Poonawalla Fincorp Limited has announced its schedule for institutional investor meetings to be held in Asia later this month. The company filed the disclosure under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 on January 20, 2026.

Meeting Schedule and Details

The financial services company has planned physical meetings with institutional investors across two major Asian financial hubs during a five-day period.

Presentation Materials and Accessibility

The company has made the presentation materials for these investor meetings publicly available on its official website at www.poonawallafincorp.com . This ensures transparency and allows broader access to the information that will be shared with institutional investors during the meetings.

Regulatory Compliance and Flexibility

The announcement was made in compliance with SEBI's listing regulations, specifically Regulation 30 which mandates disclosure of material events and information. Poonawalla Fincorp has indicated that the meeting schedule may undergo changes due to exigencies on the part of either the attendees or the company itself, providing necessary flexibility for the planned engagements.

The disclosure was signed by Company Secretary Shabnum Zaman (ACS-13918) and filed with both BSE Limited and the National Stock Exchange of India Limited as part of the company's regulatory obligations.

Poonawalla Fincorp shares climbed 3.47% in early Monday trading, touching an intraday high of ₹492.60 before settling at ₹466.15 around midday, as investors responded positively to the non-banking finance company's exceptional third-quarter results. The stock's advance reflects strong investor confidence despite mixed analyst assessments following the company's remarkable financial performance.

Stock Performance and Market Response

Trading activity remained robust with volumes reaching 41.21 lakh shares worth ₹197.00 crore by midday, though sellers dominated at 85% of transactions. The stock has delivered impressive returns of 48% over the past year, although it remains 18% below its October peak of ₹570.00.

Exceptional Financial Performance

The company's Q3 financial results demonstrated outstanding growth across key performance metrics, driving the positive market sentiment:

The company's profit after tax surged 102% quarter-on-quarter to ₹150.00 crore, while return on assets improved to 1.20%. Assets under management grew robustly by 78% year-on-year to ₹55,017.00 crore, driven by strong performance across consumer and commercial lending segments.

Mixed Analyst Outlook

Analyst opinions remain divided despite the strong operational performance. JM Financial upgraded its rating to REDUCE from SELL, raising the target price marginally to ₹430.00 from ₹425.00, citing expensive valuations at 2.30 times price-to-book ratio despite improved profitability. Conversely, Motilal Oswal maintained a BUY rating with a ₹610.00 target, highlighting the company's profitability inflection point and strong growth trajectory.

Strategic Capital Expansion

The company's board has approved raising up to ₹5,500.00 crore through equity issuance to support ambitious growth plans targeting 35-40% annual AUM growth. While this capital raise provides financial flexibility for expansion, analysts note it will moderate near-term return on equity. The strategic move positions Poonawalla Fincorp to capitalize on growth opportunities in the evolving financial services landscape.