Poonawalla Fincorp Limited has informed the Exchange about Investor Presentation
POONAWALLA · price
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Poonawalla Fincorp shared its Q1FY26 investor presentation, reporting Assets Under Management (AUM) growth of 53% YoY to ₹41,273 crore, with secured book mix improving to 57%. Net Interest Income grew 13.6% YoY to ₹768 crore, while Pre-Provisioning Operating Profit (PPoP) stood at ₹325 crore and Profit After Tax at ₹63 crore. Asset quality remained stable with Gross NPA flat at 1.84% and Net NPA at 0.85%, while credit cost as a percentage of AUM improved from 3.14% to 2.61% quarter-on-quarter. The Board approved raising ₹1,500 crore via preferential equity from the promoter, providing growth capital. Management aspired for 5-6x AUM growth over the next 5 years, supported by 6 new product launches and 35 AI initiatives.
Strong AUM growth, falling credit costs, and stable asset quality are positive signals for shareholders. The promoter's ₹1,500 crore equity infusion reinforces balance sheet strength and growth capacity, though near-term Opex pressure from new business investments may weigh on margins in the first two quarters of FY26.