BSENiyogin Fintech LtdLowNeutral
Announced Thu, 13 Nov · 22:12 IST

Please find enclosed CEO''s letter to Shareholders for the quarter and half year ended September 30, 2025

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Niyogin Fintech reported a strong Q2 FY26 with consolidated net revenue rising 7% QoQ to Rs. 25.9 Cr (up 53% YoY) and EBITDA more than doubling to Rs. 4.9 Cr from Rs. 2.3 Cr in Q1, turning PBT positive at Rs. 1.2 Cr. iServeU's order book stands at a healthy ~Rs. 623 Cr across 39 contracts, with a key win being the UPI solution for Punjab National Bank and a first international client in the UAE. NBFC AUM grew 6% QoQ to Rs. 340.5 Cr, with 50% of the loan book now under the EDI model and Rs. 65 Cr raised in borrowings (highest-ever quarterly fundraise). The company remains low-levered with debt-equity ratio below 1.0 and is actively pursuing a demerger scheme with regulators.

Likely market impact

This update is positive for shareholders — profitability has clearly inflected with both EBITDA and PBT showing strong sequential improvement, supported by a robust order book and successful fundraise. The demerger progress and international expansion add further upside optionality, while low leverage gives room for growth.