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Investor Presentation

Arman Financial Services Investor Presentation: Key Takeaways

Arman Financial reported strong Q1FY27 consolidated performance with Total Income rising 34% YoY to INR 202 Cr and PAT reaching INR 45 Cr, driven by robust AUM growth and stabilizing collection efficiencies.

Highlights
Revenue growth33.7% YoY increase in Total Income.
MarginsConsolidated NIMs at 17.4% for Q1FY27.
Demand visibilityStrong disbursements growth of 76% YoY indicates robust demand.
Management confidenceHigh; citing 100+ years combined experience and consistent profitability.

Growth

AUM grew 35.7% YoY to INR 2,925 Cr. Disbursements surged 76.1% YoY to INR 686 Cr.

Outlook

Focusing on small-ticket retail loans in rural markets and scaling MSME and LAP segments as growth drivers.

Risks

Asset quality shows GNPA at 2.76% and NNPA at 0.84%. Collection efficiency stands at 96.6%.

Last quarter's promises, checked

Delivered

  • Targeted Opex to Asset ~7% → delivered 6.7% (= BEAT)
  • Guided Credit Cost ~3% → delivered ~2.8% (= BEAT)
  • Targeted AUM Growth 20-30% → delivered 35.7% (= BEAT)

Partly delivered

  • Guided NNPA <1% → delivered 0.84% (Partial as it remains elevated vs historical lows) (= PARTIAL)
Source

Investor Presentation filed with BSE, NSE: ARMANFIN. Summary written with AI assistance from the document.

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Arman Financial Services Ltd: key numbers

Share price
₹1,885.60
Market cap
₹1,989 Cr
Revenue (annual)
₹645.9 Cr
Net profit (annual)
₹56.61 Cr
P/E (TTM)
17.1×Sector 22.0×
Promoter holding
22.00%+0.00% QoQ
FII holding
3.08%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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