IIFL Finance Limited has informed the Exchange about Transcript of the earnings call held on April 29, 2026 for the quarter and year ended March 31, 2026.
IIFL · price
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IIFL Finance reported strong Q4 FY26 results with consolidated profit after tax of INR 623 crores, up 24% QoQ. Total loan AUM crossed the INR 1 lakh crore milestone at INR 1,08,180 crores, growing 38% YoY. Gold loan remained the standout performer at INR 52,581 crores (up 150% YoY) with 62 tons tonnage. Asset quality improved significantly with gross NPA at 1.5% and net NPA at 0.7%. ROE stood at 17.89% and ROA at 2.97%. The company guided for 20-25% AUM growth in FY27 with credit cost expected to decline to 1.5-1.7% from current 2.7-3%. Management also discussed the possibility of demerging IIFL Home Finance and Samasta Finance into separate listed entities but stated no Board decision has been made yet. The income tax assessment order for IIFL Finance is expected shortly following group companies receiving theirs.
Strong quarterly performance with AUM crossing INR 1 lakh crore and improved asset quality signals operational strength. The pending tax assessment order remains a key monitorable though management expressed confidence in no material adverse outcome. Guidance for improved profitability metrics and credit cost reduction in FY27 could support stock appreciation.