IndoStar Capital Finance Limited — Investor Meet, 03-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

IndoStar Capital's Q4 FY26 earnings call highlighted a strategic pivot to profitable, quality growth. Disbursements grew 17% QoQ to INR1,306 Cr, with AUM reaching INR8,056 Cr. Net Interest Income rose 20% YoY to INR215 Cr, and NIM hit 8.7%. A Q4 net loss of INR424 Cr resulted from a INR326 Cr Security Receipts provision and INR49 Cr management overlay. FY26 PAT was INR130 Cr. Management aims for 35% CAGR in disbursements and INR450-500 Cr PAT by FY29. New underwriting improved asset quality significantly, with non-starter DPD down 68%. Micro LAP is scaling. Management is confident in its refined strategy, operational efficiency, and strong foundation for accelerated, profitable growth.