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Earnings Call Transcript

Aye Finance Earnings Call Transcript: Key Takeaways

Aye Finance posted strong Q4 FY26 results with a 27% AUM growth and record 16.4% NIMs.

Guidance and delivery
Management target Revenue 30.0% FY27
Highlights
Revenue growthTotal income stood at ₹1,796 Cr, up 20% year-on-year.
MarginsNIMs improved to 16.4% in Q4 from lower borrowing costs.
Demand visibilityStrong structural demand in micro-MSME segment despite West Asia headwinds.
Management confidenceHigh; leveraging new IPO capital and AI-driven underwriting tools.

Growth

AUM grew 27% YoY to ₹7,044 Cr; disbursement momentum remains healthy at 26% sequential growth.

Outlook

Management targets 25-30% growth for FY27 with ROA between 4-4.5%.

Risks

Expansion into mortgage loans might pressure yields, though management expects cost offsets.

Source

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

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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