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Earnings Call

Fedbank Financial Services Earnings Call: Key Takeaways

Fedbank Financial Services Q4 and FY '26 earnings call. Company achieved a record PAT of ₹100.5cr, crossed ₹20,000cr AUM, and maintained a ROA of 2.6%.

Why this was an Alfa AlertNot a filter event. Management met guidance; PAT of ₹100cr was a 'psychological milestone', not a beat of prior explicit guidance range.
Highlights
Revenue growthNII grew 14.8% for FY26.
MarginsGold yields slightly lower due to back-ended disbursals.
Demand visibilityStrong momentum in gold loans and mortgage segments.
Management confidenceHigh confidence in ST LAP turnaround and secured lending strategy.

Growth

AUM grew 27% YoY to ₹20,153cr; Gold loan AUM grew 76% YoY. Q4 PAT rose 40% YoY to ₹100.5cr.

Outlook

Guided for 20-25% AUM growth; targeting 20-30 bps ROA improvement in FY27 through opex and credit cost reduction.

Risks

ST LAP segment faced past credit cost issues; rising interest rates and geopolitical volatility in the Gulf impacting finance costs.

Source

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

Read the document ↗

Fedbank Financial Services Ltd: key numbers

Share price
₹151.68
Market cap
₹5,690 Cr
Revenue (annual)
₹2,224 Cr
Net profit (annual)
₹343.6 Cr
P/E (TTM)
14.9×Sector 22.0×
Promoter holding
60.67%-0.12% QoQ
FII holding
9.30%Current quarter

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

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