MUTHOOTMFNSEMuthoot Microfin LimitedHighPositive
Announced Wed, 6 May · 20:14 IST

Muthoot Microfin Limited has informed the Exchange regarding a press release dated May 06, 2026, titled "Press Release on the audited Financial Results for the quarter and full year ended March 31, 2026.".

Pat Growth 25pctEbitda Margin CompressionResults View source PDF

MUTHOOTMF · price

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Price reaction · full curve 14 horizons · vs prior close
-6.5%1-day move
₹214.40
prior close
₹217.00
base price
After-mkt
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-3.5-2.6-3.5-3.7-6.5-11.4-11.4-13.2-13.8-17.3-15.6-16.9-1.1
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AI summary

Muthoot Microfin reported strong FY26 results with AUM crossing Rs 14,006 crore, up 13.3% YoY. The company swung to profitability with PAT of Rs 170.3 crore vs a loss of Rs 222.5 crore in FY25, driven by sharp improvement in asset quality. GNPA declined 95 bps to 3.89% and Net NPA fell 20 bps to 1.14%, while collection efficiency improved 575 bps to 96.43%. Credit cost reduced significantly from 9.4% to 3.5% for full year. However, NII declined 8.7% YoY to Rs 1,415.5 crore and PPOP fell 24.4% to Rs 655.6 crore, indicating margin pressure despite better quality. Capital adequacy remains robust at 23.9%.

Likely market impact

The company has demonstrated a remarkable turnaround from losses to profitability with significantly improved asset quality and lower credit costs. Despite revenue decline, the market may view the improvement in profitability and portfolio quality positively, though cost-to-income ratio deterioration (47.5% to 57%) warrants monitoring.