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Earnings Call

Aye Finance Earnings Call: Key Takeaways

Aye Finance reported strong Q4 FY26 results following its Feb '26 IPO. Focus remains on micro-MSME lending with a shift toward mortgage-backed loans and AI-driven underwriting.

Highlights
Revenue growthTotal income ₹1,796cr for FY26, up 20% YoY.
MarginsQ4 NIM at 16.4%; guidance for steady FY27 NIMs.
Demand visibilityStrong pipeline for small business working capital loans.
Management confidenceHigh; citing IPO capital infusion and robust 64% PCR.

Growth

Q4 PAT grew 110% YoY and 100% QoQ to ₹86cr; AUM up 27% YoY to ₹7,044cr.

Outlook

FY27 guidance: 25-30% growth, 4-4.5% ROA, 3.5-4% credit costs, and 8.25-8.75% opex ratio.

Risks

Potential interest rate hardening in markets; sector-wide credit cost pressures in early FY26; geopolitical impacts on economy.

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