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Earnings Call

PTC India Financial Services Earnings Call: Key Takeaways

PFS reported strong FY26 performance with PAT rising 47% to ₹319 Cr. Management is pivoting towards a higher-quality, granular private-sector loan book with focus on renewable energy and data centers.

Why this was an Alfa AlertNot a filter event. While performance was strong, it did not explicitly beat prior upper-end guidance by >5%.
Highlights
Revenue growthTotal income dipped to ₹518 Cr from ₹638 Cr YoY.
MarginsNIM on earning portfolio strengthened to 4.49% from 4.25%.
Order bookUndisbursed sanctions of ~₹2,000 Cr to be deployed in 2-4 quarters.
Demand visibilityStrong pipeline in renewable energy, transmission, and emerging infra segments.
Management confidenceConfident in building quality loan book; credit rating reaffirmed by CRISIL.

Growth

PAT grew to ₹319 Cr from ₹217 Cr; sanctions surged 318% to ₹3,448 Cr; disbursements up 35% to ₹1,235 Cr.

Outlook

Targeting 30-50% AUM growth; ₹2,000 Cr undisbursed sanction pipeline; focus on high-yield structured finance and sole lending.

Risks

High prepayments (₹1,105 Cr) moderating AUM; CEO/MD resignation; persistent legacy NPA resolution timelines.

Source

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

Read the document ↗

PTC India Financial Services Ltd: key numbers

Share price
₹26.37
Market cap
₹1,694 Cr
Revenue (annual)
₹514.6 Cr
Net profit (annual)
₹319.4 Cr
P/E (TTM)
7.6×Sector 22.0×
Promoter holding
64.99%+0.00% QoQ
FII holding
2.03%Current quarter

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

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Annual General Meeting

PTC India Financial Services Annual General Meeting

PTC India Financial Services Ltd concluded its 20th Annual General Meeting on September 24, 2026. Shareholders considered the adoption of FY 2025-26 financial statements and director re-appointments.