I

IIFL Finance Limited

IIFLNSE
Market snapshot · 2026-08-10 21:50 UTC

625.90

+₹14.15 (+2.31%)

MARKET CAP

₹26.62K Cr

STOCK P/E

12.8x

52W HIGH

₹675.00

52W LOW

₹409.10

BOOK VALUE

₹327.31

EPS

₹49.06

ROE

SECTOR

Financials

GROSS NPA

1.27%

VOLUME

12.66L

P/B RATIO

1.91x

NET NPA

0.71%

Sector

Financials

Themes

Investment Banking & Brokerage
D
Dividend
₹644.53₹587.46₹530.40₹473.34₹416.27VolumeDAug '25Sep '25Nov '25Jan '26Mar '26Apr '26Jun '26Aug '26

AI Summary

✦ Clartha

Forecast

Analyst targets, estimate history, and probabilistic forward ranges for IIFL.

4.00 analysts

Price Forecast

Current
₹625.90
High Target
₹760.00
▲ +21.4%
Median Target
₹720.00
▲ +15.0%
Low Target
₹610.00
▼ -2.5%
Now₹625.90High ₹760.00Median ₹720.00Low ₹610.00Aug '25Now12M Target
Price history (1Y)
Analyst target range
4 analysts

Probabilistic Range

Probabilistic lognormal cone using 1Y realized volatility and analyst-target drift when available.

Time horizonRange ()Probability
3M₹500.95 - ₹825.6680%
6M₹464.13 - ₹940.8980%
12M₹423.31 - ₹1,15080%
Realized vol: +39.0% · Drift: +18.5%

Revenue Forecast

₹ Cr
Jun '26Current₹2,344.0
Sep 2026 ETrend estimate range
High₹2,856.1Base₹2,644.5Low₹2,432.9
Sep '25: ₹1,763.0 · Dec '25: ₹1,951.0 · Mar '26: ₹2,283.0 · Jun '26: ₹2,344.0 · Sep '26: ₹2,644.5 · Dec '26: ₹2,926.5
Sep '25Dec '25Mar '26Jun '26Sep '26 EDec '26 E1,763.01,951.02,283.02,344.02,644.52,926.5
PastCurrentTrend estimate: Low / Base / High

EPS Forecast

₹ / share
Jun '26Current₹10.98
Sep 2026 ETrend estimate range
High₹8.33Base₹7.44Low₹6.55
Sep '25: ₹4.96 · Dec '25: ₹7.08 · Mar '26: ₹11.97 · Jun '26: ₹10.98 · Sep '26: ₹7.44 · Dec '26: ₹10.62
Sep '25Dec '25Mar '26Jun '26Sep '26 EDec '26 E4.967.0811.9710.987.4410.62
PastCurrentTrend estimate: Low / Base / High
EPS forecast unavailable from FMP/yfinance.
Market Intelligence

Multi-factor synthesis of 5 key dimensions

Overall Outlook
Neutral
69%
Analyst Consensus
Unavailable

From 4 analysts

Mean upside+12.2%

Fundamentals

Strong

Fundamentals institutional score is 100 using growth durability 100.0.

Valuation

Premium valuation

Valuation institutional score is 37 using relative multiple z-scores where peer dispersion is available.

Analyst Consensus

Neutral

Analyst View institutional score is 67 using mean target upside 12.2%; dispersion penalty 8.5; recommendation breadth from available consensus.

Technical Structure

Mixed Momentum

Technicals institutional score is 69 using EMA-20 continuation within 5% tolerance; VCP range/volume contraction proxy.

Market Sentiment

Neutral backdrop

Recent news flow is balanced or not decisive enough to tilt the tape. Based on 7 recent ticker-linked news items.

Signal Summary

Market intelligence remains Neutral. fundamentals and analyst consensus provide support, while valuation remain considerations.

Composite weights: Fundamentals 25%, Valuation 20%, Analyst Consensus 20%, Technical Structure 20%, Market Sentiment 15%.

Fundamentals StrongValuation Premium valuationAnalyst Consensus NeutralTechnical Structure Mixed MomentumMarket Sentiment Neutral backdrop

Key Data Points

Mean Target Price702.5 target
Mean Upside+12.2%
Technical Score69%
Fundamental Score100%
Data CoverageHigh

Important Note: This is market intelligence, not investment advice. Always conduct your own research and consider your financial goals and risk tolerance.

Valuation Metrics

Trading 31.0% above historical median. Valuation is stable — currently in the strongly overvalued zone (z-score: +1.46). Confidence: 82%.

Live forward EPS implies next-12-month EPS of ₹77.25. Applying the stock's normalized valuation corridor produces a fair range of ₹657.40 to ₹882.20, with base value near ₹735.42 (+17.5% vs current price).

Forward Valuation Outlook

Live forward estimate anchored to the company's historical valuation corridor.

Below normalized range

Forward EPS

₹77.25

Forward P/E

8.1x

Base Fair Value

₹735.42

Fair Range

₹657.40 - ₹882.20

Upside To Base

+17.5%

Estimate Source

Live forward EPS

Growth Estimate

+189.5%

P/B
Overvalued

5Y Average

1.64

Current

1.91

Overvalued

1.89

Undervalued

1.40

P/E
Strongly Overvalued

5Y Average

9.05

Current

12.47

Overvalued

11.42

Undervalued

8.51

P/S
Strongly Overvalued

5Y Average

2.17

Current

3.06

Overvalued

2.50

Undervalued

1.85

Peers & Comparison

Sector: Financials · Theme: Investment Banking & Brokerage

Investment Banking & Brokerage Peers6 peers
Avg P/E: 45x
CompanyRev. GrowthMarginP/Evs Avg52W Perf.
JM FINANCIAL LIMITED
JMFINANCILInvestment Banking & Brokerage
-10.3%30.9%
11.7x
Undervalued
-74% vs avg
-20.3%
TSF INVESTMENTS LIMITED
TSFINVInvestment Banking & Brokerage
+70.9%44.6%
18.5x
Undervalued
-59% vs avg
-3.2%
ANGEL ONE LIMITED
ANGELONEInvestment Banking & Brokerage
+23.0%20.7%
26.6x
Undervalued
-41% vs avg
+14.6%
CHOICE INTERNATIONAL LTD
CHOICEINInvestment Banking & Brokerage
+21.8%20.6%
75.0x
Premium
+67% vs avg
+9.9%
BILLIONBRAINS GARAGE VN L
GROWWInvestment Banking & Brokerage
+65.2%45.4%
49.1x
Fair
+9% vs avg
+45.1%
RELIGARE ENTER. LTD.
RELIGAREInvestment Banking & Brokerage
+22.1%1.0%
89.0x
Premium
+98% vs avg
-8.7%
WHY THESE PEERS

IIFL FINANCE LIMITED trades at a discount (12.8x vs peer avg 45.0x), suggesting potential undervaluation relative to the Investment Banking & Brokerage cohort. Peers include JM FINANCIAL LIMITED, TSF INVESTMENTS LIMITED, ANGEL ONE LIMITED — selected based on business model, industry classification, market cap similarity, and business theme alignment.

Financials

Real statement data for revenue, earnings quality, conversion, and balance-sheet coverage. Monetary values are shown in Rs crore.

Latest revenue

₹2.34K CrJun 2026

Latest net profit

₹467 CrJun 2026

Free cash flow

₹-13.29K CrMar 2026

Net Profit

₹467 CrProfit conversion

Performance

Bars show revenue and net profit. The line shows net margin.

Rs crore + margin %
Q1 '26Q2 '26Q3 '26Q4 '26Q1 '270.00 Cr600 Cr1.20K Cr1.80K Cr2.40K Cr
  • Revenue
  • Net income
  • Net margin %

Revenue to profit conversion

Bridge from operating numbers to profit for the latest reported period.

Rs crore
Total incomeInterestOtheradjustmentsProfitbefore taxTax &minorityNet Profit0.00 Cr600 Cr1.20K Cr1.80K Cr2.40K Cr

Latest reported period: Jun 2026

Debt level and coverage

Debt, cash and free cash flow compared on the same crore scale.

Rs crore
Debt free
Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026-20.00K Cr0.00 Cr20.00K Cr40.00K Cr60.00K Cr
  • Free cash flow
  • Cash & equivalents

Results

MetricJun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Revenue +1,0121,0571,1591,3861,0199849401,1381,4791,7631,9512,2832,344
Interest3884084344734373874335927017588299851,037
Expenses +401455519716583572457461571689684609651
Financing Profit223194205197-1245085206315439689656
Financing Margin %22%18%18%14%-0%2%5%7%14%18%22%30%28%
Other Income +10184123-5824264540
Depreciation32323338333333373436415251
Profit before tax201181177172-31-5912150178284403641605
Tax %25%24%25%4%-27%-25%24%23%26%26%25%21%23%
Net Profit +151137132165-23-4411638133211301509467
EPS in Rs3.583.233.113.89-0.53-10.400.380.913.124.967.0811.9710.98
Gross NPA %1.36%1.65%1.43%3.66%3.05%2.93%2.30%1.88%1.70%1.43%1.47%1.15%1.27%
Net NPA %0.70%0.85%0.67%1.90%1.48%1.32%0.91%0.69%0.58%0.53%0.74%0.60%0.71%
Raw PDF

All values in ₹ Crores unless otherwise stated. Source: Screener Master (Standalone).

Shareholding Pattern

HolderJun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Promoters +24.86%24.86%24.85%24.84%24.84%
FIIs +26.62%26.77%27.77%28.16%23.86%
DIIs +8.09%9.13%9.16%7.09%7.50%
Public +40.41%39.23%38.20%39.92%43.80%
Others0.02%0.01%0.02%
Jun 2026
Promoters +
FIIs +
DIIs +
Public +

Events Timeline

Annual Report FY26

FY2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Credit Rating

Aug 06, 2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Earnings Call Transcript

Jul 28, 2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Credit Rating

Jul 28, 2026PDFCompany Reports Open

Shareholder Meeting / Postal Ballot-Scrutinizer''s Report

Jul 28, 2026PDFCompany Reports Open