AYENSEAye Finance LimitedMediumNeutral
Announced Mon, 27 Apr · 14:12 IST

Aye Finance Limited has informed the Exchange about Investor Presentation

Analyst Day Multiyear TargetsInvestor Communications View source PDF

AYE · price

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Price reaction · full curve 14 horizons · vs prior close
+7.1%1-day move
₹135.00
prior close
₹149.35
base price
In-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+1.8+3.8+4.3+1.6+7.1+2.2-2.5-0.8-0.0+5.9+2.2+7.4+31.1+23.7
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AI summary

Aye Finance, an NBFC focused on micro-enterprises, reported strong FY26 results with AUM growing 27% YoY to Rs. 7,044 Crores and disbursements of Rs. 5,169 Crores. The company completed its IPO in February 2026, raising Rs. 710 Crores of primary capital. Q4 PAT surged 110% YoY to Rs. 86 Crores, with RoA at 4.6% and RoE at 16.0%. Asset quality improved significantly, with PAR X declining to 6.88% and GNPA to 4.77%, marking the fifth consecutive quarter of declining credit costs. Collections efficiency reached 99.5% in March 2026. Management provided FY27 guidance targeting 25-30% AUM growth, NIM of 4.0-4.5%, and credit cost of 3.5-4.0%.

Likely market impact

The strong Q4 performance with improving asset quality and the successful IPO strengthening the balance sheet are positive signals for shareholders. Management's detailed FY27 guidance and three-year targets indicate confidence in sustainable growth.