Stronger on all fronts Repco’s NIII/PPOP/PAT were 3%/3%/6% ahead of our estimates driven...
Better-than-expected on all fronts Repco Home delivered a beat of 4%/7%/3% on NII/PP...
Better-than-expected on all fronts Repco Home delivered a beat of 4%/7%/3% on NII/PPOP/PAT ver...
Earnings beat despite slight growth miss Repco delivered a good quarter with earnings beat of ...
PAT beat aided by lower credit costs; asset quality stable * REPCO’s PAT fell 17% YoY, b...
Improvement in growth seems structural Encouraging growth, NIM and asset quality Repco deli...
Things turning around for the better; asset quality improves * REPCO reported a 1QFY23 PAT of ...
Growth uptick key for re-rating Our view Repco’s Q4 FY22 PAT was significantly below ...
‘Weak 3Q; growth visibility must for re-rating’ Our view Repco delivered a weak...
Poor execution; all eyes on the new CEO’s strategy REPCO’s delivery on the operati...
Loan growth still muted; Low incremental restructuring in 2Q * REPCO reported a 2QFY22 PAT of ...
Delivered an operational beat; management change could be a trigger Our view Repco delivere...
Restructuring under OTR 2.0 stood elevated ~5%; PAT miss led by higher credit cost * PAT fell ...
Our view ‐ Asset quality recovery pivotal for valuation re‐rating &nbs...
Stage-3 pool settles lower; growth lags Repco Home Finance’s (Repco) Q4FY21 earnings exc...
Business franchise undervalued; potential triggers for value unlocking We believe the business...
Result Highlights * Repco Home Finance delivered a steady earnings performance in Q4 FY21, adj...
Asset quality surprises positively; loan growth remains muted * PAT fell 21% QoQ to INR632m (2...
Technical Observations * The share price of Repco Home Finance is at the cusp of breaking...
Outperforming low-ball expectations REPCO’s 3Q performance surprised positively on sever...
Buy Repco Home Finance Ltd For Target Rs.375 Resilient asset quality performan...
Spreads improve; asset quality stable * Repco Home Finance’s (REPCO) 2QFY21 PBT was up 6...