Capri Global Capital Limited – Investor Presentation Summary

Key Operational Highlights

  • Consolidated AUM grew ~52% CAGR during FY24-Q1FY27
  • Operates 1,433 branches across 20 states & UTs with ~5,667 employees
  • Portfolio comprises >84% retail AUM and ~100% secured loan book
  • Key drivers: Branch expansion, product diversification, and technology adoption

Segment-wise Performance

  • Gold Loans: AUM not specified, Yield ~19.07%, LTV ~73.35%, Average Ticket Size ~₹0.19 million
  • MSME Loans: AUM not specified, Yield ~17.62%, LTV ~44.88%, Average Ticket Size ~₹1.19 million
  • Construction Finance: AUM not specified, Yield ~18.28%, Cover >1.50x, Average Ticket Size ~₹217.58 million
  • Housing Finance: AUM not specified, Yield ~13.58%, LTV ~56.78%, Average Ticket Size ~₹1.95 million
  • Fee-based businesses: Car loan distribution and insurance distribution providing asset-light income streams

Financial Highlights

Consolidated Figures (₹ million):

  • Revenue from operations: FY24 ₹23,129, FY25 ₹32,475, FY26 ₹47,311, Q1FY27 ₹15,765
  • Finance costs: FY24 ₹8,359, FY25 ₹12,736, FY26 ₹17,298, Q1FY27 ₹5,865
  • Profit After Tax: FY24 ₹2,794, FY25 ₹4,785, FY26 ₹9,492, Q1FY27 ₹3,534
  • Net Interest Margin: 9.63%
  • Yield on Assets: 17.47%
  • Return on Assets (RoAA): Q1FY27 4.1%
  • Return on Equity (RoAE): Not specified

Geographical Revenue Split

  • Domestic vs Export: Not specified
  • Regional presence: 20 states & UTs with focus on Tier 2/3/4 cities
  • Expansion plans: Telangana, Karnataka, Tamil Nadu, Andhra Pradesh, Odisha, Uttar Pradesh

Balance Sheet Snapshot

Consolidated (₹ million):

  • Total Equity: FY24 ₹38,366, FY25 ₹43,041, FY26 ₹72,035, Q1FY27 ₹75,655
  • Borrowings: FY24 ₹104,069, FY25 ₹155,768, FY26 ₹241,121, Q1FY27 ₹276,297
  • Cash and bank balances: FY24 ₹6,746, FY25 ₹15,312, FY26 ₹21,229, Q1FY27 ₹29,466
  • Assets under financing activities: FY24 ₹134,212, FY25 ₹182,515, FY26 ₹281,499, Q1FY27 ₹312,855
  • Debt-to-Equity: 3.7x
  • CRAR: 24.7% (standalone)

Capex & Cash Flow Health

  • Capital Expenditure: Not specified
  • Free Cash Flow: Not specified
  • Operating Cash Flow: Not specified
  • Maintains minimum 3 months of liquidity coverage at any given point

Strategic & R&D Initiatives

  • Technology investments: In-house developed advanced technology platform with AI tools for cost efficiency
  • Product diversification: Scaling existing verticals and adding new products
  • Geographic expansion: Opening new branches in existing and new states
  • Co-lending partnerships: 11 partner banks, CGCL retains 20-30% share
  • Liability management: Diversifying borrowings through NCDs/CPs, widening lender base

Industry Trends & Business Environment

  • Focus on underserved markets in Tier 2/3/4 cities
  • Growing demand for secured retail lending products
  • Regulatory environment: RBI guidelines compliance with 15% minimum CRAR requirement

Management Commentary & Growth Outlook

  • Strategic outlook: Offer customized products to underserved high-growth markets
  • Focus on revenue diversification and cross-selling to large customer base
  • Leverage technology and data science for operational excellence
  • Growth targets: Not specified quantitatively
  • Risks: Maintain NNPA below 5%, minimum CRAR 15%, security coverage ratio ≥1.0x

ESG Updates

  • ESG Ratings: SES ESG 75 (B+), NSE Sustainability 69, CRISIL ESG 64 (Strong), S&P SPO rated "Good"
  • DJSI Corporate Sustainability Assessment: 70 (Industry Average 30)
  • Training programs on ESG principles for Board and KMPs
  • Zero disciplinary actions for corruption or conflict of interest