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Earnings Call

Paisalo Digital Earnings Call: Key Takeaways

Paisalo Digital reported record quarterly performance in Q4 FY26, highlighting transition to an AI-led 'Fin AI' lending model with a focus on MSME and small income generation loans.

Highlights
Revenue growth35% YoY increase in Total Income.
MarginsNIM at 6.8%, up 43 bps YoY.
Demand visibilityStrong; added ~1.7 mn customers in Q4.
Management confidenceHigh; citing early signs of operating leverage from AI.

Growth

AUM grew 17% YoY to ₹61,009 Mn. Total Income rose 35% to ₹2,609 Mn; PAT surged 56% to ₹722 Mn.

Outlook

Three-year roadmap targets 2x growth in AUM, Income, and PAT through geographic expansion and product suite broadening.

Risks

Potential impacts from Indian economic volatility, interest rate fluctuations, and new regulatory policies affecting NBFC operations.

Source

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

Read the document ↗

Paisalo Digital Ltd: key numbers

Share price
₹89.02
Market cap
₹8,097 Cr
Revenue (annual)
₹943.7 Cr
Net profit (annual)
₹237.2 Cr
P/E (TTM)
32.2×Sector 22.0×
Promoter holding
46.72%+4.97% QoQ
FII holding
6.79%Current quarter

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

More from Paisalo Digital Ltd

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17:07 IST BSE
Debt & Borrowing

Paisalo Digital Debt & Borrowing: ₹50 Cr

Paisalo Digital Ltd has fully redeemed its non-convertible debentures (NCDs) worth Rs.50.00 Crore upon maturity. The company confirmed the payment on September 25, 2026.

Value
₹50.00 Cr
17:06 IST BSE
Debt & Borrowing

Paisalo Digital Debt & Borrowing: ₹1.23 Cr

Paisalo Digital paid ₹1.23 Crore interest on its non-convertible debentures for the period ending September 2026. This fulfills the scheduled debt servicing obligation.

Value
₹1.23 Cr
14:21 IST BSE
Debt & Borrowing

Paisalo Digital Debt & Borrowing: ₹20 Cr

Paisalo Digital allotted ₹20 Crore in Commercial Papers via Bank of Maharashtra. Two tranches of 151-day and 180-day CPs were issued at a discount to face value.

Value
₹20.00 Cr
13:10 IST NSE
Board Meeting Date

Paisalo Digital Board Meeting Date

Paisalo Digital intimated a future FCCB Committee meeting on 1 October 2026 to consider equity allotment upon partial FCCB conversion. No value or decision has been made yet.

17:43 IST BSE
Share Pledge

Paisalo Digital Share Pledge

Promoter group entity PRI CAF Pvt Ltd created a pledge on 1,15,002 shares of Paisalo Digital Ltd to avail a margin trading facility.

15:47 IST BSE
Promoter Buying

Paisalo Digital Promoter Buying

Pro Fitcch, a promoter, bought 1,15,002 Paisalo Digital shares in the open market on September 22, 2026. Its stake rose from 3.2289% to 3.2415%.

Promoter stake change
+0.01%