Finance - NBFC
60 recent notes from companies in this sector. 20 companies tracked.
Kreon Finnancial's Q1 profit surges 12x to ₹4.41 cr
Net profit already exceeds half of FY26 full-year figure; fees and fair value gains drive income to ₹15.81 cr.
Cholamandalam Q1 profit jumps 46% but liquidity disclosure raises questions
AUM hits ₹2.5 lakh crore, credit costs improve, but a sharp drop in reported liquid assets and a CCD delay add caution to a strong quarter.
Beryl Securities to raise ₹2.98 cr via preferential issue, diluting 17.5% of equity
The nano-cap NBFC will issue 1,295,635 shares at ₹23 each to promoters and public investors; shareholder nod sought at AGM on 25 Aug.
Invigorated Business Consulting posts ₹5.34 lakh Q1 loss, no revenue
The nano-cap NBFC has zero operating income. Net worth is fully eroded. A routine filing confirms continued financial distress.
Tata Capital Q1 net profit jumps 76% to ₹999 crore
Standalone net profit rose to ₹999 crore on 20% asset expansion and lower credit costs; consolidated profit up 56% to ₹1,628 crore.
Tata Capital Q1 profit surges 56%, AUM crosses ₹2.9 lakh cr
Retail and SME loans drive 85.4% of AUM; gold loan foray via Yogloans acquisition marks new growth avenue.
Tata Capital Q1 profit surges 56-76% as loans grow
Standalone net profit jumps 76% to ₹999 cr, consolidated up 56% to ₹1,628 cr; financing assets hit ₹2.94 lakh cr, gross NPAs improve to 2.45%.
Tata Capital Q1 net profit jumps 76% to ₹999 cr
Standalone PAT surges on higher income and lower credit costs; asset quality improves as gross NPA drops to 2.45%. The NBFC also closed a $400M bond issue and agreed to buy a gold-loan firm.
Tata Capital Q1 net profit surges 76% to ₹999 cr
Lending momentum drives 76% YoY standalone PAT growth; consolidated profit up 56%. IPO proceeds strengthen capital base as AUM crosses ₹2.5 lakh cr.
Cholamandalam Q1 profit jumps 46% but stage 3 edges up
Standalone PAT hits ₹1,654 cr, AUM crosses ₹2.54 lakh cr. Gross stage 3 rises to 3.29% from 3.05% in March. Board renews ₹55,000 cr NCD limit, a routine annual approval.
Manba withdraws PAT target, plans ₹100 cr preference share issue
Q1 revenue of ₹93 cr, up 34% YoY, but management declines to repeat earlier ₹65-70 cr PAT guidance. Now targets 35-40% AUM growth, ROA 3.5%.
Cholamandalam Q1 profit soars 46%, AUM crosses ₹2,54,392 cr
Profit at ₹1,654 cr on 23% AUM growth as vehicle finance share shrinks. Board approves ₹55,000-crore NCD programme for growth funding.
Capri Global Q1 profit doubles, lifts FY28 AUM target to ₹65,000 cr
Gold loan portfolio doubles to over ₹19,000 crore; return on equity improves to 19.1% as management upgrades medium-term guidance with 30%+ CAGR target.
Fairplan Distributors sells 2% stake after board flagged concentration
The non-promoter entity trimmed its holding in Advik Capital to 21.74% via open market sales, weeks after the board raised governance concerns.
Manba Finance guides 35-40% AUM growth after strong Q1
Management targets 35-40% AUM expansion for FY27 after Q1 revenue jumps 34% to ₹92.6 cr and profit rises 36% to ₹13.3 cr. Interim dividend of ₹0.25 declared.
Northern Arc profit hits record ₹114 cr, but ROA target softens
Q1 FY27 net profit up 41% YoY on 26% AUM growth. Management cuts full-year ROA guidance to ~3% from 3.2%, rules out equity raise for two years.
Mahindra Finance Q1 profit surges 70% to ₹898.65 cr, asset quality at 8-year low
The earnings transcript confirms record profitability and the lowest gross stage-3 in eight years, with wheels and non-wheel lending both driving strong growth.
Northern Arc's Q1 profit hits record ₹121.8 cr; AUM up 26%
The investor presentation confirms already-disclosed strong quarterly numbers and a previously known non-binding MOU with Yes Bank, offering little incremental news.
Emerald Finance EWA hits ₹26 cr monthly run rate
Gold loan distribution slips to ₹290 cr on RBI curbs, but EWA now 10.5% of business mix. FY27 EPS guidance of ₹7 reaffirmed.
Money Masters profit drops 51% to ₹6.34 lakh in June quarter
Net profit falls to ₹6.34 lakh from ₹12.89 lakh in March. Board appoints Vishal Agarwal as independent director. A routine update for the ₹7-cr nano-cap NBFC.
Northern Arc's Q1 profit hits record ₹114 cr on loan growth, lower bad loans
Net interest income rose 32% to ₹394 cr, AUM expanded 26% to ₹16,855 cr, and the direct-to-customer book crossed ₹10,000 cr for the first time. Asset quality improved with gross NPAs at 1.0%.
Moongipa Capital Finance taps EV financing via two auto partners
The ₹15 cr NBFC adds Zuperia Auto and SMV Green Solutions to its dealer-lending network but gives no financial targets or loan volumes.
Northern Arc's Q1 profit jumps 41% to ₹114 cr; D2C lending tops ₹10,000 cr
Net interest income up 32%; gross NPAs improve to 1.0%; D2C now 64% of portfolio.
Abhishek Finlease profit rises to ₹3.48 lakh in June quarter
The NBFC's net profit increased from ₹2.16 lakh a year ago. Auditors gave a clean limited review report. A routine filing for a ₹26 cr market-cap firm.
Abhishek Finlease Q1 profit rises to ₹3.48 lakh
The nano-cap NBFC's net profit of ₹3.48 lakh in Q1 FY27 is up from ₹2.16 lakh a year ago and reverses a loss of ₹1.67 lakh in the previous quarter.
Shriram Finance Q1 transcript is a record, not news
The transcript of the July 24 call adds no new information beyond what was already shared during the live event and results press release.
Manba Finance posts 38% revenue growth, declares ₹0.25 interim dividend
Q1 net profit rises 36% to ₹13.26 cr; dividend minimal at ₹0.25 per share against market cap of ₹658 cr.
Five-Star lifts credit cost view, trims ROA target despite record lending
Record ₹1,496 cr quarterly disbursements, but credit cost guidance raised to 1.9% and ROA target cut to 6.0%-6.5% as technical write-offs loom.
Five-Star's record ₹1,496 cr disbursements power Q1 growth
Net profit rises 2% YoY to ₹271 cr; AUM up 10%. GS3 edges to 3.46% but cost of funds drops. Management reiterates 20% AUM growth guidance.
Five-Star Business Finance Q1 profit up but asset quality slips
Net profit at ₹271.4 cr on income of ₹838.7 cr; gross stage 3 rises to 3.46%, credit costs slightly above guidance.
Five-Star Q1 net profit flat, asset quality softens within band
Net profit at ₹271.4 crore versus ₹266.3 crore last year; gross Stage 3 inches up to 3.46% from 3.37%. Board approves routine appointments.
SBFC Finance sees small-loan stress, guides credit costs higher
CEO flags loan conversion drop to ~35% and rising household debt. Q1 AUM up 27% to ₹11,922 cr, PAT up 29% to ₹130 cr, NIM at 10.6%.
Emerald Finance profit surges 53%, enters gold and education lending
Q1 net profit hit ₹4.88 cr on 40% revenue growth. Two new partnerships take the NBFC beyond personal loans and Earned Wage Access.
SBFC Finance Q1 profit rises 29% to ₹130 cr
Net profit hit ₹130.12 crore for the June quarter, with total income climbing to ₹491.57 crore. Gross NPA improved to 2.66% from 2.78% a year ago. The board also approved employee stock options.
SBFC Finance Q1 net profit jumps 29% to ₹130.1 cr
Revenue rises 26%, asset quality stable at 2.66% GNPA; routine filing with no strategic news.
Fedbank Financial's Q1 transcript adds nothing new after results
The earnings call transcript for Q1 FY27 reiterates guidance already known. The market absorbed the 52.5% profit jump two weeks ago.
L&T Finance transcript adds nothing new to Q1 results
The Q1 FY27 earnings call transcript confirms net profit of ₹902 crore (up 29%) and retail disbursements of ₹23,852 crore (up 36%). Both were already disclosed in the quarterly results on July 13.
Aye Finance to consider ₹200 cr NCD issue after IPO
The board committee will meet on July 23 to approve up to ₹200 crore in secured debentures, with a ₹20 crore greenshoe option. The move follows a ₹1,010 crore IPO in February and aims to lower borrowing costs.
Indostar Capital plans ₹6,000 cr NCD raise, more than its market cap
The board will meet on July 29 to approve the proposal, which exceeds the company's ₹4,176 cr market cap and signals an aggressive growth push.
Swarna Securities Q1 profit bounces to ₹16.47 lakh, all from other income
Net profit more than quintupled sequentially after a weak Q4, but the company still has no operational revenue and remains a tiny nano-cap.
Regency Fincorp Q1 profit doubles, digital loan book takes shape
PAT jumps 122.6% to ₹7.0 cr, income up 86.5%; secured loan book grows 45%; Cash My Salary builds ₹23.4 cr portfolio in first quarter.
HDB Financial's Q1 transcript adds nothing new
The earnings call transcript, released a day after the live call, confirms already-reported 38% profit growth and Shikhar AI launch. No incremental market-moving information.
Premier Capital's Q1 profit driven by other income, not operations
Net profit of ₹24.71 lakh reverses year-ago loss of ₹16.77 lakh, but revenue remains modest at ₹15.44 lakh; other income more than double that figure.
Premier Capital swings to profit, but other income drives the show
Q1 net profit of ₹24.71 lakh versus a year-ago loss, but revenue from operations is modest at ₹15.44 lakh while other income hits ₹31.36 lakh.
SG Finserve partners BharatPe, Successfully for digital merchant lending
Fully digital, paperless lending product for micro merchants launched. No revenue or AUM targets disclosed.
F Mec profit surges to ₹3.16 cr in Q1
Revenue jumps 306% to ₹8.02 cr. Nano-cap NBFC nears final BSE nod for name change to Dhruja Finance.
SG Finserve targets ₹300 cr PBT for FY27, up 75%
CEO Vinay Gupta guided for record profit before tax of around ₹300 crore, with loan book growing to ₹5,500 crore by March 2027. No equity raise needed.
Poonawalla Fincorp targets 3-3.5% ROA by June 2028, Q1 profit hits ₹308 cr
Management lays out a path to nearly double return on assets in three years, backed by yield expansion and credit cost declines. Q1 net profit rose 20.8% QoQ to ₹308 crore, with ROA at 1.98%.
Poonawalla Fincorp board ratifies Q1 numbers already out: net profit ₹307.71 cr
Formal board nod for Q1 FY27 results that showed revenue up 77% to ₹2,330 cr and PAT surging to ₹307.71 cr from ₹62.60 cr a year ago. The filing also confirmed no deviation in ₹2,500 cr QIP usage.
Poonawalla Fincorp Q1 press release confirms strong numbers, offers no surprises
Net profit grows 20.8% QoQ to ₹308 cr, AUM at ₹67,054 cr, asset quality stable. All data already disclosed.
Roselabs files merger with Lodha Developers at NCLT, net loss widens to ₹5.47 lakh
Quarterly loss crept higher to ₹5.47 lakh with no operating revenue. The bigger story: the merger with Lodha Developers is now before the NCLT for approval.
Paterson & Co exits India Cements Capital entirely, selling 18.42% stake
The non-promoter entity sold its remaining 40 lakh shares off-market on 17 July, completing a series of reductions from over 24% in recent weeks.
Poonawalla Fincorp Q1 net profit jumps to ₹307.71 cr
Revenue rises 77% YoY to ₹2,330 cr, QIP use confirmed. Trailing P/E of 71.5x leaves little room for error.
Nalin Lease profit jumps 21% in Q1, no surprises
The small NBFC earned ₹1.11 crore in the June quarter, up from ₹0.92 crore a year ago. A routine quarterly update with no guidance changes or strategic moves.
Muthoot Capital slashes FY27 AUM target, exits co-lending
Concall reveals AUM goal cut to ₹4,200 crore from ₹4,500 crore. Co-lending fully wound down despite prior EV partnership talk. Rating upgrade to AA-stable and NPAs at 3.49%.
Muthoot Capital swings to ₹8 cr profit as bad loans drop
Q1 net profit of ₹8.12 crore reverses a year-ago loss of ₹4.67 crore, aided by a sharp fall in provisions after the sale of a stressed loan pool.
PNB Gilts' profit halved as securities gains vanish
Net profit fell to ₹8,069.80 lakhs from ₹16,007.07 lakhs a year ago as net gains on securities crashed to ₹1,823.20 lakhs from ₹15,668.92 lakhs. Finance costs stayed elevated at ₹33,076.20 lakhs.
Jio Financial's all-five-vertical profit inflection lifts Q1 PAT 156% to ₹830 cr
Every operating vertical reached profitability in the June quarter. The group's AI-native architecture is scaling without proportional cost increases, but management declined to provide full-year targets.
Geetanjali Credit wants ₹90 cr rights — 30x its market cap
The nano-cap NBFC with a ₹3 cr market cap, zero revenue, audit qualifications, and a ₹5.3 cr tax demand plans a rights issue of ₹90 cr, 30 times its current valuation.
Jio Financial's lending blitz drives 156% profit jump to ₹830 cr
Consolidated income up 141% to ₹1,496 cr; NBFC AUM 2.6x to ₹30,667 cr. One-time dividend boosted PAT, but underlying momentum is broad.