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Earnings Call

Poonawalla Fincorp Earnings Call: Key Takeaways

Poonawalla Fincorp achieved a significant inflection in Q4FY26, reporting a 70% sequential PAT growth and a 69.4% YoY AUM increase to ₹60,348 crores.

Why this was an Alfa AlertNot a filter event. Management achieved guided 9% NIM levels but did not exceed primary metric guidance by >5%.
Highlights
Revenue growthNII grew 78.5% YoY; full-year NII up 49%.
MarginsNIM expanded 43bps QoQ to 9.05%; ROA moved to 1.81%.
Demand visibilityHigh; robust demand in consumer durables, gold, and MSME sectors.
Management confidenceStrong; MD cited Q4 as a significant inflection point.

Growth

PAT grew 70% QoQ to ₹255cr; full-year PAT at ₹542cr. NII rose 78.5% YoY to ₹1,276cr.

Outlook

Guided AUM growth of 35-40%; targeted Opex-to-AUM reduction; planned expansion of digital loan conversions via AI.

Risks

Potential geopolitical instability affecting asset quality and minor quarterly Opex-to-AUM fluctuations during branch expansion phases.

Source

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

Read the document ↗

Poonawalla Fincorp Ltd: key numbers

Share price
₹461.55
Market cap
₹40,644 Cr
Revenue (annual)
₹6,790 Cr
Net profit (annual)
₹541.8 Cr
P/E (TTM)
51.6×Sector 22.0×
Promoter holding
59.02%-4.91% QoQ
FII holding
10.96%Current quarter

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

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13:44 IST BSE
Debt & Borrowing

Poonawalla Fincorp Debt & Borrowing

Poonawalla Fincorp Limited has fixed monthly record dates and payment schedules for interest on its debentures (ISIN: INE511C07706). Payments are scheduled from October 2026 through April 2027.

19:10 IST BSE
Debt & Borrowing

Poonawalla Fincorp Debt & Borrowing: ₹109.3 Cr

Poonawalla Fincorp confirmed timely interest payment on Non-Convertible Debentures (ISIN: INE511C07912) amounting to ₹109.35 Crore.

Value
₹109.3 Cr
16:37 IST BSE
Employee Stock Options

Poonawalla Fincorp Employee Stock Options

Poonawalla Fincorp Limited allotted 25,992 equity shares to its employees under the Employee Stock Option Scheme, increasing its total paid-up share capital.

12:12 IST BSE
Debt & Borrowing

Poonawalla Fincorp Debt & Borrowing

Poonawalla Fincorp allotted non-convertible debt securities under a reissue of forfeited shares and fund-raising issue. The board approved the allotment on 16 September 2026.

12:08 IST BSE
Debt & Borrowing

Poonawalla Fincorp Debt & Borrowing: ₹850 Cr

Poonawalla Fincorp allotted ₹850 Crore of secured NCDs across two series (E1 Re-Issuance I and F1 FY26-27). The proceeds fund its debt capital structure under Reg 30/51 disclosure.

Value
₹850.0 Cr
19:39 IST BSE
Debt & Borrowing

Poonawalla Fincorp Debt & Borrowing: ₹35.48 Cr

Poonawalla Fincorp paid Rs.35.48 Crore interest on NCDs on September 15, 2026, following a business day convention. No delay occurred in the payment.

Value
₹35.48 Cr