MONEYBOXXBSEMoneyboxx Finance LtdMediumNeutral
Announced Thu, 28 May · 19:12 IST

Please find attached herewith the Investor Presentation for the Quarter and Financial Year ending March 31, 2026

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

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Price reaction · full curve 14 horizons · vs prior close
-4.1%1-day move
₹73.00
prior close
₹75.99
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AI summary

Moneyboxx Finance, an MSME-focused NBFC in semi-urban and rural India, reported a successful strategic pivot to secured lending. Secured disbursements reached 67% in FY26 (vs 49% in FY25), with secured book now comprising 68% of AUM, targeting ~80% by March 2027. The company operates 156 branches across 12 states with ₹893 crore AUM. Asset quality improved significantly with GNPA reduced to 3.59% (Mar'26) from 7.28% (Jun'25). Total income grew 17% YoY to ₹232 crore, though Net Interest Margin declined to 13.9% from 16.3% due to shift toward secured products. PAT for FY26 was ₹1.34 crore. Cost of funds declined from 15.3% to 11.7% over five years. The company launched in-house LOS (Moneyboxx One) and Cattle AI for underwriting. Renewable Energy loans targeting ₹100+ crore solar book by FY27.

Likely market impact

The strategic shift to secured lending is improving asset quality and positioning the company for sustainable growth, though NIM compression from lower-risk products may pressure near-term profitability. The explicit targets for secured book (~80%) and opex efficiency (sub-10%) provide clear near-term guidance for investors.