Moneyview Limited (MONEYVIEW)

Moneyview Limited released the transcript of its first earnings conference call as a listed company, discussing performance for Q2 and H1 FY27. Management highlighted that the platform has reached nearly ₹24,000 crore in loan AUM with almost 15 crore registered users. The company operates a capital-light model where 75% of loan capital is sourced from lending partners (LSP model), while repeat customers account for close to 65% of AUM. Following its recent IPO capital infusion, management guided for ongoing ROE to stabilize closer to 30%, up from ~27% recorded during the quarter.

• Loan AUM reached nearly ₹24,000 crore with almost 15 crore registered users
• Repeat customers account for close to 65% of the total loan AUM
• Capital-light partner model contributes 75% of total loan capital via LSP structure
• Reported Q2 ROE was ~27%, with management targeting ongoing ROE closer to 30%
• Software development is heavily tech-led, with almost 80% of code being AI-assisted

Moneyview Limited reported its financial results for the quarter and half year ended September 30, 2026, following its listing on October 1, 2026. During the quarter, the company completed an IPO raising Rs 10,916.80 million, which included a fresh issue of Rs 7,500.00 million (Rs 750 crore) and an offer for sale of Rs 3,416.80 million. The company reported zero deviation in fund utilization, with the entire fresh issue proceeds of Rs 750 crore remaining unutilized as of September 30, 2026. In addition, its two key operating subsidiaries generated Rs 4,937.78 million in quarterly revenue and Rs 363.25 million in net profit.

• Completed IPO aggregating to Rs 10,916.80 million, consisting of Rs 7,500.00 million fresh issue and Rs 3,416.80 million OFS.
• Zero utilization of Rs 750 crore fresh IPO proceeds as of September 30, 2026, with nil deviation reported.
• Operating subsidiaries contributed revenue of Rs 4,937.78 million and PAT of Rs 363.25 million for the quarter ended September 30, 2026.
• Subsidiary assets stood at Rs 73,020.75 million as at September 30, 2026.

Moneyview Limited has issued a Postal Ballot Notice seeking member approval for 5 resolutions via remote e-voting. Key agenda items include the ratification of its Employees Stock Option Plan 2015 (ESOP 2015), extending ESOP benefits to subsidiary employees, and funding the Moneyview Employees Trust to purchase company shares. Additionally, the company is seeking approval for alterations to its Articles of Association and the reclassification of its Authorised Share Capital. Remote e-voting commences on October 24, 2026, and concludes on November 22, 2026.

• Voting period runs from October 24, 2026 (9:00 AM IST) to November 22, 2026 (5:00 PM IST)
• Cut-off date for eligible voting shareholders fixed as October 16, 2026
• Proposed ratification of ESOP 2015 and extension of benefits to subsidiary employees
• Approval sought for trust funding to buy shares and reclassification of authorised share capital
• Voting results to be declared within 2 working days of remote e-voting conclusion

Moneyview Limited's Board has approved the reclassification of its authorised share capital of ₹253,15,20,000 into 253,15,20,000 equity shares of ₹1 each, converting various classes of preference shares. The Board also approved alterations to the Articles of Association (AOA) granting director nomination rights to Puneet Agarwal, Sanjay Aggarwal (each requiring a 5% collective holding and continued employment), and the Accel Group (requiring a 10% cumulative holding). Additionally, it ratified the ESOP 2015 plan, its extension to subsidiaries, and company funding for trust share purchases, all subject to postal ballot shareholder approval.

• Reclassification of ₹253,15,20,000 authorised capital into 2,53,15,20,000 equity shares of face value ₹1 each
• Puneet Agarwal and Sanjay Aggarwal each receive 1 director nomination right provided they maintain at least 5% holding on a fully-diluted basis
• Accel Group receives 1 director nomination right subject to maintaining at least 10% cumulative shareholding
• Deletion of Part B of existing AOA and ratification of ESOP 2015 along with subsidiary inclusion and trust funding

Moneyview Limited has submitted its Code of Practices and Procedures for Fair Disclosure of Unpublished Price Sensitive Information (UPSI) in compliance with Regulation 8(2) of the SEBI PIT Regulations. Originally approved by the Board of Directors on February 22, 2026, the policy designates the Chief Financial Officer as the Chief Investor Relations Officer (CIRO). This procedural submission is standard compliance aligned with the listing of its equity shares.

• Formulated under Regulation 8(1) and 8(2) of the SEBI PIT Regulations
• Original board approval date of the Code was February 22, 2026
• Filing submitted on October 01, 2026 under scrip code 544953
• Designates the Chief Financial Officer as the Chief Investor Relations Officer

Moneyview Limited has submitted an intimation under Regulation 7(1) of SEBI Listing Regulations on October 01, 2026. The filing confirms that MUFG Intime India Private Limited (formerly Link Intime India Private Limited) continues to act as its Registrar & Share Transfer Agent (RTA). This is a purely administrative compliance confirmation with no operational or financial impact on the company.

• Regulation 7(1) compliance disclosure filed on October 01, 2026
• MUFG Intime India Private Limited continues as Registrar & Share Transfer Agent
• Scrip identification: NSE Symbol MONEYVIEW and BSE Scrip Code 544953