Aye Finance Limited has announced scheduled meetings with analysts and institutional investors for April 15-16, 2026, in Mumbai. The company formally notified BSE Limited and National Stock Exchange of India Limited about these investor engagement sessions on April 9, 2026.

Meeting Details and Schedule

The investor meetings are structured to accommodate various participant preferences and requirements. Company officials will conduct both individual and group meetings with investors and analysts over the two-day period.

Regulatory Compliance and Information Sharing

The meetings are being conducted in accordance with SEBI (Listing Obligations and Disclosure Requirements) Regulations 2015. Company officials have specifically clarified that all discussions during these investor interactions will be based exclusively on publicly available information.

Aye Finance Limited has emphasized that no unpublished price sensitive information is intended to be discussed during the meetings. This approach ensures full compliance with regulatory requirements and maintains transparency in investor communications.

Operational Flexibility

The company has noted that the meeting schedule may be subject to changes due to exigencies on the part of either participants or the company. This flexibility allows for accommodation of any unforeseen circumstances that may arise during the two-day engagement period.

The notification was signed by Vipul Sharma, Company Secretary, Compliance Officer & CCO, who holds membership number A27737. The digital signature was applied on April 9, 2026 at 17:14:26 IST, confirming the official nature of the communication to both stock exchanges.

Aye Finance Limited has delivered robust business performance in FY26, demonstrating strong growth momentum coupled with enhanced asset quality metrics. The company announced its provisional business performance for the quarter and year ended March 31, 2026, through an official press release submitted under SEBI Regulation 30, highlighting significant improvements across key operational parameters.

Strong Portfolio Growth Performance

The company achieved substantial growth in its loan portfolio during FY26, with key metrics showing consistent improvement across quarters.

The Assets Under Management grew from ₹5,534 crore in FY25 to ₹7,044 crore in FY26, representing a 27% annual increase. Quarterly performance remained strong with 11% quarter-on-quarter growth in Q4FY26. Disbursements showed consistent momentum with 20% annual growth and an impressive 26% quarter-on-quarter increase in Q4FY26.

Significant Asset Quality Improvement

Aye Finance demonstrated marked improvement in asset quality metrics throughout FY26, with consistent month-over-month enhancement across all key indicators.

The PAR X metric, representing total overdue across all DPD buckets, reduced by 115 basis points from 8.03% in October 2025 to 6.88% in March 2026. The 1-90 DPD category showed improvement both in absolute terms, declining from ₹175 crore to ₹132 crore, and as a percentage, dropping to 1.87% by March 2026. GNPA reduced by 17 basis points to 4.77% in Q4FY26.

Enhanced Collection Efficiency

Collection efficiency metrics reached record levels during FY26, supporting the overall improvement in asset quality. The company maintained consistent month-over-month improvement across collection parameters.

March 2026 collection efficiency registered the highest levels for FY26, reaching 99.50% for Non-OD and 62.50% for Bucket 1 categories. Bucket 1 refers to overdue cases below 30 DPD, showing significant improvement throughout the year.

Regional Performance Stability

The company's top three states, contributing 43% of AUM, demonstrated consistent collection efficiency improvements. Bihar, Uttar Pradesh, and Rajasthan all achieved collection efficiency levels above 99.50% by March 2026, with Rajasthan leading at 99.70%. This regional stability supports the company's diversified portfolio strategy across 18 states and 3 union territories.

Management Commentary

Commenting on the performance, Mr. Sanjay Sharma, Managing Director of Aye Finance Limited, highlighted the company's strong finish to FY26. He emphasized the improvement in asset quality metrics and collection efficiency as indicators of both customer strength and disciplined lending practices. Sharma noted that the company's well-diversified portfolio across more than 70 business clusters has provided stability during uncertain market conditions. He outlined the company's focus on steady and responsible growth for the new financial year, with continued emphasis on technology and data-driven approaches to reach more micro-enterprises while maintaining sustainable business practices.