FUSIONNSEFusion Finance LimitedMediumNeutral
Announced Fri, 15 May · 22:09 IST

Fusion Finance Limited has informed the Exchange regarding a press release dated May 15, 2026, titled "Press Release in relation to Financial Results for the Quarter and Financial Year ended March 31,2026.".

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

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Price reaction · full curve 14 horizons · vs prior close
-9.4%1-day move
₹206.00
prior close
₹203.80
base price
After-mkt
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AI summary

Fusion Finance returned to full-year profitability of INR 13.9 crore in FY26 (vs loss of INR 1,224.54 crore in FY25), helped by a Q4 PAT of INR 114.19 crore which included a Deferred Tax Asset of INR 76.78 crore. AUM grew 8% sequentially to INR 7,407 crore, reversing six quarters of degrowth, driven by strong disbursements of INR 2,140 crore in Q4 (up 85% YoY). Portfolio quality improved sharply with Gross NPA falling to 3.21% from 4.38% in Q3, while collection efficiency held at 99.66%. Net Interest Margin expanded to 11.44% from 11.32% in Q3, supported by lower cost of borrowings and better loan yields. Credit costs fell for the sixth consecutive quarter to INR 56 crore. Capital adequacy remains healthy at 36.46% CRAR.

Likely market impact

Return to profitability, margin expansion, and sharp NPA improvement signal a strong operational recovery. The stock could see positive re-rating if the margin uptrend and asset quality improvement sustain into FY27.