Poonawalla Fincorp shares will be in focus on Monday, 12 October, following the non-banking financial company's (NBFC) September-quarter results, announced on Friday, 9 October. The company reported a sharp increase in profitability, but analysts remain divided on the stock's outlook, setting up a potential debate for investors: Is the earnings recovery enough to drive a sustained rebound in the share price?
Poonawalla Fincorp reported a nearly five-fold year-on-year jump in consolidated profit for Q2 FY27, supported by higher interest income, strong assets under management (AUM) growth and improving asset quality. While Motilal Oswal Financial Services reiterated its ‘Buy’ rating with a target price of ₹570, Emkay Global Financial Services maintained a ‘Reduce’ rating with a target of ₹410.
The NBFC's consolidated profit surged to ₹375 crore in Q2 FY27 from ₹74 crore in the year-ago quarter. Total income increased to ₹2,625 crore from ₹1,543 crore, while interest income rose to ₹2,416 crore from ₹1,402 crore over the same period.
Poonawalla Fincorp's assets under management stood at ₹74,008 crore as of 30 September 2026. Its capital adequacy ratio was 18.68%, comfortably above the regulatory requirement of 15%, providing headroom to support future growth.
Despite the strong quarterly performance, the stock has struggled over the longer term. Poonawalla Fincorp shares closed 2.25% higher at ₹448.05 apiece on the BSE on Friday, but remained down 15.61% over the past year.