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Earnings Call

ESAF Small Finance Bank Earnings Call: Key Takeaways

ESAF SFB reported FY26 Pre-Provision Operating Profit of ₹712cr (up 15.7% YoY) but a PAT loss of ₹(166)cr. Strategy focuses on secured M.A.R.G portfolio growth and digital expansion.

Why this was an Alfa AlertNot a filter event. The bank reported a net loss for the full year and no explicit management guidance beat was confirmed.
Highlights
Revenue growthNet Interest Income for FY26 fell 17% YoY to ₹1,699.74cr.
MarginsNIM for FY26 stood at 6.4% vs 8.1% in FY25.
Order bookGross Advances at ₹22,426cr as of March 2026.
Demand visibilityStrong traction in Gold Loans (55% YoY growth).

Growth

FY26 Gross Advances grew 19.4% YoY to ₹22,426cr; Deposits up 11.1% to ₹25,850cr. Q4FY26 PAT turned positive at ₹24cr.

Outlook

Targeting deeper penetration via new branches and BCs, focusing on secured lending (MARG) and increasing fee-based income.

Risks

Asset quality remains a concern with GNPA at 5.4% and NNPA at 1.8%; high micro-loan concentration (39% of book).

Source

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

Read the document ↗

ESAF Small Finance Bank Ltd: key numbers

Share price
₹42.86
Market cap
₹2,212 Cr
Revenue (annual)
₹3,537 Cr
Net profit (annual)
₹-166.4 Cr
P/E (TTM)
-433.8×Sector 22.0×
Promoter holding
63.25%-0.03% QoQ
FII holding
0.31%Current quarter

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

More from ESAF Small Finance Bank Ltd

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15:17 IST NSE
Debt & Borrowing

ESAF Small Finance Bank Debt & Borrowing: ₹2.5 Cr

ESAF Small Finance Bank Limited has paid quarterly interest of ₹2.50 Crore on its non-convertible securities. The payment pertains to ISIN INE818W08172 and was completed on September 25, 2026.

Value
₹2.50 Cr
17:09 IST BSE
Fund Raise

ESAF Small Finance Bank Fund Raise of ₹500 Cr

ESAF Small Finance Bank's board approved raising ₹500 Crore via private placement of Tier II Non-Convertible Debentures. This initiative supports the bank's business growth plans.

Value
₹500.0 Cr
16:14 IST BSE
Capital Structure Change

ESAF Small Finance Bank Capital Structure Change

ESAF Small Finance Bank Limited has allotted equity shares under its ESOP scheme, marginally increasing its paid-up share capital.

16:10 IST BSE
Employee Stock Options

ESAF Small Finance Bank Employee Stock Options

ESAF Small Finance Bank allotted 11,757 equity shares to employees following the exercise of vested stock options. These shares rank pari-passu with existing equity.

20:47 IST BSE
Debt & Borrowing

ESAF Small Finance Bank Debt & Borrowing: ₹7.51 Cr

ESAF Small Finance Bank paid ₹7.51 Crore as interest for its non-convertible debentures, confirming compliance with SEBI Regulation 57.

Value
₹7.51 Cr
17:31 IST BSE
Board Meeting Date

ESAF Small Finance Bank Board Meeting Date

ESAF Small Finance Bank has scheduled a Board Meeting on September 23, 2026, to consider raising funds through the issuance of Non-Convertible Debentures.