NSE: POONAWALLA · BSE: 524000 · ISIN INE511C01022
Poonawalla Fincorp Limited stock analysis
Poonawalla Fincorp Limited ranks #1563 in the TickerSutra evidence-ranked universe with a score of 52/100 and 95% data confidence. The latest captured fundamentals show ROCE of 7.5%, quarterly sales growth of 77.3% and quarterly profit growth of 391.6%.Monitor only
INVESTMENT EVIDENCE
What supports—and challenges—the thesis
Evidence in favour
- 46.1% three-year sales CAGR
- Institutional ownership is rising
- CWIP indicates an active capacity pipeline
- No promoter shares are reported as pledged
Risks and constraints
- Debt/equity is above 0.5×
- CFO/EBITDA is below 0.6×
- Extreme base-effect growth requires manual validation
- Valuation is above 40× earnings
Still unresolved: Related-party exposure · Broad media sentiment
FINANCIAL TRAJECTORY
Recent operating history
| Period | Revenue | Operating profit | Net profit | Operating margin |
|---|---|---|---|---|
| 2022 | ₹1,540cr | ₹408cr | ₹375cr | 26.0% |
| 2023 | ₹2,177cr | ₹744cr | ₹685cr | 34.0% |
| 2024 | ₹5,418cr | ₹3,588cr | ₹1,683cr | 66.0% |
| 2025 | ₹4,190cr | ₹-103cr | ₹-98cr | -2.0% |
| 2026 | ₹6,790cr | ₹814cr | ₹542cr | 12.0% |
| TTM | ₹7,806cr | ₹1,142cr | ₹787cr | 15.0% |
EXCHANGE EVENT TRIGGERS
Latest corporate disclosures
Intimation w.r.t Credit Rating
RoutinePoonawalla Fincorp Ltd - 524000 - Board Meeting Intimation for Board Meeting Intimation For Consideration And Approval Of The Unaudited Financial Results Of The Company For The Quarter Ending September 30, 2026.BSE · 29 Sept 2026Poonawalla Fincorp Ltdhas informed BSE that the meeting of the Board of Directors of the Company is scheduled on 09/10/2026 ,inter alia, to consider and approve the unaudited financial ....
RoutineTrading WindowBSE · 29 Sept 2026Poonawalla Fincorp Limited has informed the Exchange regarding the Trading Window closure pursuant to SEBI (Prohibition of Insider Trading) Regulations, 2015
RoutineCopy of Newspaper PublicationNSE · 29 Sept 2026Poonawalla Fincorp Limited has informed the Exchange about Copy of Newspaper Publication
RoutinePoonawalla Fincorp Ltd - 524000 - Announcement under Regulation 30 (LODR)-Newspaper PublicationBSE · 29 Sept 2026Intimation w.r.t Newspaper Publication
MANAGEMENT COMMENTARY
Signals from filed documents
As far as opex-to-AUM concerned, I have actually said that you should be prepared for a 15 to 25 basis point upside as well. But despite that, we are confident of ROAs moving structurally strength-to-strength and the increase in opex-to-AUM, we might see if at all, we club in a few branches growth in a certain quarter, which is also something as a precaution I'd like to give. I also gave it last quarter, but you saw
Members are requested to note that if appointed, B. Khare & Co., Chartered Accountants shall be paid audit fees of H 1,10,00,000/- (Rupees One Crore Ten Lakh Only) including regulatory certificates and professional fees for other certification as may be required, depending on their roles and responsibilities and scope of work, in addition to any out of pocket expenses, outlays and taxes, as applicable. In addition, t
• The 6 MoB 30+ of the most recent cohort is approximately 0.64%, which is 41 basis points lower than the previous quarter's origination, which we had shared, which is itself approximately 30 basis points lower than the previous one. • We continue to drive efficiency across the organization as well as benefit from operating leverage. Our opex to AUM has already declined year-on-year from 4.76% in Q4FY25 to 4.13% at t
Adar Cyrus Poonawalla retires by rotation at the ensuing AGM and being eligible, seeks re-appointment in terms of Section 152(6) of the Companies Act, 2013. His appointment as a non-executive, non-independent Director was approved by the shareholders on August 28, 2021 in accordance with the terms of his appointment, he is liable to retire by rotation. Details of remuneration last drawn Sitting fees of Rs 4 Lakh paid
The facility of participation at the AGM through VC/OAVM will be made available for 1000 Members on first come first served basis. This will not include large shareholders (shareholders holding 2% or more shareholding), Promoters, institutional investors, Directors, Key Managerial Personnel, the Chairpersons of the Audit Committee, Nomination and Remuneration Committee and Stakeholders Relationship Committee, Statuto
HOW TO READ THIS PAGE
Evidence, freshness and limitations
What does the TickerSutra score mean?
The score ranks captured evidence across financial quality, growth, moat and margins, regulatory catalysts, governance, institutional trend and valuation comfort. It is a research-prioritization tool—not a buy recommendation or price target.
Which sources support this page?
Financial history, ownership and pledge data, NSE and BSE filings, annual reports and available earnings-call transcripts are combined here. Use the source trail and original exchange document before relying on a decision-critical fact.
Why can an item be unresolved?
Unresolved means the current captured source window did not provide enough evidence for that check. It does not establish that a risk or relationship is absent.
Maintained by TickerSutra Research · Snapshot updated 29 Sept 2026 · Read the methodology · Read the disclaimer
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