The report states Q2FY27 net profit rose 10.73% YoY to Rs 181.52 crore with AUM up 16.1% YoY and improved cost-to-income ratio.
Read this note →Aavas Financiers Limited
NSE AAVAS BSE 541988 INE216P01012
0 filings · 0 analysed
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The report states Q2FY27 net profit rose 10.73% YoY to Rs 181.52 crore with AUM up 16.1% YoY and improved cost-to-income ratio.
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HSIE Results Daily 27 Oct 26 HSIE
The report says AAVAS's Q2FY27 earnings were in line with estimates, with loan growth improving and disbursements up 21% YoY, maintaining BUY with an unchanged TP of INR 1,540.
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NBFCs Sector Update Oct26 HSIE
The report names AAVAS one of its top picks among HFCs with a BUY rating and unchanged target of Rs 1,540.
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The note says Aavas is upgraded to BUY with an RI-based target price of INR1,540 (implying 1.7x Sep-28 ABVPS), citing expected growth revival under new management, sub-25bps credit cost guidance and a valuation derating to 1.4x Sep-28 ABVPS for a franchise delivering ~14-15% RoE and ~17% loan growth, while flagging the ~20% long-term loan growth guidance as ambitious and a key monitorable.
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Morning Coffee 18 Sep 26 08 53 08 Morning Coffee
The note states the company will issue NCDs worth Rs 9,000 crore via private placement and that RBI approved Manu Singh as MD for five years.
Prices from Yahoo Finance, NSE close, delayed — indicative only, not for dealing. Solid markers sit on the exchange's own timestamp.
Targets, and what happened next
What each house published, and where the price has gone since. Orivam issues no calls of its own and takes no view on these.
| House | Published | Call | Entry | Target | Now | Progress | Standing |
|---|---|---|---|---|---|---|---|
| HDFC Securities | 09 Oct 2026, 12:28 | long | 1,193.00 | 1,540.00 | 1,137.70 | -16% | open by 2027-10-09 |
| HDFC Securities (HSIE Research) | 08 Oct 2026, 14:00 | long | 1,190.50 | 1,540.00 | 1,137.70 | -15% | open by 2027-10-08 |
Deadlines: 0 stated by the house, the rest set by Orivam’s convention — ten trading days for a technical call, twelve months for a price target. A target with no date cannot be judged, so one has to be chosen.
What the desks said
The report says AAVAS's Q2FY27 earnings were in line with estimates, with loan growth improving and disbursements up 21% YoY, maintaining BUY with an unchanged TP of INR 1,540.
Read this note →The report names AAVAS one of its top picks among HFCs with a BUY rating and unchanged target of Rs 1,540.
Read this note →The note says Aavas is upgraded to BUY with an RI-based target price of INR1,540 (implying 1.7x Sep-28 ABVPS), citing expected growth revival under new management, sub-25bps credit cost guidance and a valuation derating to 1.4x Sep-28 ABVPS for a franchise delivering ~14-15% RoE and ~17% loan growth, while flagging the ~20% long-term loan growth guidance as ambitious and a key monitorable.
Read this note →The note states the company will issue NCDs worth Rs 9,000 crore via private placement and that RBI approved Manu Singh as MD for five years.
Read this note →Announcement timeline
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