TFLBSETranswarranty Finance LtdMinimalNeutral
Announced Wed, 13 May · 21:23 IST

Announcement Under Regulation 30 (LODR ) Regulations 2015, Press Release on Audited Financial Results and Performance of the Company for Quarter ended March 31, 2026.

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₹12.36
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After-mkt
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AI summary

Transwarranty Finance Limited reported strong operational growth in Q4FY26 with AUM at Rs 19.17 crore (up 61% YoY) and Q4 loan disbursements of Rs 15.65 crore across 9,226 loans. The NBFC achieved a turnaround with PAT of Rs 0.07 crore versus a loss of Rs 1.63 crore in Q4FY25. Asset quality improved significantly with GNPA at 2.88% (vs 3.72%) and NNPA at 0% with 100% NPA provisioning. For full year FY26, the company disbursed Rs 36.51 crore to about 70,000 borrowers. Credit costs dropped to 3.47% from 7.64% YoY, indicating better underwriting. IDFC First Bank provided a Rs 15 crore facility in Q4FY26. The company has exited wholesale lending to focus exclusively on digital loans via its Oroboro platform, targeting smartphone finance and MSME loans in Tier 2-3 markets.

Likely market impact

The company is showing a clear turnaround with returning to profitability and strong 61% disbursement growth, though the full-year PAT loss of Rs 204.56 crore remains a concern. Improved asset quality and credit costs signal better risk management. Management targets 3x AUM growth in FY27, but the small absolute AUM size and high leverage ratio of 0.9x warrant monitoring.