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Earnings Call

Paisalo Digital Earnings Call: Key Takeaways

Paisalo Digital reported record quarterly PAT of ₹663 mn (+6% YoY) and highest ever AUM of ₹55,082 mn (+16% YoY) for Q3 FY26, driven by AI-led expansion and strong asset quality.

Why this was an Alfa AlertNot a filter event. Results are record-breaking but management did not explicitly state a 5%+ beat over a previously provided specific guidance range.
Highlights
Revenue growth18% YoY total income growth.
MarginsNIM stable at 6.6%; Portfolio Yield at 16.9%.
Demand visibilityStrong, adding 1.6 mn customers this quarter.
Management confidenceHigh, evidenced by promoter stake increase to 41.7%.

Growth

Total Income rose 18% YoY to ₹2,401 mn. NII grew 19% YoY to ₹1,453 mn with disbursements at ₹10,574 mn.

Outlook

Strategic 3-year roadmap aims for 2x AUM, Income, and PAT growth through 'Fin AI' and geographic expansion.

Risks

Rising operating expenses (up 49% YoY) and reliance on bank co-lending partnerships for liquidity.

Source

Earnings Call filed with BSE, 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%