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Earnings Call

Muthoot Microfin Earnings Call: Key Takeaways

Muthoot Microfin delivered a robust FY26 with 31% AUM growth, reaching ₹14,005 crore. Profitability improved with a 2.1% quarterly ROA as credit costs moderated following industry-wide stress.

Highlights
Revenue growthAUM grew 31% YoY to ₹14,005 crore; NIM reached 12%.
MarginsNIMs expanding toward 13% through lower borrowing costs and yield optimization.
Demand visibilityStrong rural demand for micro-enterprise and individual business loans.
Management confidenceBalanced and optimistic, emphasizing long-term 'Vision 30/30' strategy.

Growth

AUM grew 31% YoY led by calibrated disbursements; non-JLG portfolio reached 17% of mix.

Outlook

Vision 30/30 targets ₹30,000 crore AUM by 2030 with consistent 5%+ ROA.

Risks

Over-leverage in specific regional markets and geographic concentration in Southern India remain key sensitivities.

Source

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

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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