Poonawalla Fin

    POONAWALLA
    Financial Services·16 Jan 2026
    Management Summary

    Poonawalla Fincorp reported a strong Q3 FY26, driven by robust AUM growth of 77.6% YoY and a significant 102% QoQ increase in PAT. The company demonstrated improved asset quality with an 8 bps QoQ reduction in GNPA to 1.51% and expanded NIM by 22 bps to 8.62%. Strategic focus on new product launches, digital transformation, and optimized borrowing costs contributed to this positive performance.

    Highlights6
    • AUM grew 77.6% year-on-year and 15.3% quarter-on-quarter, reaching ₹55,017 crores as of December 31st, 2025.
    • Profit After Tax (PAT) stood at ₹150 crores for the quarter, representing a 102% growth quarter-on-quarter and 702% growth year-on-year.
    • Net Interest Margin (including fee and other income) expanded 22 basis points quarter-on-quarter to 8.62% in Q3FY26.
    • Gross Non-Performing Assets (GNPA) improved by 8 basis points quarter-on-quarter to 1.51% in Q3FY26.
    • Cost of borrowing reduced by 39 basis points over three quarters to 7.65% in Q3FY26 from 8.04% in Q1FY26.
    • New product disbursements reached a monthly run rate of approximately ₹950 crores in December, contributing 20% to total disbursements.
    What Changed2

    vs Q4 FY26

    Guidance items5 → 8 (+3)Risks discussed1 → 2 (+1)
    Numbers6

    Key Financials

    MetricValueYoY
    AUM₹55K Cr+77.6% YoY
    Net Interest Margin (incl. fees)8.62%
    GNPA1.51%
    Stage-1 Assets97.4%
    Cost of Borrowing7.65%
    Net Interest Income (incl. fees)₹1.1K Cr

    Segment Breakdown

    Commercial Business
    ₹34K Cr AUM72% Secured AUM Share
    Loan Against Property (LAP)
    ₹15K Cr AUM
    Unsecured Business Loan (incl. Professionals, Shopkeeper)
    ₹8.0K Cr AUM
    Medical Equipment & Machine Loan
    ₹660 Cr AUM
    Mid-Market (incl. NBFC & Supply Chain Finance)
    ₹9.4K Cr AUM
    Prime Personal Loan
    ₹430 Cr Average Monthly Disbursements
    Gold Loans
    ₹207 Cr Monthly Disbursements (Dec 2025)₹110 Cr Monthly Disbursements (Sep 2025)
    Consumer Durable
    ₹118 Cr Disbursements (Oct 2025)
    Commercial Vehicle
    ₹100 Cr Average Monthly Disbursements (Q3FY26)0.35% QoQ Growth
    Education Loan
    ₹118 Cr Disbursements (Dec)₹150 Cr Sanctions YTD
    Trend6

    Historical Trend

    Last 6Q
    MetricLatestTrend
    AUM(crores)60348
    Cost of Borrowing7.65%
    PPOP(crores)695
    PAT(crores)255
    GNPA1.44%
    Credit Cost2.51%
    Capital2

    Capital Allocation

    high confidence
    CategoryHeadline
    Debt

    Debt disclosed

    Cost 7.6%

    Liquidity

    Liquidity disclosed

    Surplus liquidity of ₹6,488 crores as of December 31st, 2025. LCR at 156% as of December 31st, 2025, well above regulatory requirement of 100%.

    Promises8

    Guidance & Targets

    CategoryTargetPriority
    Debt Mix
    NCD contribution to total borrowings30-35%
    High
    Portfolio Mix
    Share of Gold Loans, Education Loans, Personal Loans, LAP in AUM50-60%
    Medium
    Commercial Business Distribution
    Commercial retail disbursement through direct channel40-50%
    High
    Education Loan Network
    Consultant network expansionbeyond 500+
    High
    Customer Service AI
    Autonomous resolution of voice and chat interactions80%
    High
    Customer Service AI
    AI platform go-live (Hindi and English)Go live
    High
    AUM Growth
    Overall AUM growth35-40%
    Medium
    Credit Costs
    Credit costsReduce
    Medium
    Watchlist5

    Watch for Next Quarter

    #Metric
    01NCD contribution to total borrowings
    02Share of Gold Loans, Education Loans, Personal Loans, LAP in AUM
    03Overall AUM growth
    04Credit cost reduction trajectory
    05Customer service AI platform go-live
    Risks2

    Risks & Concerns

    SeverityRisk
    medium

    Higher credit costs for instant loans

    Instant loans inherently carry a higher standard on credit cost compared to other lending products.

    Management
    low

    Impact of portfolio mix on consolidated credit cost

    Consolidated credit cost is a mathematical weighted average reflecting the proportional contribution of different businesses, meaning movements are a function of changing portfolio composition.

    Management
    Q&A8

    Q&A Highlights

    Narrative2m

    Detailed Narrative

    6 chapters
    01

    Strong Financial Performance and Growth

    Poonawalla Fincorp reported robust financial results for Q3 FY26, with Assets Under Management (AUM) growing 77.6% year-on-year and 15.3% quarter-on-quarter to reach ₹55,017 crores. Total disbursements increased by 84% YoY and 6.5% QoQ. Profit After Tax (PAT) saw a significant jump of 102% QoQ and 702% YoY, reaching ₹150 crores, indicating the benefits of AUM growth and new business investments.

    02

    Improved Asset Quality and Profitability Metrics

    The company demonstrated improved asset quality, with Gross Non-Performing Assets (GNPA) reducing by 8 basis points QoQ to 1.51% in Q3 FY26. Stage-1 assets increased to 97.4% from 97.1% in the previous quarter. Net Interest Margin (including fee and other income) expanded by 22 basis points QoQ to 8.62%, while the cost of borrowing decreased by 39 basis points over three quarters to 7.65%.

    03

    Strategic Product Mix and New Business Momentum

    New product disbursements reached a monthly run rate of approximately ₹950 crores in December, contributing 20% to total disbursements. The company is focusing on a balanced portfolio mix, with gold loans, education loans, salaried personal loans, and loans against property expected to account for 50-60% of the portfolio over time. Gold loan monthly disbursements nearly doubled from ₹110 crores in September to ₹207 crores in December 2025, and education loan disbursements reached ₹118 crores in December.

    04

    AI and Digital Transformation

    Poonawalla Fincorp has 30 out of 57 cutting-edge AI projects live, enhancing productivity, governance, and customer/employee journeys. A next-generation conversational AI platform is being launched to autonomously resolve 80% of voice and chat interactions, expected to go live by March 2026 for Hindi and English, with plans for expansion to six regional languages and 14 chatbot languages. AI is also being leveraged in credit, collections, and underwriting processes.

    05

    Capital and Liquidity Position

    The company's capital adequacy ratio remains healthy at 18.17%, with Tier 1 capital at 17.15%. The debt-to-equity ratio stood at 4.25 times, providing headroom for growth. Liquidity coverage ratio (LCR) was 156% as of December 31, 2025, well above the regulatory requirement, with surplus liquidity of ₹6,488 crores. The share of NCDs in total borrowings increased significantly from 7% in March 2025 to 30-33% in December 2025, with over ₹4,500 crores raised in Q3 FY26.

    06

    Operating Leverage and Cost Efficiency

    Management highlighted that operating leverage is beginning to come through, with upfront investments in distribution, technology, and risk infrastructure largely completed. Opex-to-AUM reduced by 40 basis points QoQ to 4.41%. The company expects continued operating leverage and improving cost-to-income ratios as AUM scales and incremental growth is absorbed by the established operating backbone.

    This is an AI-generated summary of a publicly available earnings call transcript. It is for informational purposes only and does not constitute investment advice, a recommendation, or an endorsement. inve.money is not a SEBI-registered investment advisor. Please consult a qualified financial advisor before making any investment decisions.