KFin Technologies Limited (NSE:KFINTECH) Just Released Its Second-Quarter Results And Analysts Are Updating Their Estimates

KFin Technologies Limited (NSE:KFINTECH) last week reported its latest second-quarter results, which makes it a good time for investors to dive in and see if the business is performing in line with expectations. The result was positive overall - although revenues of ₹3.1b were in line with what the analysts predicted, KFin Technologies surprised by delivering a statutory profit of ₹5.38 per share, modestly greater than expected. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

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Taking into account the latest results, the current consensus from KFin Technologies' 17 analysts is for revenues of ₹13.2b in 2026. This would reflect a notable 12% increase on its revenue over the past 12 months. Per-share earnings are expected to accumulate 8.0% to ₹21.67. Before this earnings report, the analysts had been forecasting revenues of ₹13.1b and earnings per share (EPS) of ₹21.60 in 2026. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

See our latest analysis for KFin Technologies

The analysts reconfirmed their price target of ₹1,339, showing that the business is executing well and in line with expectations. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. The most optimistic KFin Technologies analyst has a price target of ₹1,600 per share, while the most pessimistic values it at ₹1,085. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. It's clear from the latest estimates that KFin Technologies' rate of growth is expected to accelerate meaningfully, with the forecast 26% annualised revenue growth to the end of 2026 noticeably faster than its historical growth of 19% p.a. over the past three years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 14% per year. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect KFin Technologies to grow faster than the wider industry.

The Bottom Line

The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. The consensus price target held steady at ₹1,339, with the latest estimates not enough to have an impact on their price targets.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. At Simply Wall St, we have a full range of analyst estimates for KFin Technologies going out to 2028, and you can see them free on our platform here..

We also provide an overview of the KFin Technologies Board and CEO remuneration and length of tenure at the company, and whether insiders have been buying the stock, here.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.