Angel One Rockets on Robust Q3 Earnings
Angel One Ltd. shares surged over 8% on Friday, driven by the company's impressive sequential performance in the December quarter. The stock hit an intraday high of ₹2,731.70 on the National Stock Exchange (NSE), marking its fourth consecutive session of gains and an approximate 17% rise over this period.
The rally followed Angel One's announcement of an 11% quarter-on-quarter increase in revenue and a significant 27% jump in net profit, reaching ₹269 crore. Broking orders grew 6% sequentially to 380 million, with revenue per broking order up 5% to ₹16. An EBITDA margin of 39% supported these broking revenues, according to analysts at JM Financial.
Groww Parent Sees Strong Sequential Gains
Meanwhile, shares of Billionbrains Garage Ventures, the parent company of the stockbroking platform Groww, climbed as much as 9.4% to an intraday high of ₹179.78. This marks a near 10% gain over the past two sessions.
The company reported a 16% sequential increase in profit after tax from the September quarter. While year-on-year figures showed a decline, this was primarily due to a one-time post-tax gain of ₹315 crore recorded in the prior year. Excluding this exceptional item, operating profit after tax grew by a healthy 24% year-on-year to ₹442 crore.
Brokerage Optimism
Motilal Oswal Financial Services Limited (MOFSL) noted that Angel One maintained its growth momentum, driven by strong futures and options activity and commodity trading, which offset volatility in retail cash trading. For Billionbrains Garage Ventures, MOFSL raised its FY27 and FY28 earnings per share estimates by 2% each, citing expansion in the margin trading facility book and a strong commodities segment launch. The brokerage maintained its 'Buy' rating on the stock with a revised target price of ₹190.