DINESH

Five-Star Business Finance

Industry: NBFC Lending
Latest CMP 550
Today's Change ▲ 0.92%
52-Week High / Low 658 | 346
Price Date: 14-Aug-2026
Recommendation Sell
Target Price 681
Expected Upside 11.3%
Forecast Horizon 2 Years
Historical CAGR Not Available
1,000 Invested
Today's Value
Investment Period < 5 Years

Stock Snapshot

Post Results Return
+2.0%
Neutral Market Reaction
1-Year Target Price
559
2-Year Target Price
681
52-Week High / Low
658 / 346
20-Day Return
-3.2%
Market Cap (Cr.)
16,236
Current PE
14.7
P/BV Ratio
2.2
Dividend Yield
0.3%
Industry PE
23.4

Price Performance

Basis of our Recommendation

Five-Star Business Finance Limited is navigating a complex landscape marked by a return to growth momentum, as evidenced by record disbursements and improved collection efficiencies. Management's optimistic guidance of approximately 20% AUM growth for FY27, supported by branch expansion and product diversification, underscores a strategic pivot towards capturing underserved markets. However, challenges such as elevated operating expenses and potential yield compression due to competitive pressures may temper margin expansion. Vista's financial outlook reflects these dynamics, projecting moderated revenue growth and margin pressures, while maintaining a cautious stance on valuation, given the potential for a value trap. The NBFC sector's supportive macro environment, characterized by government initiatives and improving pricing power, provides a favorable backdrop for growth. Over the next 12-24 months, key opportunities include the successful rollout of new products and branch openings, while watchpoints involve managing operational costs and asset quality amidst competitive pressures

👍 Why We Like This Stock

  • Record disbursements and improved collection efficiencies indicate a strong operational framework
  • Management's focus on branch expansion and product diversification supports a robust growth outlook
  • The NBFC sector's favorable macro environment enhances the company's growth potential

Things To Watch Out For

  • Elevated operating expenses may limit near-term operating leverage and margin expansion
  • Potential yield compression due to competitive pressures could impact profitability
  • Geographical concentration and reliance on informal income segments present inherent risks

Key Parameters

Balance Sheet Strength
Elite Balance Sheet
Market Share
Stable
Industry Outlook
Improving
Analyst View
Strong Buy
Dividend History
Regular
FII Holdings
Reducing

Financial Snapshot

Actuals Forecast
FY24 FY25 FY26 FY27 FY28
Revenue (Cr.) 1,711 2,176 2,481 2,499 2,955
Profit Before Tax (Cr.) 1,116 1,431 1,463 1,371 1,663
PBT Margin 65.2% 65.8% 5896.8% 54.9% 56.3%
Net Profit (Cr.) 817 1,059 1,098 1,028 1,246
Earnings Per Share 27.7 35.9 37.2 34.8 42.2

Analyst Recommendations

Broker Recommendation Target Price Date
HDFC Securities ▲ Buy 545 11-May-2026
Motilal Oswal ▲ Buy 670 27-Jul-2026
Consensus Recommendation ▲ Strong Buy
Consensus Target 670
Coverage 2 Analysts
Analysts' Viewpoint
Five-Star Business Finance is transitioning from stabilization to growth, driven by a recovery in disbursements and strategic diversification into new products like affordable housing and gold loans. Analysts highlight the company's strong recovery in disbursement momentum and improved asset quality as key positives. However, challenges such as elevated employee costs and margin pressures due to declining portfolio yields are noted. Future catalysts include branch network expansion and new product launches, which are expected to enhance market penetration and support sustained AUM growth.

Company Overview

Show Company Profile

Five-Star Business Finance Limited operates as a non-banking financial company in India. It offers small business and mortgage loans to micro-entrepreneurs and self-employed individuals for business purposes, as well as for asset creation, such as home renovation or improvement, marriage, healthcare, and education expenses. The company was incorporated in 1984 and is headquartered in Chennai, India.