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Earnings Call

Satin Creditcare Network Earnings Call: Key Takeaways

Satin Creditcare reported record Q4FY26 performance with consolidated PAT growing 640% YoY. Management revised the long-term 2030 AUM target upward to INR 32,000 crores, driven by non-MFI diversification.

Why this was an Alfa AlertManagement materially raised long-term AUM guidance from INR 25,000cr to INR 32,000cr (a 28% increase) citing strong performance.
Highlights
Revenue growthTotal revenue grew 23% YoY to INR 3,161 crores.
MarginsConsolidated NIM at 13.2%; ROA improved to 2.6%.
Demand visibilityStrong; disbursements recovered sharply with rising average ticket sizes.
Management confidenceHigh; citing 35-year longevity and navigating multiple stress cycles.

Growth

Consolidated AUM up 19% YoY to ₹15,174cr; FY26 PAT grew 79% YoY to ₹330cr.

Outlook

FY27 standalone AUM growth guidance of 15-20%; credit cost target 3.0-3.5%; 30% non-MFI mix by 2030.

Risks

Industry-wide credit cost spikes in FY25; potential inflation impacting borrower income levels.

Source

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

Read the document ↗

Satin Creditcare Network Ltd: key numbers

Share price
₹236.65
Market cap
₹2,614 Cr
Revenue (annual)
₹3,143 Cr
Net profit (annual)
₹332.2 Cr
P/E (TTM)
6.4×Sector 22.0×
Promoter holding
36.17%+0.00% QoQ
FII holding
4.88%Current quarter

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

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