Muthoot Capital Services reported FY26 AUM of INR3,441 crore, including a new INR100 crore direct assignment deal, with significant growth in its own portfolio offsetting co-lending degrowth.
Asset quality showed improvement with flow forward rate dropping to 0.43% from 0.80%, though GNPA rose to 6.96% due to a INR15.51 crore corporate loan (Up Money) recognition as NPA.
Management outlined FY27 targets including INR3,000 crore disbursements, continued digital/AI transformation, and plans for a INR400 crore equity raise via CCPS to support growth and maintain promoter stake above 51%.