Capri Global Capital Limited — Investor Meet, 11-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Capri Global Capital's Q1 FY26 saw AUM grow 42% YoY to INR24,754 Cr, driven by strong gold (+69%) and housing (+32%) loan growth. Profit After Tax surged 131% to INR175 Cr, with cost-to-income improving to 46%. A recent INR2,000 Cr QIP significantly boosted capital. Management projects 30% AUM growth for the next three years, targeting INR50,000 Cr AUM by FY28, with ROAE of 16-17% and ROAA of 4% by FY27. Gross Stage 3 assets remain controlled at 1.7%. The company is confident in its secured lending model, tech adoption, and geographic expansion, anticipating lower funding costs.