FUSION

What Fusion Finance promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q4 FY26

what the last two calls moved 11 tracked 5 delivered 0 missed 6 open
  • Capital Adequacy Ratio delivered said Q3 FY25 Promised: 30-plus percent if you pro forma for the INR800 crores rights issue Q4 FY26: CAR at 36.46%, remains well above target.
  • Ongoing future credit costs revised up said Q2 FY26 Promised: ongoing future credit costs at about 3.5% Q4 FY26: Guidance revised favorably. While MFI credit cost remains 3.25-3.75%, the overall weighted credit cost is now guided to be closer to 2.5%.
  • Total AUM on track said Q3 FY26 Promised: cross INR 10,000 crore in AUM by FY27 Q4 FY26: AUM reached INR 7,400 Cr. Management reiterated the INR 10,000 Cr target for March 2027.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 11 tracked commitments for Fusion Finance — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens