Five-Star Business Finance Limited — Investor Meet, 06-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Five-Star Business Finance posted strong Q4 FY26, with unique customer collection efficiency at 98.1% and slippage ratio dropping to 0.7%. NPAs held stable at 3.37%. Q4 disbursements jumped 24% QoQ to INR 1,213 crore, contributing to 11% AUM growth for FY26. Full-year PAT grew 2% to INR 1,099 crore, with ROE at 16%. Management signaled the worst is behind, targeting 20% AUM growth for FY27. They've restructured teams for better business and collections focus. Credit cost outlook for FY27 is 1.7-1.75%, stabilizing at 1.5-1.6%. Company remains confident about its business model and growth trajectory.