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Investor Presentation

Paisalo Digital Investor Presentation: Key Takeaways

Paisalo Digital reported Q1FY27 PAT growth of 30% YoY to ₹613 Mn, driven by AI-led efficiencies and 28% AUM growth. Strategy focuses on MSME/Micro-credit expansion and liability diversification.

Guidance and delivery
Management target Net Profit 30.0% 3 years
Highlights
MarginsNIM at 6.6%; Cost of Borrowing improved to 10.1%.
Demand visibilityStrong business momentum with highest ever quarterly disbursements.
Management confidenceHigh; citing AI-driven efficiencies and promoter stake increase to 46.7%.

Growth

AUM grew 28% YoY to ₹67,074 Mn; quarterly disbursements reached all-time high of ₹17,309 Mn (+128% YoY).

Outlook

Targeting 2x growth in AUM, Income, and PAT over the next three years (25-30% CAGR) via AI-led scale.

Risks

Slight QoQ decline in total income; collection efficiency moderated to 97.5% from 98.5% in Q4FY26.

Last quarter's promises, checked

Delivered

  • Guided NIM 6.5% → delivered 6.6% (= BEAT)
  • Targeted GNPA < 2% → delivered 0.70% (= BEAT)
  • Guided 25-30% AUM growth → delivered 28% (= BEAT)

Partly delivered

  • Guided doubling AUM/PAT in 3 yrs → delivered 28% AUM/30% PAT growth (= PARTIAL)

Missed

  • Guided 98.5% collection efficiency → delivered 97.5% (= MISS)
Source

Investor Presentation 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%