FUSION Q2 FY27 Guidance vs Delivery (FUSION Management Mirror)

Did FUSION's management deliver what it guided? Guidance vs actual performance and tone changes across recent earnings calls, as of the Q2 FY27 (Sep-2026 Qtr) concall.

Fusion Finance Ltd (FUSION) Q2FY27 Management Mirror - Sep-2026 Qtr

INR 10,000 Crore AUM Target Timeline Calibrated in Sep'26 Qtr From FY27 Guided in Jun'26 Qtr

In Sep'26 Qtr, Fusion Finance Ltd reported AUM of INR 8,007 crore, representing 14% YoY growth. Against the target to reach INR 10,000 crore of AUM by FY27 reaffirmed in the Jun'26 Qtr concall, management calibrated the timeline for reaching this ambition due to first-half disruptions from floods and heavy rainfall across five key states. Looking ahead, management maintains its medium-term ambitions of 20% to 25% AUM growth.

5 more themes on the ELITE plan.