Please find enclosed CEO''s letter to Shareholders for the quarter ended June 30, 2025
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Niyogin Fintech reported a strong Q1 FY26 (quarter ended June 30, 2025), with consolidated net revenue rising 9% quarter-on-quarter to Rs. 24.2 crore and EBITDA surging 360% QoQ to Rs. 2.3 crore. The loss before tax narrowed sharply from Rs. 3.1 crore in Q4 FY25 to Rs. 0.7 crore in Q1 FY26. Its iServeU (ISU) subsidiary posted its fourth straight quarter of positive EBITDA and a small profit before tax of Rs. 0.37 crore, with net revenue up 12% QoQ at Rs. 15.3 crore. ISU's order book stands at a healthy ~Rs. 585 crore across 31 contracts, with new wins from Central Bank of India and Bank of Maharashtra. The NBFC arm recorded record gross disbursements of Rs. 160 crore and AUM grew 15% QoQ to Rs. 320.3 crore, driven by partnership-led sourcing including a new tie-up with Meesho for merchant credit.
The sharp improvement in profitability and record disbursements signal a positive turnaround story. Shareholders may view the growing order book, diversified lending partnerships, and narrowing losses as supportive of the stock, though the demerger scheme remains pending regulatory approval which could act as a near-term catalyst.