UGRO CAPITAL LIMITED

UGRO Capital Limited held its Q1 FY27 earnings conference call on August 5, 2026, to discuss its financial results for the quarter ended June 30, 2026. Management, including Founder and Managing Director Shachindra Nath, outlined the company's strategic realignment aimed at enhancing earnings and shareholder value. They reported a significant milestone, achieving over INR 1,000 crores in monthly disbursements for the first time. The company’s total assets under management (AUM) reached INR 15,013 crores, with net disbursements growing 59% year-on-year. Management highlighted a shift towards higher-yielding businesses, with Emerging Market and Embedded Merchant Finance now constituting 46% of total AUM. Operating expenses were reduced significantly, and the company maintained a strong liquidity position. Management acknowledged the disconnect between share price and business progress, emphasizing execution as key to addressing valuation concerns. The merger of Profectus Capital into UGRO is underway, pending regulatory approval.

Management highlighted both achievements and challenges in the company's transition strategy.