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Earnings Call

Fusion Finance Earnings Call: Key Takeaways

Management transitions Fusion Finance from survival to growth, leveraging a return to profitability and normalized credit costs after a period of stress and covenant breaches.

Highlights
Revenue growthNII stood at ₹220cr; sequential growth muted by excess liquidity costs.
MarginsNIM improved to 11.44%; marginal cost of borrowing down 100bps.
Demand visibilityStrong rural/semi-urban demand; disbursements up sequentially from ₹1,594cr to ₹2,140cr.
Management confidenceConfident, shifting focus from stabilization to calibrated 25-30% annual growth.

Growth

AUM grew to ₹7,400cr; disbursements hit ₹2,140cr in Q4. Portfolio mix shifting toward 37% new-to-Fusion customers.

Outlook

Guidance of ₹10,000cr AUM by FY27 with normalized credit costs of 2.5% to 3%.

Risks

West Asia geopolitical volatility, inflationary pressures, and operational friction during the migration to a new Loan Management System.

Source

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

Read the document ↗

Fusion Finance Ltd: key numbers

Share price
₹177.14
Market cap
₹2,865 Cr
Revenue (annual)
₹1,699 Cr
Net profit (annual)
₹13.85 Cr
P/E (TTM)
17.0×Sector 22.0×
Promoter holding
53.96%-0.59% QoQ
FII holding
4.77%Current quarter

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

More from Fusion Finance Ltd

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18:19 IST NSE
Management Change

Fusion Finance Management Change

Fusion Finance Limited announced the resignation of Ms. Priyanka Seth Wadhera as Chief Strategy Officer and Senior Managerial Personnel, effective September 25, 2026.

16:41 IST BSE
Debt & Borrowing

Fusion Finance Debt & Borrowing

Fusion Finance has provided an undertaking to address and resolve any trades or queries related to its non-convertible debentures (ISIN INE139R07449) during the redemption period.

16:30 IST BSE
Debt & Borrowing

Fusion Finance Debt & Borrowing: ₹40 Cr

Fusion Finance Ltd has successfully completed a partial redemption of its non-convertible debentures, paying ₹40 Crore on the due date.

Value
₹40.00 Cr
16:28 IST BSE
Debt & Borrowing

Fusion Finance Debt & Borrowing: ₹13.15 Cr

Fusion Finance confirmed the payment of ₹13.15 Crore as interest on its non-convertible debentures. This follows the scheduled payout for the specified NCD series.

Value
₹13.15 Cr
16:24 IST BSE
Debt & Borrowing

Fusion Finance Debt & Borrowing: ₹53.15 Cr

Fusion Finance Limited has paid interest of ₹13.15 Crore and completed a partial principal redemption of ₹40.00 Crore on its non-convertible debentures, totaling ₹53.15 Crore.

Value
₹53.15 Cr
11:55 IST BSE
Management Change

Fusion Finance Management Change

Fusion Finance appointed Chinmayi Trivedi as CHRO, replacing Pooja Mehta who resigned to pursue new opportunities, effective 15 September 2026.