Monday, 28 September 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call

IIFL Finance Earnings Call: Key Takeaways

IIFL Finance reported Q4FY26 PAT of ₹623cr (up 24% QoQ) and AUM crossing ₹1.08 lakh crore milestone. Management is pivoting towards secured lending and AI-led operating models.

Why this was an Alfa AlertNot a filter event. Results and guidance are in line with internal trajectory and do not meet the 5% material beat threshold over prior guidance.
Highlights
Revenue growthPPOP grew 80% YoY; AUM grew 38% YoY.
MarginsExpect ROA to improve toward 3.0%-3.5% as credit costs decline.
Demand visibilityStrong credit demand in retail and MSME segments.
Management confidenceHigh; confident in asset quality and credit cost reduction.

Growth

AUM grew 38% YoY to ₹1,08,180cr; core products up 45% YoY. Gold loans tonnage reached 62 tons.

Outlook

Guided for 20-25% AUM growth in FY27. Credit cost expected to improve to 1.5%-1.7% from 2.7%-3.0% range.

Risks

Stress in legacy micro-LAP portfolio; ongoing income tax assessment process; competitive intensity in affordable housing.

Source

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

Read the document ↗

IIFL Finance Ltd: key numbers

Share price
₹616.95
Market cap
₹26,332 Cr
Revenue (annual)
₹13,351 Cr
Net profit (annual)
₹1,661 Cr
P/E (TTM)
12.5×Sector 22.0×
Promoter holding
24.85%+0.00% QoQ
FII holding
23.86%Current quarter

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

More from IIFL Finance Ltd

All →
15:30 IST NSE
Debt & Borrowing

IIFL Finance Debt & Borrowing: ₹60 Cr

IIFL Finance Limited has redeemed commercial papers worth Rs. 60.00 Crore. The full redemption was completed upon maturity on September 25, 2026.

Value
₹60.00 Cr
12:39 IST BSE
Debt & Borrowing

IIFL Finance Debt & Borrowing

IIFL Finance allotted Non-Convertible debt securities on 21 September 2026 under a blanket board limit of Rs.10,000 Crore. No specific allotment amount or investor details were disclosed.

12:32 IST NSE
Debt & Borrowing

IIFL Finance Debt & Borrowing: ₹130 Cr

IIFL Finance allotted 13,000 secured NCDs aggregating ₹130 Crore under Series D37 Reissue I via private placement. The 2-year instrument carries a 9.25% coupon with first-ranking pari passu charge over loan assets.

Value
₹130.0 Cr
Execution
2 years
16:45 IST NSE
Debt & Borrowing

IIFL Finance Debt & Borrowing: ₹257 Cr

IIFL Finance successfully redeemed commercial paper worth ₹257 Crore upon maturity. This disclosure confirms the repayment of principal to all beneficiaries.

Value
₹257.0 Cr
18:54 IST NSE
Debt & Borrowing

IIFL Finance Debt & Borrowing: ₹500 Cr

IIFL Finance Limited has completed the full redemption of its Commercial Paper, amounting to ₹500 Crore. The payment was made upon maturity as per regulatory requirements.

Value
₹500.0 Cr
13:43 IST NSE
Employee Stock Options

IIFL Finance Employee Stock Options

IIFL Finance allotted 14,30,848 equity shares to employees upon exercise of ESOPs. The allotment was approved by the Nomination and Remuneration Committee via circular resolution.