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

Manappuram: Macquire Warns Of Possible New Restrictions On Lenders

 15 Apr 2026 10:16 AM

Manappuram: Macquire Warns Of Possible New Restrictions On Lenders

Manappuram Finance: Company Approves FY2026-27 Borrowing Plan Up To ₹74 Billion Via NCDs

 30 Mar 2026 09:02 PM

Manappuram Finance: Company Approves FY2026-27 Borrowing Plan Up To ₹74 Billion Via NCDs

Manappuram Finance: Bain Capital Plans To Buy Shares From Shareholders At ₹236 Per Share, Including ₹12.29 Interest Per Share

 25 Mar 2026 11:58 AM

Manappuram Finance: Bain Capital Plans To Buy Shares From Shareholders At ₹236 Per Share, Including ₹12.29 Interest Per Share

Manappuram Finance: Company To Review FY27 Borrowing Plan On March 30

 25 Mar 2026 08:01 AM

Manappuram Finance: Company To Review FY27 Borrowing Plan On March 30

Manappuram Finance: Co.'s Deal With Bain Receives RBI Approval, Ready for Finalization; Bain Will Acquire Up to 41.66% Stake in the Company for ₹4,385 Crore -ET

 19 Mar 2026 09:10 AM

Manappuram Finance: Co.'s Deal With Bain Receives RBI Approval, Ready for Finalization; Bain Will Acquire Up to 41.66% Stake in the Company for ₹4,385 Crore -ET

Manappuram Finance: Jefferies on Manappuram Finance Hold, Target Price Rs 285 as RBI clears Bain Capital stake/joint control with capital infusion by Mar’26 (BV +4/2%, EPS -8/9% FY27-28e), NIMs near bottom, but re-rating depends on franchise turnaround and delayed execution visibility amid CEO uncertainty.

 19 Mar 2026 09:13 AM

Manappuram Finance: Jefferies on Manappuram Finance Hold, Target Price Rs 285 as RBI clears Bain Capital stake/joint control with capital infusion by Mar’26 (BV +4/2%, EPS -8/9% FY27-28e), NIMs near bottom, but re-rating depends on franchise turnaround and delayed execution visibility amid CEO uncertainty.

Manappuram Finance: Morgan Stanley on Manappuram Finance Equal Weight, Target Price Rs 315 as RBI nod for Bain Capital joint control and planned Mar’26 capital infusion/open offer improve deal visibility, with potential near-term upside if open offer price (₹236 earlier) is revised higher.

 19 Mar 2026 09:13 AM

Manappuram Finance: Morgan Stanley on Manappuram Finance Equal Weight, Target Price Rs 315 as RBI nod for Bain Capital joint control and planned Mar’26 capital infusion/open offer improve deal visibility, with potential near-term upside if open offer price (₹236 earlier) is revised higher.

Manappuram Finance: RBI Approves Change In Control And Management For Co Subsidiaries

 18 Mar 2026 06:38 PM

Manappuram Finance: RBI Approves Change In Control And Management For Co Subsidiaries

CLSA on Manappuram – Hold, TP Rs 305

 11 Feb 2026 09:02 AM

CLSA on Manappuram – Hold, TP Rs 305

MANAPPURAM FINANCE: Q3 CONS NET PROFIT 2.4B RUPEES VS 2.82B (YOY); EST 3B || Q3 REVENUE 23.5B RUPEES VS 25.6B (YOY)

 29 Jan 2026 05:16 PM

MANAPPURAM FINANCE: Q3 CONS NET PROFIT 2.4B RUPEES VS 2.82B (YOY); EST 3B || Q3 REVENUE 23.5B RUPEES VS 25.6B (YOY)