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Earnings Call

Au Small Finance Bank Earnings Call: Key Takeaways

AU Small Finance Bank delivered strong Q4'FY26 results with PAT growing 65% YoY to ₹832cr. Focus remains on universal banking transition, AI adoption, and scaling a pan-India liability franchise.

Why this was an Alfa AlertNot a filter event. Results and ROA targets were in line with prior management guidance or represent seasonal strength.
Highlights
Revenue growthNII grew 14% for full year FY26.
MarginsNIMs expanded to 5.96%; cost of funds improved 32bps in FY26.
Demand visibilityStrong growth in wheels (27% YoY) and commercial banking (29% YoY).
Management confidenceHigh; focusing on compounding at 2-2.5x India's nominal GDP.

Growth

FY26 PAT grew 25% to ₹2,641cr; Deposits grew 23% YoY; Loan portfolio up 21% YoY.

Outlook

Filed for universal bank license; aims to maintain 1.8% ROA; opening 80-100 branches annually; scaling AI-led LOS.

Risks

Geopolitical tensions impacting fuel prices; competitive mortgage market; unsecured portfolio normalization; potential margin pressure from rate hikes.

Source

Earnings Call filed with NSE, NSE: AUBANK. Summary written with AI assistance from the document.

Read the document ↗

Au Small Finance Bank Ltd: key numbers

Share price
₹1,018.00
Market cap
₹76,489 Cr
Revenue (annual)
₹18,636 Cr
Net profit (annual)
₹2,641 Cr
P/E (TTM)
26.8×Sector 22.0×
Promoter holding
22.74%-0.02% QoQ
FII holding
35.98%Current quarter

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

More from Au Small Finance Bank Ltd

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16:18 IST BSE
Debt & Borrowing

Au Small Finance Bank Debt & Borrowing: ₹0.55 Cr

AU Small Finance Bank paid ₹0.55 Crore as interest on debentures on the due date.

Value
₹0.55 Cr
18:44 IST BSE
Employee Stock Options

Au Small Finance Bank Employee Stock Options

AU Small Finance Bank allotted 3,78,830 equity shares pursuant to the exercise of employee stock options. The paid-up equity capital of the bank has increased accordingly.

22:29 IST NSE
Management Change

Au Small Finance Bank Management Change

AU Small Finance Bank has appointed Mr. Anil Agarwal as Senior Executive Group Head - Commercial & Institutional Banking, designated as a Senior Management Personnel.

17:19 IST NSE
Regulatory Approval

Au Small Finance Bank Regulatory Approval

AU Small Finance Bank received RBI approval for ICICI Prudential Asset Management Company to acquire up to 9.95% of the Bank's paid-up share capital.

22:29 IST NSE
Employee Stock Options

Au Small Finance Bank Employee Stock Options

AU Small Finance Bank allotted 4,11,669 equity shares following the exercise of employee stock options. This issuance increases the bank's paid-up equity share capital.