Investor Release on the Financial and Operational Performance of the Company for the Quarter and Financial Year ended March 31, 2026
AAVAS · price
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AAVAS Financiers reported strong FY26 results with AUM crossing Rs. 235 bn (15% YoY growth) and PAT of Rs. 6.56 bn (14% YoY). Q4 PAT grew 18% YoY to Rs. 1.82 bn, driven by 17% YoY growth in NII as spreads expanded by 31 bps to 5.20% and NIM improved to 7.93% (+29 bps YoY). The company raised ~Rs. 975 crore from a multilateral institution, its largest NCD placement. Asset quality remained strong with 1+ DPD at 3.17% (improved 63 bps QoQ) and GNPA at 1.05%. New CEO Manu Singh took charge, noting a change in promoter with CVC Capital Partners joining. 31 branches were added, taking total to 435 across 15 states.
AAVAS delivered robust growth in disbursements, margins, and profitability while strengthening its balance sheet and asset quality. The large capital raise and promoter change signal strategic confidence, which could be positive for the stock near term.