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Earnings Call

Authum Investment & Infrastructure Earnings Call: Key Takeaways

Authum is transitioning from a pure-play investment platform to a diversified credit business, reaching a net worth of ₹14,727.8 Cr in FY26. Strategy focuses on scaling NBFC, ARC, and AMC verticals.

Highlights
Revenue growthTotal revenue ₹2,589.9 Cr in FY26 vs ₹4,322.1 Cr in FY25.
MarginsTransitioning from lumpy investment income to stable interest/fee income.
Demand visibilityStrong pipeline for debt acquisitions and fresh credit deployment.
Management confidenceHigh; focusing on 'Double Down' growth strategy for credit business.

Growth

Net worth grew from ₹10,345 Cr (FY24) to ₹14,727 Cr (FY26). Fresh credit disbursements exceeded ₹3,500 Cr in FY26.

Outlook

Targeting platformisation of credit business; scaling ARC AUM (currently ₹700 Cr) and activating AMC/third-party loan servicing platforms.

Risks

Market volatility affecting 'Flow Investments' (61% of book) and concentration in strategic equity turnarounds like NITCO and Prataap Snacks.

Source

Earnings Call filed with BSE, NSE: AIIL. Summary written with AI assistance from the document.

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Authum Investment & Infrastructure Ltd: key numbers

Share price
₹559.60
Market cap
₹47,523 Cr
Revenue (annual)
₹2,609 Cr
Net profit (annual)
₹1,931 Cr
P/E (TTM)
22.6×Sector 22.0×
Promoter holding
68.81%+0.00% QoQ
FII holding
14.28%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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