Ugro Capital Presents Investor Presentation for Q2 FY27
Ugro Capital released its Q2 FY27 investor presentation. Total AUM reached ₹15,019 crore, with focused products comprising 53% of AUM. Disbursements were ₹3,159 crore in Q2 FY27. The Profectus merger is progressing, with NCLT hearing on Nov 20, 2026. Company targets 3.0-3.5% ROA by FY29 and no new equity for 3 years.
The investor presentation provides a comprehensive update on the company's strategic direction, financial performance, and future outlook, including key targets and merger progress, which are material for investors.
The announcement is positive due to strong growth in focused business verticals, stable asset quality, progress in the merger, and clear future growth and profitability targets, including no new equity dilution.
Ugro Capital Limited has released its investor presentation for the quarter and half-year ended September 30, 2026. The presentation details the company's journey, strategic realignment, and performance updates.
The company's AUM stood at ₹15,019 crore as of September 30, 2026. Focused products, comprising Emerging Market LAP and GROx, now constitute 53% of the total AUM, up from 32% in December 2025. Disbursements for Q2 FY27 reached ₹3,159 crore, with monthly disbursements exceeding ₹1,000 crore.
Asset quality remained stable, with Gross Non-Performing Assets (GNPA) at 2.7% of AUM, and 1.7% for focused products. The collection efficiency was reported at 97% for Q2 FY27.
The presentation also covers the ongoing merger with Profectus, which has received approvals from shareholders and creditors and awaits final NCLT hearing on November 20, 2026. Post-merger, the company expects a CRAR of approximately 22% and aims for a steady-state Return on Assets (ROA) of 3.0-3.5% by FY29. The company is focused on growing its Emerging Market LAP and GROx verticals, with planned annual growth rates of 20-30% and 35-40% respectively. Management has reiterated its commitment to not seeking new equity for three years, with growth funded through internal accruals.
Key financial metrics for Q2 FY27 include a Profit Before Tax (PBT) of ₹68 crore and a Return on Equity (ROE) of 6.8% (pro forma annualized). The portfolio yield stood at 18.7%. The company's liability book is well-diversified, with approximately 68% of borrowings having a tenure beyond three years.
What to do with a filing like this
Ugro Capital Limited filed this with the NSE as a statutory disclosure, categorised under investor presentation. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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See the model portfoliosA plain-language summary of a public exchange filing by Ugro Capital Limited. Read the original for the full detail.