Poonawalla Fincorp Ltd will host a virtual analyst and institutional investor meet on June 30, 2026, as part of the Goldman Sachs Asia Financials Corporate Day 2026 June. The company disclosed this schedule in a regulatory filing submitted to the exchanges on June 19, 2026, pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

The meeting will be conducted virtually, allowing analysts and institutional investors to engage with the company's management. The presentation to be delivered during the session has been made available on the official website of Poonawalla Fincorp.

The schedule for the investor interaction is detailed below:

The company noted that the schedule is subject to change due to exigencies on the part of the investors or the company. The disclosure was signed by Shabnum Zaman, Company Secretary and ACS-13918.

Poonawalla Fincorp has attracted fresh institutional attention as global brokerage firm Jefferies initiated coverage on the non-banking financial company with a Buy rating and a target price of ₹490. The initiation reflects Jefferies' confidence in the company's ongoing transformation, driven by a new leadership team, a broadening product portfolio, an expanding distribution network, and more robust underwriting standards.

Jefferies' Investment Thesis

Jefferies highlighted several structural catalysts underpinning its positive outlook on Poonawalla Fincorp. The brokerage pointed to the benefits of a new leadership team steering the company's strategic direction, alongside deliberate efforts toward product expansion and network build-out. Strengthened underwriting practices were also cited as a key differentiator expected to improve asset quality and reduce credit costs over the medium term.

The key parameters of Jefferies' coverage initiation are summarised below:

Growth and Profitability Projections

Jefferies projects a 33% AUM CAGR for Poonawalla Fincorp, reflecting expectations of rapid loan book expansion supported by the company's product diversification and wider distribution reach. The brokerage also anticipates improved net interest margins and lower credit costs as underwriting quality strengthens, both of which are expected to contribute to sharp earnings growth over the forecast horizon.

A particularly notable projection is the anticipated expansion in return metrics. Jefferies expects ROA/ROE to expand to 16% by FY29, compared to 6% in FY26, indicating a significant improvement in capital efficiency and profitability as the company scales its operations.

Key Drivers Highlighted by Jefferies

The brokerage's optimism is anchored in the following drivers:

• New leadership team bringing strategic clarity and execution focus
• Product expansion broadening the addressable market and revenue streams
• Network build-out enhancing distribution reach and customer acquisition
• Stronger underwriting expected to lower credit costs and improve asset quality
• Improved NIMs contributing to better net interest income over time
• Sharp earnings growth anticipated as operational leverage builds

The initiation by Jefferies underscores growing institutional interest in Poonawalla Fincorp's medium-to-long-term growth potential, with the brokerage's projections pointing to a meaningful re-rating opportunity as the company executes on its strategic priorities.