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Earnings Call

Jana Small Finance Bank Earnings Call: Key Takeaways

Jana SFB reports Q4FY26 PAT of ₹140 Cr and Net Credit Cost of 0.47%. The bank is transitioning towards an 80% secured loan book with strong deposit growth and reducing cost of funds.

Why this was an Alfa AlertNot a filter event. Management stated PAT and Net credit cost were 'in line with guidance'.
Highlights
Revenue growth17% YoY
MarginsNIM improved to 7.22% in Q4 from 6.61% in Q3
Demand visibilityStrong; highest ever quarterly disbursements of ₹7,894 Cr
Management confidenceHigh; citing improving NIM and reduced CoF

Growth

Advances grew 23% YoY to ₹36,289 Cr; Deposits grew 23% YoY to ₹35,784 Cr. Secured assets grew 28% YoY.

Outlook

FY27 Guidance: GLP growth ~19-21%, Deposits growth ~23-25%, and PAT growth 80%+. Targeting 80% secured advances.

Risks

Unsecured book asset quality (GNPA at 6.8%), though 77% is covered by guarantee programs. Potential Opex pressure from new wage codes.

Source

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

Read the document ↗

Jana Small Finance Bank Ltd: key numbers

Share price
₹535.25
Market cap
₹5,664 Cr
Revenue (annual)
₹5,353 Cr
Net profit (annual)
₹326.4 Cr
P/E (TTM)
14.9×Sector 22.0×
Promoter holding
16.94%-4.91% QoQ
FII holding
4.01%Current quarter

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

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Annual Report

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Jana Small Finance Bank Limited has submitted its Annual Report for the Financial Year 2025-26. Key highlights include total advances of Rs. 36,289 Crore and deposits of Rs. 35,784 Crore.

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