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Earnings Call

Jana Small Finance Bank Earnings Call: Key Takeaways

Jana SFB met Q4 FY26 guidance with PAT of ₹140cr. Bank is exiting MFI stress with SMA at 3.66% and focus shifting to secured asset growth (72.6% of book).

Why this was an Alfa AlertNot a filter event. PAT of ₹140cr was at the bottom end of the guided ₹140-160cr range.
Highlights
MarginsNIM improving as credit costs/slippages decline and cost of funds moderates.
Demand visibilityStrong demand in secured assets and gold loans.
Management confidenceHigh; management states MFI stress is now behind them.

Growth

Assets grew 23% YoY; secured assets up 28%. Deposits grew 23% to ₹35,784cr.

Outlook

FY27 guidance: 19-21% loan growth, 23-25% deposit growth, and 80%+ PAT growth.

Risks

Potential impact from Middle East war on MSME; previous government CASA withdrawals.

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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