Capri Global Capital Limited has informed the Exchange about Transcript
CGCL · price
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Capri Global Capital Limited shared Q1 FY26 results via earnings call. Consolidated AUM grew 42% YoY to INR 24,754 crores, led by gold loans (+69% YoY to INR 9,105 crores), housing finance (+32% YoY to INR 5,490 crores), and construction finance (+61% YoY to INR 4,521 crores). The company raised INR 2,000 crores via a QIP during the quarter, taking capital adequacy to 34% with cash and bank balances of INR 3,700 crores. PAT jumped 131% YoY to INR 175 crores; cost-to-income ratio improved sharply to 46% from 65% a year ago (50% guided for full year). Management reaffirmed 30% AUM growth for the next three years (INR 50,000 crores AUM target by FY28) and guided for ROAA of 4% and ROAE of 16–18% in the medium term. GNPA stood at 1.7% and net NPA at 1%, with credit cost guided at no more than 70 bps; a credit rating upgrade is expected by mid-September.
Strong Q1 numbers, successful QIP, and reaffirmed multi-year growth targets are positive for the stock. Falling cost of funds (40–50 bps expected by year-end) and operating leverage should support return ratios, while the anticipated credit rating upgrade could be a near-term catalyst for re-rating.