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Earnings Call

Jana Small Finance Bank Earnings Call: Key Takeaways

Jana SFB reported Q4FY26 PAT of ₹140 crs with improving NIMs and reduced cost of funds. Strategy focuses on shifting towards an 80% secured loan book and expanding digital adoption.

Why this was an Alfa AlertNot a filter event. Financial results and metrics were explicitly stated as 'in line with guidance'.
Highlights
Revenue growthTotal revenue ₹6,375 crs in FY26, up 17% YoY.
MarginsNIM improved to 7.22% in Q4FY26 from 6.61% in Q3.
Demand visibilityStrong disbursements in Q4 across gold and vehicle loans.
Management confidenceStrong confidence in achieving 80% secured book mix.

Growth

Assets grew 23% YoY to ₹36,289 crs; Deposits increased 23% YoY to ₹35,784 crs. Secured assets grew 28% YoY.

Outlook

FY27 guidance: GLP growth ~19-21%, Deposit growth ~23-25%, and PAT growth 80%+.

Risks

Unsecured book asset quality monitored; GNPA at 2.33%. Potential wage code impacts on operating expenses noted.

Source

Earnings Call filed with NSE, 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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