Ugro Capital earnings calls.
Financial Services · 2 quarters tracked · source-linked performance, management guidance and promise context.
Latest revenue
₹628 Cr
financial record pending verification
Quarters tracked
2
source records in the directory
Delivery assessment
0
Across 2 tracked commitments: 0 delivered, 2 missed.
Call date
2026-05-15
latest available source date
Signal trajectory
0 actual quartersCurrent read
0/100
Across 2 tracked commitments: 0 delivered, 2 missed.
Latest source read
What changed this quarter?
Ugro Capital reported Q4 FY26 revenue of ₹628 crore, up 51% YoY, driven by strong growth in focus verticals (EM LAP and embedded finance) which now constitute 38% of AUM (vs 33% last quarter). PAT grew 26% YoY, but included a one-time restructuring cost of ₹25 crore. The company is executing a strategic pivot away from the intermediated prime book, which is running down as planned, while focus verticals grow at ~25% CAGR. Management reiterated FY29 targets: 85% AUM in focus verticals, opex reduction from ₹750 crore to ₹490 crore in FY27, and steady-state ROA of 3-3.5%. Key risk: credit costs may rise as the unsecured embedded finance portfolio seasons, though management expects them to stay around 2%.
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Signal
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Revenue
₹628 Cr
Source date
2026-05-15
Across the record
Quarter history.
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