Poonawalla Fincorp Shares Can Rally 28% Says Motilal Oswal, Maintaining 'Buy' — Check Target Price

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Motilal Oswal Report

Poonawalla Fincorp Ltd. is transitioning into a structurally stronger, digitally advanced, and well-diversified retail NBFC. The company’s disciplined approach to growth, strong leadership bench, and emphasis on technology and governance provide a clear path toward consistent, high-quality profitability.

With multiple engines of growth and improving operating leverage, Poonawall Fincorp is well-positioned to deliver sustained superior returns in the medium-to-long term.

Culturally, the organization combines high-performance innovation with continuous improvement, reflecting what management calls a ‘smart organization mindset’.

The company now employs over 3,000 people across multiple verticals, operating cohesively toward clearly defined profitability and governance objectives.

Poonawalla Fincorp trades at 3.2x FY27E, and we estimate AUM/PAT CAGR of 42%/92% over FY26-FY28E with RoA/RoE of 2.6%/20% in FY28E.

Reiterate our Buy rating on the stock with a rarget price of Rs 600 (premised on 3.7x Sep’27 book value per share).

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