A

AYE FINANCE LIMITED

AYENSE
Market snapshot · 2026-08-11 14:54 UTC

178.78

+₹0.84 (+0.47%)

MARKET CAP

₹4.37K Cr

STOCK P/E

18.4x

52W HIGH

₹197.29

52W LOW

₹88.22

BOOK VALUE

₹114.68

EPS

₹9.72

ROE

SECTOR

Financials

GROSS NPA

0.00%

VOLUME

6.42L

P/B RATIO

1.56x

NET NPA

0.00%

Sector

Financials

Themes

Consumer Finance
₹176.06₹154.80₹133.54₹112.28₹91.02VolumeFeb '26Mar '26Apr '26Apr '26May '26Jun '26Jul '26Aug '26

AI Summary

✦ Clartha

Valuation Metrics

Trading 21.4% above historical median. Valuation is rising — currently in the strongly overvalued zone (z-score: +1.24). Confidence: 81%.

Live forward EPS implies next-12-month EPS of ₹18.90. Applying the stock's normalized valuation corridor produces a fair range of ₹229.82 to ₹320.35, with base value near ₹273.10 (+53.5% vs current price).

Forward Valuation Outlook

Live forward estimate anchored to the company's historical valuation corridor.

Below normalized range

Forward EPS

₹18.90

Forward P/E

9.4x

Base Fair Value

₹273.10

Fair Range

₹229.82 - ₹320.35

Upside To Base

+53.5%

Estimate Source

Live forward EPS

Growth Estimate

+91.1%

P/B
Fair

5Y Average

1.51

Current

1.55

Overvalued

1.73

Undervalued

1.28

P/E
Strongly Overvalued

5Y Average

15.27

Current

17.54

Overvalued

16.95

Undervalued

12.16

P/S
Strongly Overvalued

5Y Average

3.39

Current

4.07

Overvalued

3.90

Undervalued

2.89

Peers & Comparison

Sector: Financials · Theme: Consumer Finance

Consumer Finance Peers3 peers
Avg P/E: 49.1x
CompanyRev. GrowthMarginP/Evs Avg52W Perf.
PAISALO DIGITAL LIMITED
PAISALOConsumer Finance
+20.7%45.8%
26.1x
Undervalued
-47% vs avg
+132.3%
FIVE-STAR BUS FIN LTD
FIVESTARConsumer Finance
+8.0%47.8%
14.5x
Undervalued
-70% vs avg
-4.4%
IFCI LTD
IFCISpecialized Finance
0.0%
106.7x
Premium
+117% vs avg
+42.9%
WHY THESE PEERS

AYE FINANCE LIMITED trades at a discount (18.4x vs peer avg 49.1x), suggesting potential undervaluation relative to the Consumer Finance cohort. Peers include PAISALO DIGITAL LIMITED, FIVE-STAR BUS FIN LTD, IFCI LTD — selected based on business model, industry classification, market cap similarity, and business theme alignment.

Financials

Real statement data for revenue, earnings quality, conversion, and balance-sheet coverage. Monetary values are shown in Rs crore.

Latest revenue

₹477 CrJun 2026

Latest net profit

₹74 CrJun 2026

Free cash flow

₹-1.37K CrMar 2026

Net Profit

₹74 CrProfit conversion

Performance

Bars show revenue and net profit. The line shows net margin.

Rs crore + margin %
Q1 '26Q2 '26Q3 '26Q4 '26Q1 '270.00 Cr150 Cr300 Cr450 Cr600 Cr
  • Revenue
  • Net income
  • Net margin %

Revenue to profit conversion

Bridge from operating numbers to profit for the latest reported period.

Rs crore
Total incomeInterestOtheradjustmentsProfitbefore taxTax &minorityNet Profit0.00 Cr150 Cr300 Cr450 Cr600 Cr

Latest reported period: Jun 2026

Debt level and coverage

Debt, cash and free cash flow compared on the same crore scale.

Rs crore
Debt free
Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026-3.00K Cr0.00 Cr3.00K Cr6.00K Cr9.00K Cr
  • Free cash flow
  • Cash & equivalents

Results

MetricDec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Revenue +361409405437443515477
Interest115123126133141135131
Expenses +219240242266253279256
Financing Profit274637384910291
Financing Margin %7%11%9%9%11%20%19%
Other Income +911910121712
Depreciation6656786
Profit before tax305041425411197
Tax %25%19%25%17%21%23%23%
Net Profit +23413135438674
EPS in Rs1.192.121.601.802.223.483.02
Gross NPA %3.79%
Net NPA %1.31%
Raw PDF

All values in ₹ Crores unless otherwise stated. Source: Screener Master (Standalone).

Shareholding Pattern

HolderMar 2023Mar 2024Mar 2025Dec 2025Mar 2026
FII19.04%18.66%
DII19.10%19.32%
Public50.22%44.39%5.93%4.06%4.36%
Others49.78%55.61%94.07%57.80%57.66%
Mar 2026
FII
DII
Public
Others

Events Timeline

Announcement under Regulation 30 (LODR)-Press Release / Media Release

Aug 10, 2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Newspaper Publication

Aug 08, 2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation

Aug 07, 2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Allotment of ESOP / ESPS

Aug 04, 2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Earnings Call Transcript

Jul 30, 2026PDFCompany Reports Open