UGROCAPNSEUgro Capital LimitedHighNeutral
Announced Mon, 20 Apr · 22:04 IST

Intimation of Press Release dated 20th April 2026

Revenue Growth 20pctPat Growth 25pctResults View source PDF

UGROCAP · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-1.6%1-day move
₹112.80
prior close
₹113.30
base price
After-mkt
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+0.8+0.4-0.1-0.3-1.6-4.2-3.4-4.9-4.3-3.0-11.2-13.1-11.3-14.5
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AI summary

UGRO Capital reported Q4 FY26 PAT of Rs 51.1 crore, up 26% year-on-year, with full-year FY26 PAT at Rs 174.8 crore, growing 21% YoY. Net Total Income for FY26 stood at Rs 1,067 crore, up 31% YoY, driven by a structural mix shift toward higher-yield on-book assets. Consolidated AUM reached Rs 15,334 crore as of March 31, 2026, up 28% YoY. Asset quality metrics show GNPA at 2.50% and NNPA at 1.60%, while capital adequacy remains strong with CRAR at 21.2%. The company has completed one quarter of executing its five structural objectives announced in February 2026, including shifting portfolio to high-yield focus verticals (EM LAP and Embedded Finance), targeting Rs 200-220 crore in annualised cost savings, and maintaining no equity raise through FY29.

Likely market impact

Strong PAT growth and expanding Net Total Income indicate healthy operational performance. The strategic shift toward higher-yield verticals and cost optimization measures position the company for improved profitability trajectory toward the target ROA of 3.0-3.5% by FY29. The 21-26% PAT growth and 31% revenue growth are positive signals for shareholders.