Archive · 27 Jun 2025
PNB Housing Finance: UBS, MOFSL See Turnaround, Recommend 'Buy'
PNB Housing Finance is being viewed as a company that is turning things around.
Two financial firms, UBS and MOFSL, think the company's stock is a good investment.
They believe the company is growing well, especially in new types of loans, and its profits should keep increasing.
Both suggest that the stock price could go up by about 17% and reach Rs 1,300.
UBS initiated coverage on PNB Housing Finance with a 'Buy' rating.
MOFSL also recommends a 'Buy' rating for PNB Housing Finance.
UBS forecasts a 16% AUM CAGR over FY25-27E.
MOFSL expects a 19% CAGR in the loan book and 18% CAGR in PAT over FY25-27.
Both brokerages suggest a target price of Rs 1,300, indicating a 17% potential upside.
- Who
- UBS, MOFSL, and PNB Housing Finance
- What
- UBS and MOFSL recommend a 'Buy' rating for PNB Housing Finance.
- When
- Forecasts are made for FY25-27E.
- Where
- N/A
- Why
- Due to positive outlook on loan growth, margin management, and favorable valuations.
- Loan Book Size
- ₹80,000 crore
- Target Price
- Rs 1,300
- Potential Upside
- 17%
- UBS Rating
- 'Buy'
- MOFSL Rating
- 'Buy'
- AUM CAGR (FY25-27E)
- 16% (UBS forecast)
- Loan Book CAGR (FY25-27)
- 19% (MOFSL forecast)
- PAT CAGR (FY25-27)
- ~18% (MOFSL forecast)
