Poonawalla Fincorp shares rallied following strong Q2 earnings with sharp growth in AUM, profit and asset quality improvement

Mon 12 Oct 2026

AUM growth YoY

55 percent

AUM level

over 74,000 crore rupees

NII growth excluding fees

81 percent

NII excluding fees

1,380 crore rupees

Gross NPA decline

17 basis points

Heard on business television between 13:51:05 - 13:54:05 IST.

• AUM grew 55 percent year-on-year to over 74,000 crore
• NII excluding fees rose 81 percent to 1,380 crore; operating profit more than doubled and PAT surged more than five times
• Gross NPAs declined 17 basis points sequentially to 1.2 percent while ROA increased to around 2.18 percent
• Portfolio yield improved 45 basis points sequentially to around 14.08 percent, and including fees expanded 16 basis points to 9.26 percent
• Management said fresh disbursement yields are about 200 basis points higher than portfolio yields, supporting further margin expansion, and guided 35-40 percent AUM growth with credit costs expected to moderate
• On proposed IRDAI commission restrictions, management expects stronger lending spreads and operating leverage to absorb fee income pressure

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