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Earnings Call

CreditAccess Grameen Earnings Call: Key Takeaways

CreditAccess Grameen reported Q4 FY26 PAT of INR 340 Cr (up 6x YoY) with 14% AUM growth. The company is pivoting towards a rural-focused inclusive finance platform via 'Project Shakti'.

Why this was an Alfa AlertNot a filter event. FY26 credit costs (6.74%) actually missed the guided upper end of 6.0%.
Highlights
Revenue growthPPOP grew 6.5% YoY in FY26.
MarginsNIM expanded to 14.2% in Q4; FY27 guided lower at 12.8-13.2%.
Demand visibilityStrong rural demand; 9.8 Lakh borrowers added in FY26.
Management confidenceHigh; confident in meeting FY27 guidance and long-term 20%+ CAGR.

Growth

FY26 AUM grew 14% YoY; disbursements reached INR 24,859 Cr, up 24.1%. Q4 PAT grew over 600% YoY.

Outlook

FY27 Guidance: AUM growth 20-25%, NIM 12.8-13.2%, Credit Cost 3-4%, ROA 4.0-4.8%, ROE 16-20%.

Risks

Credit costs of 6.74% exceeded 5.5-6.0% guidance due to new ECL model and West Asia crisis provisioning.

Source

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

Read the document ↗

CreditAccess Grameen Ltd: key numbers

Share price
₹1,298.80
Market cap
₹20,848 Cr
Revenue (annual)
₹6,059 Cr
Net profit (annual)
₹777.6 Cr
P/E (TTM)
17.2×Sector 22.0×
Promoter holding
66.21%-0.03% QoQ
FII holding
13.48%Current quarter

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

More from CreditAccess Grameen Ltd

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16:18 IST BSE
Debt & Borrowing

CreditAccess Grameen Debt & Borrowing: ₹6.88 Cr

CreditAccess Grameen Ltd has confirmed the payment of interest on its non-convertible debentures. The total interest amount paid is Rs. 6.88 Crore.

Value
₹6.88 Cr
15:47 IST BSE
Debt & Borrowing

CreditAccess Grameen Debt & Borrowing: ₹0.43 Cr

CreditAccess Grameen paid ₹0.43 Crore monthly interest on its Secured NCDs. The Reg 57(1) filing confirms timely payment of ₹43,09,550 on September 21, 2026.

Value
₹0.43 Cr
22:56 IST NSE
Employee Stock Options

CreditAccess Grameen Employee Stock Options

CreditAccess Grameen Limited allotted 33,689 equity shares to 18 employees under its ESOP 2011 scheme. The allotted shares rank pari-passu with existing equity shares.

17:01 IST BSE
Debt & Borrowing

CreditAccess Grameen Debt & Borrowing

CreditAccess Grameen Limited has announced record dates for interest payments on its non-convertible debentures for the quarter October 2026 to December 2026.

15:28 IST BSE
Debt & Borrowing

CreditAccess Grameen Debt & Borrowing: ₹1.92 Cr

CreditAccess Grameen confirmed payment of interest on Non-Convertible Debentures issued through its Public Issue Tranche II. This is a routine regulatory compliance disclosure.

Value
₹1.92 Cr
18:15 IST BSE
Employee Stock Options

CreditAccess Grameen Employee Stock Options

CreditAccess Grameen Limited has allotted 30,135 equity shares to 20 employees under its Employee Stock Option Plan. These shares rank pari-passu with existing equity.