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Earnings Call

Aye Finance Earnings Call: Key Takeaways

Aye Finance posted a strong Q4 FY26 with a 27% AUM growth and a 110% YoY profit jump, transitioning toward a higher mix of secured mortgage loans to stabilize asset quality.

Why this was an Alfa AlertRaised guidance for FY27 ROA to 4-4.5% and lowered credit cost guidance to 3.5-4% vs previous trends.
Highlights
Revenue growthTotal income grew 20% YoY to ₹1,796 crore for FY26.
MarginsNIMs stood at 14.67%; guided to remain steady or slightly improve.
Demand visibilitySteady recovery in rural consumption driving constructive demand for working capital.
Management confidenceHighly confident, citing successful IPO and robust proprietary AI underwriting models.

Growth

AUM grew 27% YoY to ₹7,044 crore, driven by healthy demand in the micro-MSME segment and improved collection efficiencies.

Outlook

Targeting 25-30% growth in FY27 with ROA guided at 4-4.5% and credit costs improving to 3.5-4%.

Risks

Potential interest rate hardening in the market could offset benefits from planned corporate rating upgrades and lower priority sector lending costs.

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

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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