POONAWALLA IN EQUITY
loading…—
Day range—
52-week range—
Market cap—
P/E · TTM—
As of—
| CUSTOMER | BASIS | EST ₹CR | RANGE | % REV | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| UNIONBANKUnion Bank of India | UNSTATED | 1,453 | 1,453–1,453 | 21.4% | — | FY26 | EST | 75% |
| “He previously served as Managing Director of Pfizer Limited and Non-Executive Chairman of Union Bank of India.” AR p.18 · 31-MAR-26 · +1 DOC | ||||||||
| BANKINDIABank of India | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “He has worked with the Export-Import Bank of India (Exim Bank) for 31 years, including over 3 years as Executive Director.” AR p.20 · 31-MAR-25 · +1 DOC | ||||||||
| BANDHANBNKBandhan Bank Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “Mr. Sunil Samdani Executive Director With over 23 years of experience, having previously served as Executive President and Chief Financial Officer of Bandhan B…” AR p.17 · 31-MAR-26 · +1 DOC | ||||||||
| Business | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “He spent 22 years at HDFC Bank, last serving as Business Head for Auto Loan.” AR p.17 · 31-MAR-26 · +2 DOC | ||||||||
| PFIZERPfizer Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “He previously served as Managing Director of Pfizer Limited and Non-Executive Chairman of Union Bank of India.” AR p.18 · 31-MAR-26 · +1 DOC | ||||||||
| Financial Year | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “Open-ness of business: Provide details of concentration of purchases and sales with trading houses, dealers, and related parties along-with loans and advances …” AR p.106 · 31-MAR-26 · +1 DOC | ||||||||
| Parties | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “(f)(ii) Particulars Year ended 31 March 2026 Year ended 31 March 2025 A. Loans to Related Parties 1 Aggregate value of loans sanctioned to related parties duri…” AR p.172 · 31-MAR-26 DOC | ||||||||
| BHELBharat Heavy Electricals Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “He served as the Chairman and Managing Director (CMD) of Bharat Heavy Electricals Limited (BHEL) and Managing Director of Steag India (A German Company).” AR p.20 · 31-MAR-25 DOC | ||||||||
| Others | UNSTATED | — | — | — | — | FY24 | EST | 75% |
| “Provide details of the following disclosures related to water, in the following format: Parameter FY 2024-25 (Current Financial Year) FY 2023-24 (Previous Fina…” AR p.113 · 31-MAR-25 DOC | ||||||||
| Business | UNSTATED | — | — | — | CAPEX | FY26 | EST | 70% |
| “₹ 60,348 Crore Assets under Management AAA/StableCRISIL and CARE rating Our Vision To be the Most Trusted Financial Services brand TRUST Denotes legacy and bra…” AR p.7 · 31-MAR-26 DOC | ||||||||
| ANGELONEAngel One Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “OUR BUSINESS STRENGTHENING PORTFOLIO PERFORMANCE IN FY26 Omnichannel reach Leveraged a diversified distribution network across physical and digital platforms t…” AR p.12 · 31-MAR-26 DOC | ||||||||
| Business | UNSTATED | — | — | — | SG&A | FY26 | EST | 70% |
| “MANAGEMENT TEAM Mr. Manish Verma Head Investor Relations and Corporate Communications Mr. Salil Hajarnis Chief Technology Officer Mr. Bholananda Behera Chief C…” AR p.19 · 31-MAR-26 · +1 DOC | ||||||||
| Securities and Exchange Board of India | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “(g) The Securities and Exchange Board of India (Registrars to an Issue and Share Transfer Agents) Regulations, 1993 regarding the Companies Act and dealing wit…” AR p.52 · 31-MAR-26 · +1 DOC | ||||||||
| Office | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “(p) Disclosure of complaints 1) Summary information on complaints received by the NBFCs from customers and from the Offices of Ombudsman Sr. No Particulars Yea…” AR p.174 · 31-MAR-26 · +1 DOC | ||||||||
| Maharashtra | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “expansion underway Active in Gujarat, Maharashtra, Rajasthan, Haryana ROLLOUT PROGRESS Outlook We remain focused on scaling our phygital distribution model wit…” AR p.16 · 31-MAR-25 DOC | ||||||||
| CRISILCRISIL Ltd. | UNSTATED | — | — | — | — | FY24 | EST | 70% |
| “Key Indicator Gross NPA (GNPA) Net NPA (NNPA) Provision Coverage Ratio Capital Adequacy Ratio Credit Ratings FY 2024-25 Performance GNPA was at 1.84% NNPA was …” AR p.37 · 31-MAR-25 DOC | ||||||||
| CDSLCentral Depository Services (India) Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 60% |
| “The password to open the .pdf file is your 8 digit client ID for NSDL account, last 8 digits of client ID for CDSL account or folio number for shares held in p…” AR p.236 · 31-MAR-26 · +1 DOC | ||||||||
| FY27 | UNSTATED | — | — | — | — | FY27 | EST | 60% |
| “Poonawalla Fincorp Limited May 05, 2026 Page 5 of 19 Based on these beliefs, we aim to at least double the consumer durable customer count over FY27, basically…” CONCALL p.6 · 31-MAY-26 DOC | ||||||||
| SUPPLIER | BASIS | EST ₹CR | RANGE | % COST | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| Business | BUY SHARE | 4,482 | 4,482–4,482 | 75.0% | — | FY26 | DERIV | 90% |
| “Governance Parameters covering Openness of Business, We have covered value chain partners comprising 75% of its purchases and sales (by value) which are indivi…” AR p.106 · 31-MAR-26 · +2 DOC | ||||||||
| Maharashtra | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “‘GO GREEN’ We procured renewable energy from the Maharashtra State Electricity Board to power our corporate office, reinforcing our commitment to sustainable o…” AR p.33 · 31-MAR-26 · +1 DOC | ||||||||
| Financial Year | UNSTATED | — | — | — | COGS | FY25 | EST | 75% |
| “Percentage of input material (inputs to total inputs by value) sourced from suppliers: FY 2025-26 Current Financial Year FY 2024-25 Previous Financial Year Dir…” AR p.120 · 31-MAR-26 · +1 DOC | ||||||||
| INDUSINDBKIndusInd Bank Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “Launch of Poonawalla Fincorp IndusInd Bank eLITE RuPay Credit Card IndusInd Bank, in partnership with Poonawalla Fincorp Ltd., launched the eLITE RuPay Credit …” AR p.131 · 31-MAR-25 DOC | ||||||||
| Business | UNSTATED | — | — | — | SG&A | FY26 | EST | 70% |
| “Sr. No Principle No. and Definition List of Policies 1 Principle 1: Businesses should conduct and govern themselves with integrity in a manner that is ethical,…” AR p.103 · 31-MAR-26 DOC | ||||||||
| SOURCE | READ | % | LAST READ |
|---|---|---|---|
| ANNOUNCEMENTS | 1/1 | 100% | 07-NOV-26 |
| ANNUAL | 2/2 | 100% | 15-OCT-26 |
| CONCALL | 4/4 | 100% | 15-OCT-26 |
| ORDERS | 1/1 | 100% | 07-NOV-26 |
| RATINGS | 0/5 | 0% | — |
| SCREENER | 1/1 | 100% | 15-OCT-26 |
| SIGNAL | VALUE | AS OF | INPUTS |
|---|---|---|---|
| CUSTOMER HHI | 1.000 | 14-NOV-26 | Union Bank of India share 100% |
| CUST MOM 1M | +17.5% | 14-NOV-26 | from 15-OCT-26 · Bank of India +18.2% w 0 · Bandhan Bank Ltd. +1.5% w 0 · Pfizer Ltd. +1.0% w 0 · Union Bank of India +17.6% w 1 · Central Depository Services (India) Ltd. +11.9% w 0 · Bharat Heavy Electricals Ltd. +0.5% w 0 |
| SUPP MOM 1M | +3.3% | 14-NOV-26 | from 15-OCT-26 · IndusInd Bank Ltd. +3.3% |