Emkay Global Maintains 'Add' on Tata Capital, Sets ₹390 Target Brokerage firm Emkay Global has reaffirmed its positive outlook on Tata Capital, retaining an 'Add' rating and setting a target price of ₹390 per share. The analysis highlights the non-banking financial company’s (NBFC) strategic initiatives, including growth guidance, operational efficiency improvements, and a shift toward higher-yielding loan segments. The firm’s confidence is rooted in Tata Capital’s ability to navigate macroeconomic challenges while advancing its financial objectives. Tata Capital’s management has outlined a clear roadmap for expansion, aiming to achieve an Assets Under Management (AUM) Compound Annual Growth Rate (CAGR) of 23-25% by the 2028 fiscal year. This growth strategy hinges on a deliberate focus on high-yield lending segments, such as affordable housing, gold loans, micro loans against property, and unsecured personal and business loans. By prioritizing these areas, the company seeks to enhance its net interest margins and deliver stronger risk-adjusted returns. A key component of the investment case for Tata Capital is its target to improve Return on Assets (RoA) to a range of 2.5-2.7% by FY28. Analysts believe this goal will be supported by reduced credit costs and enhanced operational efficiency. The company plans to leverage digital tools and artificial intelligence to streamline operations, which is expected to lower operating expenses relative to its total assets. These measures are designed to bolster profitability and strengthen its competitive position in the market. Asset quality remains a critical factor for Tata Capital, and management has noted a positive trend with a moderation in bounce rates as of June 2026. This indicates healthier repayment behavior among borrowers.#emkay_global #price_to_book #tata_capital #assets_under_management #return_on_assets
Sagility Ltd is Rated Strong Buy by MarketsMOJO Mar 01 2026 10:10 AM IST Sagility Ltd has been assigned a Strong Buy rating by MarketsMojo, with the latest update to this assessment occurring on January 19, 2026. The analysis and financial data referenced in this report reflect the company’s performance and outlook as of March 1, 2026, offering investors a comprehensive view of its current standing. The Strong Buy rating signifies a high level of confidence in Sagility Ltd’s potential for substantial stock price appreciation. This evaluation is based on four critical factors: Quality, Valuation, Financial Trend, and Technicals. Investors are advised that this recommendation highlights a favorable risk-reward balance, suggesting the stock is likely to outperform the broader market over the medium to long term. As of March 1, 2026, Sagility Ltd exhibits strong fundamental quality. The company holds a 'good' quality grade, supported by consistent operational performance and disciplined financial management. Notably, Sagility Ltd has achieved a compound annual growth rate (CAGR) of 48.84% in operating profits over the long term, demonstrating its capacity to generate sustainable earnings growth. This level of profitability growth underscores the company’s operational excellence and competitive position within the Computers - Software & Consulting sector. From a valuation perspective, Sagility Ltd is currently considered attractively priced. The valuation grade is 'attractive,' with a price-to-book (P/B) ratio of 2.1, indicating the stock is reasonably priced relative to its net asset value. This presents a compelling entry point for investors.#marketsmojo #computers_software_consulting #sagility_ltd #price_to_book #return_on_equity
