IIFL Finance Q2FY26 PAT Up 52% Q-o-Q, Gold Loan Growth Strong

IIFL Finance reported a consolidated profit after tax of Rs. 418 Cr for Q2FY26, a 52% increase q-o-q. Consolidated AUM rose 7% q-o-q to ₹90,122 Cr, driven by gold loans. Gold loan AUM surged 220% y-o-y. Fitch Ratings affirmed the rating at ‘B+’ and revised the outlook on IIFL Finance’s Long term Issuer Default Rating from Stable to Positive.

Financial Performance Highlights

For the quarter ended September 30, 2025 (Q2FY26), IIFL Finance reported strong financial results:

  • Consolidated profit after tax: Rs. 418 Cr (up 52% q-o-q)
  • Consolidated AUM: ₹90,122 Cr (up 7% q-o-q)

Key Business Segment Performance

Here’s a breakdown of performance across key business segments:

  • Gold Loans: AUM surged 220% y-o-y and 27% q-o-q to ₹34,577 Cr.
  • Home Loans: AUM grew 10% y-o-y to ₹32,034 Cr.
  • MSME Loans: AUM was in line with y-o-y at 13,474 Cr.
  • Microfinance: AUM stood at 8,362 Cr.

Asset Quality and Financial Strength

Key indicators of asset quality and financial strength include:

  • ROA: 1.9%
  • ROE: 9.8%
  • CRAR (Consolidated, Computed): 28.2%
  • Liquidity: 8,170 Cr

Rating Outlook

Fitch Ratings affirmed the rating at ‘B+’ and revised the outlook on IIFL Finance’s Long term Issuer Default Rating from Stable to Positive.

Leadership Changes

Mr. Girish Kousgi joined IIFL Home Finance as Managing Director and Chief Executive Officer (CEO).

Source: BSE

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