Key Business Drivers

Gold Loan Momentum: The core gold loan business was the main growth engine, with the gold loan AUM growing significantly (up 45% YoY).

Improved Guidance: Management sharply raised the FY26 gold loan growth guidance from an earlier 15% to a range of 30-35%.

Improved Asset Quality: Gross Stage 3 (GS3) loans (a measure of bad loans) improved sequentially, falling to 2.25% from 2.58% in the previous quarter, driven by robust recoveries.

MetricValue (INR)ChangeDetailsLast Traded Price₹3,710.30+9.35%Massive gain on robust earnings. Previous Close (Yesterday)₹3,393.10------Day's High₹3,728.80New All-Time HighThe stock hit a new 52-week and all-time high today.Day's Low₹3,580.00------

Muthoot Finance Stock Update (as of 10:20 AM IST)

Massive Profit Jump: – Consolidated Net Profit rose by a substantial 87.4% year-on-year (YoY) to ₹2,345 crore.

Record Assets Under Management (AUM): – Consolidated Loan AUM reached an all-time high of ₹1.48 lakh crore, driven by a 42% YoY growth.

Strong Gold Loan Growth & Guidance: – The core gold loan AUM growth was robust. –

Improved Asset Quality: – Gross Stage 3 (bad loans) improved, dropping to 2.25% from 2.58% in the previous quarter, signaling healthy recoveries and credit quality.

Key Performance Highlights: