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531213: Interim Dividend And Margin Outlook Will Shape Balanced Future Performance

Digital Lending Will Capture India's Expanding Formal Credit Market

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531213
AnalystHighTarget
Not Invested
Published 17 Jul 2025

Update shared on 20 Dec 2025

Fair value Increased 1.64%
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AnalystHighTarget's Fair Value
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1Y
61.4%
7D
1.7%

Narrative Update on Manappuram Finance

Analysts have modestly raised their price target on Manappuram Finance from ₹305 to ₹310, reflecting improved expectations for faster revenue growth, slightly higher profit margins, and a lower implied future valuation multiple.

What's in the News

  • A board meeting is scheduled on October 30, 2025, to review unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025 (company filing).
  • The board will also consider the declaration of an interim dividend for shareholders at the same October 30, 2025, meeting (company filing).

Valuation Changes

  • The Fair Value Estimate has risen slightly from ₹305.0 to ₹310.0, indicating a modestly higher intrinsic valuation.
  • The Discount Rate has fallen slightly from 16.56 percent to 16.01 percent, reflecting a marginally lower perceived risk or cost of equity.
  • The Revenue Growth assumption has risen meaningfully from 36.35 percent to 45.77 percent, pointing to stronger expected top line expansion.
  • The Net Profit Margin forecast has increased slightly from 31.62 percent to 33.92 percent, suggesting a small improvement in expected profitability.
  • The future P/E multiple has fallen significantly from 14.49x to 11.13x, implying that the revised valuation relies less on high terminal market multiples.

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Disclaimer

AnalystHighTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystHighTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystHighTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.