Bajaj Finance: Numbers toh zabardast, par Emkay Global ko valuation par doubt!

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AuthorVihaan Mehta|Published at:
Bajaj Finance: Numbers toh zabardast, par Emkay Global ko valuation par doubt!
Overview

Bajaj Finance ne Q4 mein kamaal kar diya hai! **₹54.6 billion** ka profit aur aage ke liye **22-24%** AUM growth ka outlook. Lekin Emkay Global jaise analysts ko abhi bhi valuation ka scene thoda high lag raha hai.

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Numbers toh zabardast hain!

Company ne Q4 mein ₹54.6 billion ka profit (PAT) dikhaya hai, jo analyst ke expectations se upar hai. Yeh sab credit costs kam hone ki wajah se hua, jo gir kar sirf 1.6% ho gaye hain. Management ka confidence bhi high hai ki aage bhi credit cost control mein rahega. FY27 ke liye 22-24% AUM growth ka outlook bhi mast hai. Stock abhi lagbhag ₹7200 ke aas paas chal raha hai, aaj volume accha hai par stock thoda down hai.

Par valuation ka kya scene hai?

Emkay Global ne apna 'REDUCE' rating maintain kiya hai. Unhone target price ko ₹900 se thoda badha kar ₹950 kar diya hai. Unka kehna hai ki FY28 ke liye 4.2x ka P/B multiple bahut zyada hai, jabki HDFC Bank jaise peers ke saamne jo sirf 2.5x aur ICICI Bank 3x pe trade kar rahe hain. Bajaj Finance ka 22-24% AUM growth ka potential accha hai, par itna high valuation hold karna mushkil ho sakta hai.

Analysts ke views alag alag!

Emkay Global ka 'REDUCE' rating future risks ki taraf ishara karta hai. Agar growth slow hui ya NBFC regulations tight hue toh valuation pe pressure aa sakta hai. Wahi, Prabhudas Lilladher jaise brokers 'BUY' rating de rahe hain aur ₹11,000 ka target price de rahe hain. Yeh dikhata hai ki sabke alag alag opinions hain ki kya growth prospects is valuation ko justify karte hain.

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Disclaimer:This content is for educational and informational purposes only and does not constitute investment, financial, or trading advice, nor a recommendation to buy or sell any securities. Readers should consult a SEBI-registered advisor before making investment decisions, as markets involve risk and past performance does not guarantee future results. The publisher and authors accept no liability for any losses. Some content may be AI-generated and may contain errors; accuracy and completeness are not guaranteed. Views expressed do not reflect the publication’s editorial stance.