Upsurge Investment & Finance Ltd (UPSURGE) — shareholding pattern, promoter holding, financials and share price

About Upsurge Investment & Finance Ltd (UPSURGE)

Upsurge Investment & Finance Ltd operates in the Non Banking Financial Company (NBFC) industry, within the Financial Services sector. It trades on the NSE as UPSURGE and on the BSE under scrip code 531390. Its ISIN is INE890B01014.

Incorporated in 1996, Upsurge Investment and Finance Ltd is in the business segment of fund based financing activity [1]

Upsurge Investment & Finance Ltd is a non-banking financial company (NBFC) focusing on financial advisory, capital growing, and managerial services for SMEs across India.

The company provides comprehensive financial solutions from standard business loans to project financing, catering to businesses of all sizes including microcredit for low-income families.

Listed peers in Non Banking Financial Company (NBFC): Virat Leasing Ltd, Supra Pacific Financial Services Ltd, Baid Finserv Ltd, Kreon Finnancial Services Ltd, Usha Financial Services Ltd, Indus Finance Ltd.

Valuation & Returns

10 Jul 2026

At ₹72.98 a share on 10 Jul 2026, Upsurge Investment & Finance Ltd (UPSURGE) was valued at a price-to-earnings ratio of 49.38x against an industry P/E of 19.5x and a price-to-book of 1.53x on a book value of ₹47.82 per share as of Mar 2025. Solomo computes return on equity of 3.09% and return on capital employed of 4.89% from filed results. Earnings ratios use standalone results for the twelve months Jun 2025 to Mar 2026.

P/E
49.38x
Industry P/E
19.5x
P/B
1.53x
EPS (TTM)
₹1.48
Book value / share
₹47.82
ROE
3.09%
ROCE
4.89%
ROA
3.02%
Debt / equity
0x
Dividend yield
0.69%
EBITDA margin
12.07%
52-week range
₹71.1 – ₹75.4

Ratios are computed from filed results and the last recorded price. Not investment advice.

Financial Performance

Mar 2026

In the year ended Mar 2026, Upsurge Investment & Finance Ltd (UPSURGE) reported revenue of ₹53.55 crore, net profit of ₹3.23 crore and earnings per share of ₹1.47. That compares with revenue of ₹113.17 crore and net profit of ₹15.95 crore in Mar 2025. Figures are standalone, as filed with the exchanges.

In the quarter ended Mar 2026, revenue was ₹2.43 crore and net profit ₹-6.23 crore (standalone).

Standalone annual results for Upsurge Investment & Finance Ltd (UPSURGE), Mar 2022 to Mar 2026. Revenue and net profit in ₹ crore; EPS in ₹ per share.
MetricMar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Revenue (₹ cr)38.1632.6457.99113.1753.55
Net profit (₹ cr)9.340.511.2615.953.23
EPS (₹)6.160.337.437.951.47
Compound annual growth for Upsurge Investment & Finance Ltd (UPSURGE). Stock price CAGR is price return and excludes dividends.
Measure10Y5Y3Y1Y
Sales growth26.03%38.09%43.67%95.15%
Profit growth63.43%-19.54%41.65%

Ownership Summary

Jun 2026

As of Jun 2026, promoters hold 54.56% of Upsurge Investment & Finance Ltd (UPSURGE) (unchanged from the previous quarter). Market capitalisation was ₹160 crore on 10 Jul 2026. Shareholding is filed quarterly with BSE and NSE; Solomo carries every filing back to Jun 2001.

Largest disclosed public shareholders in Jun 2026: Vikas Vijaykumar Khemani 6.3%, HUF 2.59%, REETA D JAIN 2.28%, CHOICE STRATEGIC ADVISORS LLP 2.28%, CAPRI GLOBAL VENTURES PRIVATE LIMITED 1.82%, AKRUTI TRADVEST PRIVATE LIMITED 1.27%. Only stakes above the 1% disclosure threshold are named in filings.

QuarterPromoterPledgedFIIDIIPublic
Jun 202654.56%---45.44%
Mar 202654.56%---45.44%
Dec 202550.62%--0%49.38%
Sep 202550.62%--0%49.38%
Jun 202550.62%--0%49.38%
Mar 202550.62%--0%49.38%
Dec 202450.62%--0%49.38%
Sep 202450.62%--0%49.38%
Every quarter since Jun 2001 Filing data, not investment advice.