MASFINNSEMAS FINANCIAL SERV LTDMediumNeutral
Announced Wed, 28 Oct, 2026 · 18:37 IST

Q2 FY27: AUM up 23%, management retains 2036 growth vision

Analyst Day Multiyear TargetsInvestor Communications View source PDFExplain this filing

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Price reaction

Awaiting price reaction for this filing.

AI summary

Q2 FY27 consolidated AUM rose 23.31% YoY to ₹17,043 crore. NII increased 31.31% to ₹339 crore and PAT 25.91% to ₹115 crore. Standalone PAT rose 22.69% to ₹110 crore. Borrowing cost fell to 9.19% from 9.62%, while operating expense as a share of NII improved to 34.59%. Management targets 20% to 25% medium-term AUM growth, ₹1 lakh crore AUM by 2036, ROA of 2.75% to 3% and ROE of 16% to 18%.

Likely market impact

Growth and lower funding costs support earnings and sentiment, but rising gross stage 3 assets and execution risk on the 2036 target warrant monitoring.