Power Finance Corporation Limited investor meet summary

Investor meet of 21 May 2025, summarised by AI from the filing.

LPS scheme nearly over; few disbursements expected in FY26, impacting growth.

Key takeaways

1. Risk LPS scheme nearly over; few disbursements expected in FY26, impacting growth.

Original filing on BSE

Power Finance Corporation Limited Q1 FY27 results

As filed: Revenue ₹28,527 cr (0% year on year), EBITDA ₹28,492 cr (+1% year on year), PAT ₹8,998 cr (0% year on year), EBITDA margin 99.9% (+62 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

• Q4 FY26: Revenue ₹28,920 cr (−1% year on year), EBITDA ₹28,504 cr (+5% year on year), PAT ₹8,598 cr (+3% year on year), EBITDA margin 98.6% (+584 bps). Score 47 of 100, In line with trend. Revenue, EBITDA and profit growth were below the company's own trend. EBITDA margin rose 584 bps year on year. Share price after the results: −4.5% in 30 days (Nifty 500: +1.3%).
• Q3 FY26: Revenue ₹29,095 cr (+9% year on year), EBITDA ₹28,064 cr (+6% year on year), PAT ₹8,212 cr (+6% year on year), EBITDA margin 96.5% (−193 bps). Score 52 of 100, In line with trend. Revenue, EBITDA and profit growth were in line with the company's own trend. EBITDA margin fell 193 bps year on year. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: −1.6% in 29 days (Nifty 500: −4.5%).
• Q2 FY26: Revenue ₹28,890 cr (+12% year on year), EBITDA ₹27,375 cr (+8% year on year), PAT ₹7,834 cr (+9% year on year), EBITDA margin 94.8% (−381 bps). Score 45 of 100, In line with trend. Revenue, EBITDA and profit growth were in line with the company's own trend. EBITDA margin fell 381 bps year on year. Profit fell 13% from last quarter. Revenue rose ₹3,168 cr on a year ago, against ₹3,331 cr the year before. Share price after the results: −8.7% in 28 days (Nifty 500: +1.4%).
• Q1 FY26: Revenue ₹28,539 cr (+15% year on year), EBITDA ₹28,327 cr (+16% year on year), PAT ₹8,981 cr (+25% year on year), EBITDA margin 99.3% (+52 bps). Score 60 of 100, In line with trend. Revenue, EBITDA and profit growth were in line with the company's own trend. EBITDA margin rose 52 bps year on year. Revenue rose ₹3,822 cr on a year ago, more than the ₹3,725 cr it added the year before. Share price after the results: −4.6% in 30 days (Nifty 500: +0.1%).
• Q4 FY25: Revenue ₹29,265 cr (+21% year on year), EBITDA ₹27,135 cr (+10% year on year), PAT ₹8,358 cr (+11% year on year), EBITDA margin 92.7%. Score 51 of 100, In line with trend. Revenue, EBITDA and profit growth were in line with the company's own trend. Revenue rose ₹5,124 cr on a year ago, more than the ₹4,080 cr it added the year before. Share price after the results: +0.7% in 30 days (Nifty 500: +2.0%).
• Q3 FY25: Revenue ₹26,798 cr (+300% year on year), EBITDA ₹26,367 cr (+300% year on year), PAT ₹7,760 cr (+300% year on year), EBITDA margin 98.4% (+178 bps). Score 99 of 100, Above trend. Revenue, EBITDA and profit growth were well above the company's own trend. EBITDA margin rose 178 bps year on year.
• Q2 FY25: Revenue ₹25,722 cr (+15% year on year), EBITDA ₹25,354 cr (+11% year on year), PAT ₹7,215 cr (+9% year on year), EBITDA margin 98.6%. Score 52 of 100, In line with trend. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

Power Finance Corporation Limited earnings call, investor presentation and press release summaries

• Q4 FY25: Results deck (21 May 2025)
• Other events: Investor meet (21 May 2025)