Street View- India's Aavas Financiers seen sustaining growth momentum

Aavas Financiers

06/05/2026 06:31

** Shares of India's Aavas Financiers AVAS.NS jump as much as 2.92%, last up 0.73% at 1,456.50 rupees

** Affordable housing finance co's fourth-quarter profit climbs 18.2% y/y, revenue up 12.33% y/y

GROWTH MOMENTUM, ASSET QUALITY IMPROVEMENT LIFT SENTIMENT

** Citi ("buy"; TP: 2,100 rupees) says improving asset quality and lower credit costs supported Q4 earnings

** Expects medium-term growth to remain strong with 20% AUM expansion target

** Jefferies ("buy"; TP: 1,750 rupees) says stronger disbursements, stable asset quality indicate growth recovery is underway, which could support re-rating

** Motilal Oswal ("neutral"; TP: 1,565 rupees) says Q4 disbursement momentum was encouraging, but sustained execution will be key to maintaining growth and margins

** Ambit Capital ("sell"; TP: 1,485 rupees) flags competitive pressure and narrowing spreads despite improving growth momentum

 (Reporting by Surbhi Misra in Bengaluru)

 ((Surbhi.Misra@thomsonreuters.com |  X: https://twitter.com/SurbhiMisra_  |;))