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Investor Presentation

Mas Financial Services Investor Presentation: Key Takeaways

MAS Financial Services reported strong Q1 FY27 results with consolidated AUM reaching ₹1,61,227 Mn. Management emphasizes steady growth and best-in-class asset quality through a diversified MSME-focused product portfolio.

Highlights
MarginsYield at 16.20% (+11bps); Cost of Borrowing at 9.25% (-55bps).
Demand visibilityStrong; underserved credit needs in mid and low-income segments.
Management confidenceHigh; emphasizing 30 years of consistent and steady performance across cycles.

Growth

Standalone Q1 FY27 Net Interest Income grew 29.58% YoY to ₹3,079 Mn; PAT rose 24.67% to ₹1,046 Mn.

Outlook

Focus on maintaining 20-25% off-book AUM via direct assignment. Aiming for consistent leverage and optimized cost structure.

Risks

Potential headwinds include macroeconomic shocks, regulatory changes in capital adequacy, and volatility in interest rates affecting borrowing costs.

Last quarter's promises, checked

Delivered

  • Guided 20-25% AUM growth → delivered 19% (= PARTIAL)
  • Guided 1.0-1.25% credit cost → delivered ~1.25-1.30% (= BEAT)
  • Guided 9.20-9.25% cost of borrowing → delivered 9.25% (= BEAT)

Partly delivered

  • Guided 16-17% yields → delivered 16.20% (= PARTIAL)

Missed

  • Guided INR 1,000 Cr Housing AUM by FY26 → delivered INR 940 Cr (= MISS)
Source

Investor Presentation filed with BSE, NSE: MASFIN. Summary written with AI assistance from the document.

Read the document ↗

Mas Financial Services Ltd: key numbers

Share price
₹282.75
Market cap
₹5,131 Cr
Revenue (annual)
₹1,995 Cr
Net profit (annual)
₹371.2 Cr
P/E (TTM)
13.0×Sector 22.0×
Promoter holding
66.65%+0.00% QoQ
FII holding
3.69%Current quarter

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

More from Mas Financial Services Ltd

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11:05 IST BSE
Debt & Borrowing

Mas Financial Services Debt & Borrowing

MAS Financial Services allotted non-convertible debt securities on 24 Sep 2026 as a reissue of forfeited shares. No issue price or investor count was disclosed in the filing.

10:59 IST BSE
Debt & Borrowing

Mas Financial Services Debt & Borrowing: ₹175 Cr

MAS Financial Services allotted 1,75,000 senior secured NCDs worth ₹175 Crore via private placement. The 24-month, 8.55% coupon debentures are rated CARE AA-/Stable.

Value
₹175.0 Cr
16:57 IST BSE
Other Announcement

Mas Financial Services Other Announcement

MAS Financial Services Limited has received an unsolicited ESG rating of "Strong" (Score 65) from CRISIL. This voluntary rating is based on publicly available data.

10:29 IST BSE
Debt & Borrowing

Mas Financial Services Debt & Borrowing: ₹3.33 Cr

MAS Financial Services Ltd will receive ₹3.33 Crore from the redemption of Optionally Convertible Preference Shares held in its subsidiary, MAS Rural Housing and Mortgage Finance Limited. This transaction involves the redemption of 33,33,340 OCPS held by the company.

Value
₹3.33 Cr
15:12 IST BSE
Other Announcement

Mas Financial Services Other Announcement

MAS Financial Services received a voluntary ESG rating of 61 (Strong) from ESG Risk Assessments & Insights Limited. The rating was assigned based on publicly available data.

17:55 IST BSE
Annual General Meeting

Mas Financial Services Annual General Meeting

MAS Financial Services Ltd conducted its 31st Annual General Meeting on September 02, 2026. Resolutions included dividend declaration, director appointment, and increased borrowing powers.