 26.13B RUPEES VS 23.6B (YOY)

 04 May 2026 04:35 PM

MANAPPURAM FINANCE: Q4 CONS NET PROFIT 4.04B RUPEES VS LOSS 2.03B (YOY) || Q4 REVENUE 26.13B RUPEES VS 23.6B (YOY)

Manappuram Finance: co Receives SEBI Warning Letter For Delayed Share Pledge Disclosure

 25 Apr 2026 03:01 PM

Manappuram Finance: co Receives SEBI Warning Letter For Delayed Share Pledge Disclosure