Muthoot Finance533398Gold loan financing
Speaker discussed a JPMorgan note on Muthoot Finance addressing delinquency and RBI rule concerns, and defended their investment citing Bain Capital's investment and attractive valuation
By ScoutQuest · · 1 min read
- Stock decline from highs
- 25 percent
- Bain Capital investment
- 4,500 crore rupees
- Valuation on FY27 earnings
- 7 times earnings
Heard on business television between 09:32:07 - 09:35:07 IST.
- JPMorgan note reportedly argued against concerns around rising delinquencies and RBI rule changes affecting Muthoot.
- Stock is still down 25% from its highs; speaker linked this partly to the correction in gold prices.
- Said the investment thesis was based on Bain Capital investing Rs 4,500 crore in Muthoot, which could significantly change the company's trajectory over the next 5 years.
- Noted Muthoot is trading at about 7 times FY27 estimated net profits.
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Source: Live TV News Channel · 23 Oct 2026
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