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Earnings Call

Capri Global Capital Earnings Call: Key Takeaways

Capri Global delivered strong FY26 performance with AUM reaching ₹366.2bn, driven by retail-focused expansion in gold and MSME loans. Strategy emphasizes tech-led productivity and diversified liability management.

Highlights
Revenue growthAUM 60% YoY, NIM at 8.8%
MarginsNIM at 8.8%; yield at 16.1%
Demand visibilityHigh; catering to unbanked/underserved segments
Management confidenceStrong; focused on RoE expansion levers

Growth

AUM grew 60% YoY to ₹366,237mn; PAT surged 98% YoY to ₹9,492mn. FY24-26 AUM CAGR stands at 53%.

Outlook

Targets include raising $1bn via GMTN program, expanding branches in Telangana and Karnataka, and implementing Agentic AI tools.

Risks

Cyclical macroeconomic risks, though hedged via product and geographical diversification across 20 states.

Last quarter's promises, checked

Delivered

  • Guided 30% AUM growth → delivered 60% (= BEAT)
  • Guided ROAA ~3.5% → delivered 3.5% (= BEAT)
  • Guided GNPA < 2% → delivered 1.7% (= BEAT)

Partly delivered

  • Guided cost-to-income ~50% → delivered 46% (= BEAT/PARTIAL as current call notes 15cr one-time benefit)
Source

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

Read the document ↗

Capri Global Capital Ltd: key numbers

Share price
₹253.70
Market cap
₹24,410 Cr
Revenue (annual)
₹4,731 Cr
Net profit (annual)
₹949.1 Cr
P/E (TTM)
21.6×Sector 22.0×
Promoter holding
59.92%+0.00% QoQ
FII holding
8.21%Current quarter

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

More from Capri Global Capital Ltd

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13:09 IST BSE
Debt & Borrowing

Capri Global Capital Debt & Borrowing: ₹0.39 Cr

Capri Global Capital paid Rs.0.39 Crore monthly interest on its 9.25% NCDs Series 14. This is a routine debt-servicing disclosure for listed debentures.

Value
₹0.39 Cr
21:59 IST BSE
Management Change

Capri Global Capital Management Change

Capri Global Capital shareholders approved the re-appointment of Dr. Nupur Mukherjee and Mr. Shishir Priyadarshi as Independent Directors at the 32nd Annual General Meeting.

21:40 IST BSE
Annual General Meeting

Capri Global Capital Annual General Meeting

Capri Global Capital Limited held its 32nd Annual General Meeting on September 22, 2026. The meeting discussed various ordinary and special business resolutions.

15:05 IST BSE
Credit Rating

Capri Global Capital Credit Rating

Capri Global Capital was assigned an IVR AA+/Stable rating on its Rs. 300 Crore Subordinated NCDs by Infomerics. The stable outlook supports the planned debt raise.

18:59 IST BSE
Capital Structure Change

Capri Global Capital Capital Structure Change

Employee Munish Jain sold 10,000 equity shares of Capri Global Capital Ltd for ₹0.26 Crore via a market sale.

Value
₹0.26 Cr
15:18 IST BSE
Debt & Borrowing

Capri Global Capital Debt & Borrowing: ₹10 Cr

Capri Global Capital redeemed Rs. 10 Crore of Commercial Paper at maturity on 17 September 2026. Outstanding balance on the instrument is now NIL.

Value
₹10.00 Cr