Muthoot Finance Hits Record High as Gold Rally Boosts Profits

Muthoot Finance

Prime Highlights:

  • Muthoot Finance shares have surged 81% in 2025, marking the best annual return since its listing in 2011.
  • The company’s latest quarterly profit jumped nearly 90%, while core income grew by almost 60%.

Key Facts:

  • Gold loan assets under management (AUM) reached ₹1.24 lakh crore, over 90% of the consolidated AUM.
  • Global and Indian gold prices are at record levels, supporting strong growth for Muthoot Finance.

Background:

Muthoot Finance Ltd. has had a remarkable 2025, with its shares reaching an all-time high on Wednesday, December 23. The stock has gained 81% this year, its highest annual return since 2011, beating the 78% rise in 2014. This also marks the third consecutive year of strong positive returns.

In the latest quarter, the company’s profit jumped nearly 90%, while its core income, or Net Interest Income (NII), grew by almost 60% compared to last year. By the end of September, the gold loan business had assets under management (AUM) of ₹1.24 lakh crore, making up over 90% of the total consolidated AUM of ₹1.47 lakh crore.

The company now expects its growth this year to be 30–35%, up from the earlier 15%, showing confidence in future business.

In India, MCX gold futures are nearing ₹1.4 lakh per 10 grams, boosting Muthoot Finance’s business.

Brokerage firm Jefferies has maintained its “buy” rating on Muthoot Finance, with a price target of ₹4,000, citing expectations of margin expansion and easing credit costs. Shares of Muthoot Finance closed the day at ₹3,879, up 1.9%, marking the stock’s fifth consecutive month of gains in December.

Muthoot Finance’s strong quarterly performance and record-high stock price underline the company’s resilience and the ongoing positive momentum in India’s gold loan market.

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