📉 The Financial Deep Dive
LKP Finance Limited announced its unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025. The company reported a Total Income of ₹11,164.31 lakh for the December quarter, a sharp turnaround from ₹(1,443.34) lakh in the prior year period. This significant jump was primarily driven by a write-back of an outstanding loan liability of ₹2,122.40 lakh, recognized as "Other Income – Write-back of Loan Liability." Standalone Profit After Tax (PAT) for the quarter stood at ₹590.47 lakh, with Consolidated PAT at ₹591.02 lakh.
For the nine-month period ended December 31, 2025, Standalone Total Income surged to ₹13,288.86 lakh from ₹2,193.77 lakh in the prior year. However, Standalone PAT for the nine months saw a decrease, registering ₹1,563.89 lakh compared to ₹1,686.90 lakh in the corresponding period last year.
The company also disclosed the acquisition of a 20.94% equity stake in Mufinpay Payment Solutions Private Limited on December 12, 2025, marking the first time consolidated financial results were prepared, accounting for the associate using the equity method.
🚩 Risks & Outlook (Mandatory for Both)
A critical development casting a shadow over the results is the qualified conclusion from auditors, M/s. PARV & Co. The auditors cited uncertainty associated with pending litigation and the absence of external confirmations, preventing them from determining the possible effects on the financial results. The litigation stems from a garnishee order from the Recovery Officer, DRT, Bangalore, claiming ₹2,500 lakh plus interest related to prior borrowings. While the company has contested the claim, deposited ₹1,126.22 lakh, and had mutual fund investments worth ₹622.71 lakh attached, the matter is pending before the Debt Recovery Appellate Tribunal (DRAT), Chennai. This uncertainty directly impacts the reliability of disclosures concerning this liability.
Strategically, LKP Finance is undergoing a significant transformation. The Board approved a proposal to change the company's name from LKP Finance Limited to Gyftr Limited, subject to shareholder and regulatory approvals. Concurrently, the company intends to discontinue its Non-Banking Financial Company (NBFC) operations and has applied to the Reserve Bank of India (RBI) for the surrender of its NBFC Certificate of Registration. The future focus will be on the digital and physical gifting, rewards, and e-commerce sector, particularly gift cards and vouchers. Investors should closely monitor the outcome of the litigation and the successful transition to the new business model.