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Earnings Call Transcript

Paisalo Digital Earnings Call Transcript: Key Takeaways

Paisalo Digital reported record Q4 PAT of ₹72.2 Cr, up 56% YoY, driven by 17% AUM growth and significant operating leverage through AI-led automation and digitization.

Guidance and delivery
Management target Net Profit 100.0% next three years
Highlights
MarginsTargeting 6.5% NIM; achieved 6.83% in FY26.
Order bookDisbursements for FY26 at ₹4,262.2 Cr, up 15% YoY.
Demand visibilityStrong last-mile credit demand in rural and semi-urban India.
Management confidenceHigh; reaffirmed three-year doubling targets.

Growth

FY26 Total Income grew 22% to ₹943.7 Cr; Net Interest Income rose 29% to ₹569.4 Cr. Full-year PAT reached ₹237.2 Cr.

Outlook

Management reaffirmed guidance to double AUM, income, and PAT over the next three fiscal years, targeting 6.5% NIM.

Risks

Potential stress in LCC segment due to geopolitical tensions in Middle East affecting export-linked sectors; cost of borrowing at 10.22%.

Last quarter's promises, checked

Delivered

  • Guided 6.5% NIM → delivered 6.83% (= BEAT)
  • Guided to scale AI outreach → delivered 1,50,000 outbound calls & 1,60,000 AI-processed apps (= BEAT)
  • Guided to maintain asset quality → delivered GNPA 0.76% and NNPA 0.61% (= BEAT)

Partly delivered

  • Guided to expand co-lending with SBI → delivered RBI compliance but awaiting bank confirmation (= PARTIAL)
Source

Earnings Call Transcript 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%