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Earnings Call

Aye Finance Earnings Call: Key Takeaways

Aye Finance reported FY26 AUM of ₹7,044 Cr (+27% YoY) and PAT of ₹194 Cr (+10% YoY). Successfully completed ₹710 Cr IPO in Feb 2026.

Highlights
Revenue growthFY26 Gross Total Income grew 30% YoY to ₹1,797 Cr.
MarginsNIM improved to 16.4% in Q4FY26; CoB reduced to 10.87%.
Demand visibilityRevival in credit demand from micro-enterprises noted as year advanced.
Management confidenceHigh; citing recovery in MSME sector and stronger balance sheet.

Growth

Q4FY26 PAT surged 110% YoY to ₹86 Cr; NII grew 35% YoY to ₹305 Cr.

Outlook

Positioned for responsible growth in FY27 following capital infusion and improved collection efficiency (99.5%).

Risks

Asset quality remains a focus with GNPA at 4.8%; credit costs at 4.30% in Q4.

Source

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

Read the document ↗

Aye Finance Ltd: key numbers

Share price
₹167.25
Market cap
₹4,128 Cr
Revenue (annual)
₹1,815 Cr
Net profit (annual)
₹193.6 Cr
P/E (TTM)
17.4×Sector 22.0×
Promoter holding
0.00%+0.00% QoQ
FII holding
15.70%Current quarter

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

More from Aye Finance Ltd

All →
12:39 IST BSE
Debt & Borrowing

Aye Finance Debt & Borrowing: ₹1.03 Cr

Aye Finance Ltd paid ₹1.03 Crore monthly interest on two secured NCD series, settled on 18 September 2026 ahead of the due date.

Value
₹1.03 Cr
18:59 IST BSE
Debt & Borrowing

Aye Finance Debt & Borrowing: ₹0.49 Cr

Aye Finance Limited successfully paid Rs. 0.49 Crore interest on its secured non-convertible debentures on the due date. The payment maintains debt servicing obligations.

Value
₹0.49 Cr
21:33 IST NSE
Management Change

Aye Finance Management Change

Aye Finance Limited announced the resignation of Chief Technology Officer Mr. Jinu Joseph and the appointment of Mr. Nishit Shrivastava, effective October 1, 2026.

11:58 IST NSE
Employee Stock Options

Aye Finance Employee Stock Options

Aye Finance allotted 2,513 equity shares under its ESOP 2020 plan. Paid-up capital rose to 24.68 crore shares at INR 2 face value.

17:45 IST BSE
Debt & Borrowing

Aye Finance Debt & Borrowing: ₹20 Cr

Aye Finance Limited has successfully completed a partial redemption of its 10.10% non-convertible debentures. The company paid Rs. 20 Crore towards this partial redemption.

Value
₹20.00 Cr
18:50 IST BSE
Debt & Borrowing

Aye Finance Debt & Borrowing: ₹0.67 Cr

Aye Finance Ltd has successfully paid interest of ₹0.67 Crore on its listed non-convertible debentures.

Value
₹0.67 Cr