Aye Finance Q2 FY27 results Oct 21: AUM ₹7,604 Cr

Board meeting set for 21 October 2026

Aye Finance Ltd has informed BSE that its Board of Directors will meet on 21 October 2026. The agenda includes considering and approving the unaudited financial results for the quarter and year-to-date ended 30 September 2026. The company also indicated the auditors’ review report will be taken up alongside the results. The disclosure positions 21 October as the next key date for investors tracking Q2 FY27 financials.

Trading window closure and compliance schedule

In the same board meeting intimation, Aye Finance said the trading window for the company’s securities will remain closed. The closure is to continue until 48 hours after the declaration of the financial results. Based on the stated timeline, the trading window remains shut up to 23 October 2026. Such closures are a standard compliance step around price-sensitive disclosures.

Q2 FY27 business update: AUM and growth indicators

Ahead of the results, Aye Finance released a business update for the quarter ended 30 September 2026. The company reported assets under management (AUM) of ₹7,604 crore. This reflects 26% year-on-year growth and 4% quarter-on-quarter growth, as per the provisional update. The company also reported disbursements growth of 10% year-on-year and 15% quarter-on-quarter for the quarter. The update described progress in productivity and asset quality, offering a snapshot before the financial statements are approved.

Asset quality metrics: PAR and GNPA movement

The business highlights included specific asset quality indicators. PAR X (1+) improved by 13 basis points to 6.88%. Gross non-performing assets (GNPA) decreased by 19 basis points to 4.30%. These metrics are closely tracked for lenders and NBFCs because they indicate collection performance and the trajectory of credit costs. The company positioned the movement as steady progress in asset quality for the quarter ended 30 September 2026.

AGM and shareholder approvals in September 2026

Aye Finance held its 33rd Annual General Meeting (AGM) on 1 September 2026 through video conferencing. The company later submitted voting results and the scrutinizer’s report for the AGM. Shareholders approved all resolutions with the requisite majority, including adoption of FY26 financial statements and statutory auditor-related resolutions. The set of approvals also included special resolutions that expanded the company’s funding flexibility.

Borrowing limit raised and NCD issuance enabled

Among the key special resolutions, shareholders approved an increase in the company’s borrowing limit. The limit was raised to ₹10,000 crore from ₹8,000 crore under Section 180(1)(c) of the Companies Act, 2013. Shareholders also approved enabling the issuance of Non-Convertible Debentures (NCDs) on a private placement basis. These approvals matter because they determine the headroom available for liabilities and funding strategy as the company scales its loan book.

Senior management change: CTO transition

Aye Finance also disclosed a senior leadership change during September 2026. Chief Technology Officer Jinu Joseph resigned, with cessation effective at the close of business hours on 30 September 2026. The board approved the appointment of Nishit Shrivastava as Chief Technology Officer and Senior Management Personnel effective 1 October 2026. The approval was completed via circular resolution on 16 September 2026. The company noted that the incoming CTO brings over 24 years of experience in software development and financial services technology, and previously served as Chief Information and Technology Officer at Muthoot Fincorp.

ESOP allotment and procedural filings

Separately, Aye Finance approved a minor ESOP-related equity allotment. The company approved the allotment of 2,513 equity shares of face value ₹2 each under its 2020 ESOP. The disclosure described the action as marginally expanding paid-up capital. The company also received a compliance certificate under SEBI Regulation 74(5) from its share transfer agent, confirming dematerialisation and rematerialisation details for the quarter ended 30 September 2026 were filed with BSE and NSE.

Corporate action snapshot: AGM date and LTP movement

A corporate action table referenced the AGM date and last traded price (LTP) around the announcement and record date. For the 1 September 2026 AGM entry, the LTP at announcement was listed as 189.13, while the LTP at record day was listed as 179.75. While LTP data points do not explain causation, they provide context on how the stock traded around the corporate event date.

Key facts table

Market impact: what investors can track into results day

The immediate market-relevant trigger is the 21 October 2026 board meeting, since it will result in the release of the unaudited Q2 FY27 numbers for the quarter and year-to-date ended 30 September 2026. Ahead of that, the business update provides two anchors investors typically watch in lenders: growth in the book and movement in asset quality ratios. The reported AUM of ₹7,604 crore and the disclosed PAR and GNPA movement are likely to be compared with the financial statements once released. The trading window closure also signals that the company is within a price-sensitive disclosure period.

Why the sequence of disclosures matters

Aye Finance’s September disclosures combine governance items (AGM voting outcomes), funding flexibility (higher borrowing limit and NCD enablement), operational trends (Q2 business update), and leadership transition (new CTO). Taken together, they outline what management and shareholders prioritised entering the second quarter of FY27. The borrowing-limit increase and private placement enablement for NCDs suggest focus on maintaining funding headroom as the AUM grows. Meanwhile, the CTO transition indicates continuity planning in technology leadership while the company pursues digital transformation.

What happens next

The next formal milestone is the board meeting on 21 October 2026 to consider and approve the unaudited financial results for the quarter and year-to-date ended 30 September 2026. Aye Finance has stated the trading window will stay closed until 48 hours after the results are declared, extending to 23 October 2026. Investors will watch the outcome of the board meeting for the audited-review-backed numbers that reconcile with the provisional business update.