Angel One shares rise 15% in only one week! Ought to traders purchase after This fall outcomes?
The corporate reported a internet revenue of Rs 320 crore, marking a rise of 84% year-on-year. Angel One’s complete gross income jumped 39% YoY to Rs 1,467 crore, whereas property below administration (AUM) grew to Rs 360 crore on the finish of the quarter below assessment.
Administration stated the efficiency was pushed by a restoration in consumer participation and elevated use of digital platforms. The corporate additionally highlighted ongoing investments in AI-led capabilities to reinforce buyer expertise and enhance operational effectivity.
Is it time to purchase Angel One shares?
Motilal Oswal Monetary Companies has reiterated its Purchase ranking on Angel One and raised the goal value to Rs 400 per share, implying an upside of over 25.3% from the earlier closing value. The brokerage stated administration expects regular enchancment in working margins, with the broking phase probably delivering margins of greater than 45%. Nonetheless, it cautioned that new companies will proceed to see a burn price of 250–300 foundation factors for the following few years till they scale up and attain breakeven. Motilal Oswal additionally raised its FY27 and FY28 EPS
estimates by 12% and 19%, respectively, citing improved order run-rate and effectivity beneficial properties from automation in worker prices.
Elara Securities has maintained its Purchase ranking on the inventory with a goal value of Rs 350, suggesting an upside of 10%. The brokerage expects margins to enhance by FY27, supported by working leverage. Nonetheless, it flagged the potential of near-term stress on margins because of increased spending associated to the IPL.
Additionally learn: PNB Housing Finance soars 10% publish This fall outcomes: Why Morgan Stanley, different brokerages stay bullishJM Monetary has downgraded Angel One to Add from Purchase, whereas rising its goal value by 5% to Rs 350 from Rs 333. The brokerage highlighted that the corporate reported sturdy This fall outcomes, pushed by increased income per order and managed prices. It additionally famous that the inventory has gained 40% since September 2025, and believes present valuations already mirror near-term earnings momentum.
Angel One vs Groww?
Worldwide brokerage agency Jefferies says Groww has demonstrated stronger restoration so as volumes and higher profitability in comparison with Angel One, regardless of greater than a 12 months of headwinds from SEBI’s regulatory modifications in F&O and weak fairness markets. Over this era, Groww has proven higher resilience and a stronger skill to cross-sell merchandise.
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It additionally highlighted that Groww’s money orders have grown sequentially over the previous two quarters, whereas choices orders within the final two quarters have exceeded ranges seen in Q3FY25. Compared, Angel One’s money orders have continued to say no, and its choices orders have solely just lately returned to pre-regulatory change ranges.
(Disclaimer: Suggestions, solutions, views and opinions given by the consultants are their very own. These don’t symbolize the views of The Financial Occasions)
