MUTHOOTFINNSEMuthoot Finance Limited· FinanceMediumNeutral
Announced Thu, 14 May · 17:57 IST

Muthoot Finance Limited has informed the Exchange about Investor Presentation

Investor Communications View source PDF

MUTHOOTFIN · price

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Price reaction · full curve 14 horizons · vs prior close
-6.8%1-day move
₹3523.50
prior close
₹3523.90
base price
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AI summary

Muthoot Finance reported strong FY 2026 results with standalone profit after tax of ₹10,134 crore, up 95% YoY, and consolidated PAT of ₹10,607 crore, up 98% YoY. Standalone loan AUM grew 50% to ₹1,62,826 crore while consolidated AUM reached ₹1,81,916 crore with 49% growth. The company maintained a healthy capital adequacy ratio of 20.75% and improved return on equity to 30.63%. Gold loan portfolio remains dominant at ₹1,65,030 crore (consolidated), representing 95% of the loan book secured by gold collateral. The company operates 7,568 branches across India serving 6.41 million active customers. Net interest margin improved to 12.76% from 11.45% in FY 2025, reflecting strong asset quality with Stage 3 assets at 2.35% of total loan assets.

Likely market impact

The company delivered exceptional earnings growth of nearly 100% YoY with margin expansion and strong asset quality metrics. The gold loan market leadership position (47% NBFC market share) and pan-India branch network provide a durable competitive advantage. With gold prices rising, the secured portfolio approach minimises credit risk while driving volume growth.