Muthoot Finance Ltd - May 2025 Earnings Call Transcript Analysis

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Earnings Call Transcript Analysis Report #

Financial Performance Analysis of Muthoot Finance FY25 #

Key Financial Metrics (FY25) #

  • Consolidated Loan AUM: Reached Rs.1,22,000 crores.
    • Highest year-on-year (YoY) growth in AUM of Rs.33,000 crores, a 37% increase.
  • Consolidated Profit After Tax (PAT): Stood at Rs.5,352 crores, up by 20% YoY.
  • Standalone Loan AUM: Reached Rs.1,08,000 crores.
    • Historic YoY growth in loan AUM of Rs.32,800 crores.
  • Standalone PAT: Stood at Rs.5,200 crores, up by 28% YoY.
  • Gold Loan AUM (Standalone): Reached Rs.1,02,956 crores.
    • Highest YoY growth of gold loan of Rs.30,000 crores, a 41% increase.
  • Dividend: Declared 260% on face value, Rs.26 per equity share.
  • Impairment Provisions (Standalone, FY25): Total Rs.766 crores, comprising Rs.130 crores write-off and Rs.636 crores incremental provisions.
  • Asset Quality (Standalone):
    • Total Stage III assets: Rs.3,700 crores (down from Rs.4,117 crores in Dec 2024).