Kfin Tech share price: Revenue, profit dip in Q4 but Jefferies sees 23% upside

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Shares of Kfin Technologies Ltd. are trading about 2% lower on Thursday, April 30, after the company’s Q4FY26 performance came in softer sequentially, with revenue, operating profit, and PAT all declining compared to Q3.

The quarter saw weakness across segments, while an exceptional expense of ₹4 crore was recognised due to labour code-related changes.

Despite this, Jefferies has maintained a ‘Buy’ rating on the stock, with a price target of ₹1,200, implying an upside of nearly 23% from current levels.

The brokerage said that Q4 EBITDA was 5% ahead of its estimates, driven by a better-than-expected performance in the domestic mutual fund segment.

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Mutual Fund (MF) Registrar and Transfer Agent (RTA) yields came in at 3.25 basis points, above its estimate of 3.15 bps, although sequentially lower due to a higher share of ETF AUM.

The company’s international business, Ascent, reported strong traction, with revenue growing 27% YoY and 127 new fund wins during the quarter, including six with over $100 million in AUM.

Adjusted PAT (excluding one-offs) was 11% ahead of estimates, supported by higher other income.

Kfin Technologies shares ended 2.57% higher at ₹979 on Wednesday, although the stock remains down about 9% so far this year.



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