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Earnings Call

Muthoot Microfin Earnings Call: Key Takeaways

Muthoot Microfin reports Q4 FY26 AUM of ₹1,40,056 Mn (+13.3% YoY). The company is pivoting towards non-JLG products and Small Enterprise Loans to drive future diversification.

Why this was an Alfa AlertNot a filter event. Results and FY27 guidance are generally in line with strategic realignments without material beats of prior guidance.
Highlights
Revenue growthFY26 Income: -7.2% YoY; Q4 Income: +14.9% YoY.
MarginsNIM at 12.0% in Q4; guided to improve in FY27.
Demand visibilityStrong credit demand in AP, Punjab, and MP markets.
Management confidenceHigh on diversifying into MSEL and individual loan segments.

Growth

PAT grew 117.7% YoY to ₹711 Mn in Q4. FY26 Income decreased 7.2% YoY to ₹23,807 Mn.

Outlook

FY27 guidance: AUM growth 12-15%, NIM 12.3-12.5%, and ROE 12-15%. Focus on individual and gold loans.

Risks

Asset quality impacted by regional crises; GNPA at 3.89%. NIM moderation and higher credit costs in FY26.

Source

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

Read the document ↗

Muthoot Microfin Ltd: key numbers

Share price
₹181.56
Market cap
₹3,095 Cr
Revenue (annual)
₹2,370 Cr
Net profit (annual)
₹170.3 Cr
P/E (TTM)
12.6×Sector 22.0×
Promoter holding
55.47%+0.00% QoQ
FII holding
23.11%Current quarter

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

More from Muthoot Microfin Ltd

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12:59 IST NSE
Other Announcement

Muthoot Microfin Other Announcement

Muthoot Microfin filed its monthly ALM statement for August 2026 as required by SEBI. The filing is a routine compliance report with no new business transaction.

12:39 IST BSE
Debt & Borrowing

Muthoot Microfin Debt & Borrowing: ₹250 Cr

Muthoot Microfin allotted 2,50,000 secured NCDs at ₹250 Crore aggregate via private placement. The 24-month 9.25% issue is listed on BSE.

Value
₹250.0 Cr
Execution
24 months
18:59 IST NSE
Financial Results

Muthoot Microfin Q1 FY27 Results: Net Profit ₹81.3 Cr, Up 1211.3% YoY

Muthoot Microfin Ltd reported revenue from operations of ₹668.6 Cr (+19.7% YoY) and net profit of ₹81.3 Cr (+1211.3% YoY) for Q1 FY27.

Key figure
Net profit ₹81.3 Cr · +1211.3% YoY