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Earnings Call

ESAF Small Finance Bank Earnings Call: Key Takeaways

ESAF Small Finance Bank reports Q4 FY26 results with a shift toward secured lending (61% of mix) and improved profitability (PAT INR 24cr).

Why this was an Alfa AlertNot a filter event. Results and guidance are forward-looking or recovering; no explicit beat of prior guidance mentioned.
Highlights
Revenue growthGross advances grew 19% YoY.
MarginsNIM improved to 7.3%; targeting 7% +/- 0.5% steady-state.
Demand visibilityStrong opportunities in rural and semi-urban markets.
Management confidenceHigh; citing 'growth is back' and asset quality issues ending.

Growth

Total business up 15% YoY; gross advances up 19% to INR 22,426cr; NII grew to INR 518cr.

Outlook

Targeting 70% secured assets by Mar-2027, 2% ROA and 2% steady-state credit costs by FY28.

Risks

Backlog on provisioning to continue through FY27; geopolitical developments remain a watchpoint.

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.