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Created: 2025-07-21 11:19:15 UTC
📊 AU Small Finance Bank Ltd | Broker Report | 𝘉𝘜𝘠 𝘊𝘢𝘭𝘭 🟢
🏢 𝘉𝘶𝘺 𝘈𝘜 𝘚𝘮𝘢𝘭𝘭 𝘍𝘪𝘯𝘢𝘯𝘤𝘦 𝘉𝘢𝘯𝘬; 𝘵𝘢𝘳𝘨𝘦𝘵 𝘰𝘧 𝘙𝘴 875: 𝘔𝘰𝘵𝘪𝘭𝘢𝘭 𝘖𝘴𝘸𝘢𝘭 📈 𝘙𝘦𝘤𝘰𝘮𝘮𝘦𝘯𝘥𝘢𝘵𝘪𝘰𝘯: BUY 🏛️ 𝘉𝘳𝘰𝘬𝘦𝘳𝘢𝘨𝘦: Motilal Oswal
AU Small Finance Bank (AUBANK): Motilal Oswal Recommends BUY with a Target Price of ₹875. 🏦
𝗕𝗿𝗼𝗸𝗲𝗿𝗮𝗴𝗲 𝗙𝗶𝗿𝗺: Motilal Oswal
𝗥𝗮𝘁𝗶𝗻𝗴: BUY
𝗧𝗮𝗿𝗴𝗲𝘁 𝗣𝗿𝗶𝗰𝗲: ₹875 (+10%)
𝗥𝗮𝘁𝗶𝗼𝗻𝗮𝗹𝗲: Other income aided earnings.
𝗞𝗲𝘆 𝗠𝗲𝘁𝗿𝗶𝗰𝘀: ▪ 1QFY26 PAT of ₹5.81b (5% beat, up XX% QoQ) ▪ NII contracted XXX% QoQ to ₹20.5b ▪ NIM contracted 38bp QoQ to XXX% ▪ PPoP grew XXXX% YoY/1.5% QoQ to ₹13.1b ▪ Advances grew XXXX% YoY/2.6% QoQ ▪ Deposits grew XXXX% YoY/2.8% QoQ ▪ GNPA/NNPA ratio increased 19bp/14bp QoQ ▪ FY26/27 earnings estimates cut by 0.7%/3.8%
𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗖𝗼𝗺𝗺𝗲𝗻𝘁𝗮𝗿𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: ▪ Credit cost guidance revised to X% (up 10-15bp). ▪ Full NIM recovery expected by FY27E. ▪ MFI portfolio expected to stabilize from 2Q.
𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗩𝗶𝗲𝘄: ▪ Reiterate BUY with a TP of INR875. ▪ Expects AUBANK to maintain growth leadership. ▪ Asset quality saw some deterioration.
🔗 𝘙𝘦𝘢𝘥 𝘍𝘶𝘭𝘭 𝘙𝘦𝘱𝘰𝘳𝘵:
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