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Groww Q2 FY27 Analysis | ₹726 Cr Profit +54% YoY | BUY Target ₹1,800-2,000

Investment Thesis

Groww is India’s largest fintech platform for retail investing. Q2 FY27 shows explosive growth: ₹726 Cr profit (+54% YoY), 10+ million funded accounts, and strong unit economics.

Rating: ⭐⭐⭐⭐ BUY | Price Target: ₹1,800-2,000 | Upside: +25-40%

Key Investment Drivers

✅ User Growth Acceleration: New accounts up 45% YoY to 10M+
✅ AUM Explosion: Assets under platform management up 65% to ₹75,000 Cr
✅ Revenue Diversification: Multiple revenue streams (trading, insurance, loans)
✅ Profitability Inflection: Path to sustained profitability clear
✅ Market Share Gains: Winning share from legacy brokers in retail segment

Valuation

Current: ~₹1,450 | P/E (FY27E): 11x (emerging fintech premium) | EV/Revenue: 0.8x

Fair Value: ₹1,800-2,000 | Upside: +25-40%

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