Poonawalla Fincorp’s Q4 ROA surged to 2.1%, the first time it has crossed the 2% threshold, according to the company’s filing.
The lender reported stronger net interest margins and improved asset quality, underscoring a solid operating performance.
Management’s adherence to guidance further bolstered investor confidence, with analysts now projecting a 10‑12% trading rally as the firm’s margins remain resilient against higher rates and RBI liquidity measures.
While the broader NBFC sector may face margin compression, Poonawalla’s diversified portfolio and proactive risk management position it to outperform peers in the coming months.