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Investor Presentation

Satin Creditcare Network Investor Presentation: Key Takeaways

Satin Creditcare delivers strongest Q1 ever with 22% Standalone AUM growth and 182% YoY PAT surge. Strategy focused on diversification into secured housing and MSME lending.

Highlights
Revenue growth22% YoY (Consolidated)
MarginsNIM at 14.36% (+120 bps YoY); Gross Yield at 22.44%.
Demand visibilityStrong; backed by presence in 112,000 villages and 590 districts.
Management confidenceHigh; citing 'strongest opening ever' and revised long-term AUM targets.

Growth

Consolidated AUM at ₹15,935 Cr (+27% YoY); Standalone PAT hit ₹120 Cr (+182% YoY).

Outlook

FY27 consolidated AUM growth target of 20%-25% (₹18,200-18,900 Cr); revised FY2030 AUM target to ₹32,000 Cr.

Risks

Credit cost guidance at 3.0%-3.5% reflecting management overlay for potential macro stress; MFI industry headwinds mentioned.

Last quarter's promises, checked

Delivered

  • Guided FY26 AUM growth 15-20% → delivered 19% (= BEAT)
  • Guided 3-3.5% credit cost target → delivered 3.55% (= BEAT)
  • Guided consolidated NIM 12-13% → delivered 14.36% (= BEAT)

Partly delivered

  • Guided FY27 AUM ₹14,800-15,100 Cr → delivered ₹15,935 Cr (= BEAT)
Source

Investor Presentation 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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16:53 IST BSE
Debt & Borrowing

Satin Creditcare Network Debt & Borrowing: ₹0.39 Cr

Satin Creditcare Network Ltd paid interest of ₹0.39 Crore on its non-convertible debentures. This fulfills the company's debt servicing obligation for the specified period.

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₹0.39 Cr
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Debt & Borrowing

Satin Creditcare Network Debt & Borrowing: ₹0.31 Cr

Satin Creditcare Network paid monthly coupon of Rs 0.31 Crore on its 12% July-2031 debentures. The interest was settled on 22 September 2026, one day ahead of due date.

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₹0.31 Cr
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Satin Creditcare Network Acquisition Worth ₹5 Cr

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₹5.00 Cr
17:52 IST BSE
Debt & Borrowing

Satin Creditcare Network Debt & Borrowing: ₹100 Cr

Satin Creditcare Network Limited has fully redeemed its 13.00% bonds maturing in September 2026, paying out a total of ₹100 Crore.

Value
₹100.0 Cr
18:03 IST BSE
Debt & Borrowing

Satin Creditcare Network Debt & Borrowing: ₹0.45 Cr

Satin Creditcare Network paid ₹0.45 Crore as interest on its non-convertible debentures. The payment was made on September 3, 2026.

Value
₹0.45 Cr