AYENSEAye Finance LimitedMediumNeutral
Announced Fri, 6 Mar · 14:24 IST

Aye Finance Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

AYE · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Aye Finance filed its Q3 FY26 investor presentation showing AUM of Rs 6,356 crore, up 23.5% year-on-year, with disbursements growing 35% to Rs 1,310 crore. Profit after tax surged 87% year-on-year to Rs 43 crore, while return on assets improved sharply to 2.40% from 1.54% a year ago. Credit cost continued to fall, reaching 4.67% in Q3 from 6.19% in Q4 FY25, and portfolio overdue (PAR X) dropped further to 7.25% by February 2026. The company also outlined a 3-year vision targeting 28–33% AUM CAGR, credit cost of 3.25–3.75%, RoA of 4–4.5% and RoE of 17–20%.

Likely market impact

Strong quarterly show with rising profitability and improving asset quality is positive for shareholders. The forward-looking 3-year guidance signals management confidence in sustained margin and return expansion, which could support a re-rating of the stock.