At previous close, the Sensex was down -609.68 points (-0.71 percent) at 85,102.69, and the Nifty was down -225.90 points (-0.86 percent) at 25,960.55
business
M
Moneycontrol09-12-2025, 12:53

Parag Thakkar: Tata Capital Has 25-30% Compounding Potential, Buy on Dips

  • Market expert Parag Thakkar is bullish on Tata Capital, projecting 25-30% compounding potential despite its post-IPO underperformance.
  • Thakkar highlights improved fundamentals and a lucrative NBFC environment, citing GST cuts boosting auto loans and strong festive season spending.
  • Company guidance forecasts 30-34% EPS growth over three years and improved ROI, backed by promoter confidence (Tata Group rights issue at ₹343).
  • Macroeconomic factors like RBI liquidity and rate cuts are expected to lower Tata Capital's cost of capital, enhancing profitability through increased branch productivity.
  • Thakkar, who holds Tata Capital in his portfolio, advises investors to "buy on every dip" in the stock.

Why It Matters: Expert predicts 25-30% growth for Tata Capital, signaling a strong investment.

More like this

Loading more articles...