Equitas Small Finance Bank stocks: Buy Equitas Small Finance Bank, target price Rs 77: Motilal Oswal Financial Services

Motilal Oswal Financial Services has buy call on Equitas Small Finance Bank with a target price of Rs 77. The current market price of Equitas Small Finance Bank is Rs 62.53.

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Equitas Small Finance Bank, incorporated in the year 1993, is a banking company (having a market cap of Rs 7194.73 Crore).

Equitas Small Finance Bank key Products/Revenue Segments include Interest & Discount on Advances & Bills, Income From Investment and Interest On Balances with RBI and Other Inter-Bank Funds for the year ending 31-Mar-2022.

Financials
For the quarter ended 31-12-2022, the company has reported a Standalone Total Income of Rs 1216.03 Crore, up 5.98 % from last quarter Total Income of Rs 1147.39 Crore and up 17.49 % from last year same quarter Total Income of Rs 1035.01 Crore. The bank has reported net profit after tax of Rs 170.13 Crore in latest quarter.

Investment Rationale
The bank has been reporting a gradual improvement in operating performance over the past few quarters with steady AUM growth, led by healthy traction across segments while moderation in credit cost has aided earnings. As a result, the bank reported a RoA/RoE of ~2.2%/~15% in 3QFY23. Growth in deposit too remains healthy with CASA mix of ~46%. On the asset quality front, collection efficiency has improved to Pre-Covid levels while gradual moderation in 1-90DPD and restructured book augurs well for incremental asset quality. The bank has completed the amalgamation scheme and the brokerage believes the merger would solely shift the focus on the fundamental performance of the bank.

Promoter/FII Holdings
Promoters held 74.48 per cent stake in the company as of 31-Dec-2022, while FIIs owned 4.08 per cent, DIIs 15.34 per cent.

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