Ugro Capital Q4 FY26 Investor Presentation: Focus Verticals Hit 38% of AUM
UGROCAP · price
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Ugro Capital reported Q4 FY26 AUM of INR 15,334 Cr (+28% YoY) and PAT of INR 51.1 Cr (+26% YoY). ROA was 2.1% including a one-time exit cost (2.8% ex-cost). Focus verticals (EM LAP + Embedded Merchant Finance) jumped to 38% of AUM from 32%, with EM AUM at INR 3,581 Cr and Embedded at INR 2,280 Cr. Company reiterated FY29 ROA target of 3.0–3.5% with no equity raise for 3 years. Annualized cost savings of INR 200–220 Cr identified post Profectus consolidation. EM network reached 317 branches across 13 states; CAR improved to 21.2%.
On-track execution of Feb-26 realignment; FY29 ROA target of 3–3.5%, zero equity dilution for 3 years, and 200–220 Cr cost savings support medium-term thesis.