SBI Cards share price closed today at Rs 941.5, down Rs 33 or 3.4%.  ICICI Securities says that SBI Cards and Payment Services is a subsidiary of State Bank of India (69% stake) and is the second largest credit card issuer in India with 19% market share (December 2020) in terms of spends and number of cards. It offers an extensive credit card portfolio to individual cardholders & corporate clients, including lifestyle, travel, etc, and corporate cards covering all major segments. Strong business models with higher return ratios and favourable digital and consumption trends make the stock an attractive BUY.
 
SBI Card Technical Analysis:
 
Technical Analyst Nilesh Jain, who is Assistant Vice President (AVP), Equity Research Technical and Derivatives at Centrum Broking says that SBI Cards hovering near is crucial support of Rs 900 levels. A beach below the same will add further pressure and it may test Rs 820 levels. The momentum indicator and oscillators are also in oversold territory, which hints of a strong pull back in the short term. Resistance is placed at Rs 990 above which it can move towards Rs 1050 levels.
 

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Strong margins, return ratio profile defining business factors:

 

Credit card business is a high margin, high profitability segment compared to any other lending segments. SBI Cards has a strong return profile with 25%+RoE and +5% RoA.

SBI Cards Strong financials:

It has maintained a strong operating performance over the years as NII has grown at 38% CAGR in FY17-20 while PAT has zoomed at 49%. Return ratios are strong with RoE of 27.9%, RoA of 5.5% in FY20.

SBI Cards Valuation & outlook:

SBI Cards is a multiyear growth story and provides a unique opportunity to participate in high potential credit segments with strong profitability. It is a proxy to the fast-growing digital payments with a strong parentage. ICICI Securities arrive at a target price of Rs 1100/share on SBI Cards and have a BUY rating on the stock price.