Thus far in the calendar year 2025, Muthoot Finance zoomed 82%, while Manappuram Finance soared 65%. In comparison, the BSE Sensex rose 9%.
Muthoot Finance stock hits new high at ₹3,809 on the BSE. Thus far in the calendar year 2025, the stock has zoomed 66 per cent, as against a 8 per cent rally on the Nifty 50.
Muthoot Finance posted robust Q2FY26 earnings driven by higher gold prices and strong AUM growth, but analysts flag risks from yield pressure, NIM compression and regulatory uncertainty
Muthoot Finance shares jumped 10 per cent after it reported a 87 per cent year-on-year (Y-o-Y) jump in its net profit in the second quarter
Muthoot Finance delivered a strong Q2FY26 performance with an 87% jump in profit, robust loan growth, and record consolidated AUM of ₹1.48 trillion, supported by steady lending momentum
The Nifty MidCap index can surge near 25,000-mark; whereas, midcap stocks such as AIA Engineering, Alkem Labs, Muthoot Finance, ICICI Prudential Life and UPL can rally another 22%, suggest tech charts
In the past six months, Nifty Midcap 150 index has outperformed the market by surging 10 per cent, as against 5.3 per cent rally in the Nifty 50.
Shares of gold-loan providers Muthoot Finance and Manappuram Finance trade at key supports on the charts; face over 11% downside risk. Also check outlook on Titan and other jewellery-related stocks.
Muthoot Finance shares have risen 47 per cent so far this year, while Manappuram Finance was up 48 per cent
State Bank of India (SBI), Nestle India and Mahindra & Mahindra Financial Services from the index hit their respective 52-week highs and quoting close to their record high levels.
Technical charts suggest that shares of gold loan firms, which have surged over 50% so far in 2025, could rally another 17% from here; while a likely mixed outlook for jewellery makers and sellers.
Shares of Muthoot Finance have surged 37.7 per cent so far in CY-25, while that of Manappuram Finance have rallied 54.6 per cent. Gold has surged 42 per cent in 2025
CCL Products, GMDC, Zydus Wellness, Anand Rathi Wealth and Syrma SGS Technologies among others from the BSE 500 and Nifty 500 index also registered new all-time highs in Friday's trading session.
The expanding market for gold backed loans in India - amid a shift in borrower preference towards gold loans - should benefit gold finance companies, analysts said.
Muthoot Finance plans to invest Rs 200 crore in its housing finance subsidiary, Muthoot Homefin, for growth, as the home loan arm's assets under management rise 41% in Q1 FY26
Muthoot Finance shares recorded a new high on Wednesday, gaining 11 per cent, after the company released its Q1 results; check all details here
Gold loan companies stocks in focus: Muthoot Finance, Manappuram Finance can rally up to 19%; while IIFL Finance faces a 9% downside risk; suggests technical charts.
Q1 FY26 company results: CSB Bank, United Spirits, Aditya Birla Fashion and Retail (ABFRL), Firstcry and Pfizer are also to release their April-June quarter earnings reports today
The company also approved equity infusion of ₹5 billion and ₹2 billion in its units, Muthoot Money and Muthoot Homefin, respectively
Muthoot Microfin Ltd has reported a 95 per cent decline in net profit to Rs 6 crore for the first quarter ended June 2025, mainly due to a surge in bad loans. In contrast, the non-banking financial company-micro finance institution (NBFC-MFI) had earned a profit of Rs 113 crore a year ago. Its total income also declined to Rs 559 crore during the quarter from Rs 664 crore in the year-ago period. The total expenses increased to Rs 553 crore against Rs 517 crore in the same quarter a year ago. The gross non-performing assets (NPAs) more than doubled to 4.85 per cent compared to 2.10 per cent a year ago, Muthoot Microfin said in a statement on Tuesday. Similarly, its net NPA (net of Stage III provision) also jumped to 1.58 per cent from 0.71 per cent in the first quarter of the preceding fiscal.