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Earnings Call

SRG Housing Finance Earnings Call: Key Takeaways

SRG Housing Finance reported FY26 AUM of INR 1,042 Cr and PAT of INR 33 Cr, maintaining focus on rural underserved borrowers with 94% rural loan book and 10.91% NIM.

Guidance and delivery
Management target AUM 34.0% FY27
Highlights
MarginsHealthy NIM at 10.91%; yields on HL at 19.53%.
Demand visibilityStrong rural demand; underserved 'missing middle' segment remains primary driver.
Management confidenceHigh; leveraging Acuité rating upgrade for lower borrowing costs.

Growth

AUM grew ~36% CAGR (FY14-26) to INR 1,042 Cr; PAT grew ~32% CAGR to INR 33 Cr.

Outlook

Management expects AUM to reach INR 1,300-1,500 Cr by FY27, supported by targeted disbursements of INR 600 Cr.

Risks

Exposure to informal income segments and self-employed customers (74.49% of AUM) may increase credit volatility during economic cycles.

Last quarter's promises, checked

Delivered

  • Guided AUM >1000 Cr → delivered 1042 Cr (= BEAT)
  • Guided 500 Cr disbursement target → delivered 443.54 Cr (= PARTIAL/MISS)
  • Guided NIM ~11% → delivered 10.91% (= BEAT)

Partly delivered

  • Guided 500 Cr disbursements → delivered 443.54 Cr (= PARTIAL)
Source

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

Read the document ↗

SRG Housing Finance Ltd: key numbers

Share price
₹146.80
Market cap
₹230.6 Cr
Revenue (annual)
₹199.3 Cr
Net profit (annual)
₹32.49 Cr
P/E (TTM)
6.8×Sector 22.0×
Promoter holding
59.02%-0.01% QoQ
FII holding
0.00%Current quarter

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

More from SRG Housing Finance Ltd

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16:34 IST BSE
Debt & Borrowing

SRG Housing Finance Debt & Borrowing: ₹0.39 Cr

SRG Housing Finance completed a partial redemption of non-convertible debentures on September 24, 2026, paying Rs.0.39 Crore to debenture holders.

Value
₹0.39 Cr
16:33 IST BSE
Debt & Borrowing

SRG Housing Finance Debt & Borrowing: ₹0.2 Cr

SRG Housing Finance Limited has made the scheduled interest payment of Rs. 0.20 Crore for its non-convertible debentures on the due date.

Value
₹0.20 Cr
16:31 IST BSE
Debt & Borrowing

SRG Housing Finance Debt & Borrowing: ₹0.59 Cr

SRG Housing Finance serviced its NCDs (INE559N07066) by making an interest payment and partial principal redemption totaling approximately ₹0.59 Crore.

Value
₹0.59 Cr
12:17 IST BSE
Promoter Buying

SRG Housing Finance Promoter Buying: ₹1.98 Cr

Promoter Vinod Kumar Jain and Archis Jain acquired equity shares via market purchases worth Rs. 1.98 Crore across multiple transactions on 15-16 September 2026.

Value
₹1.98 Cr
Promoter stake change
+0.69%
18:03 IST BSE
Promoter Buying

SRG Housing Finance Promoter Buying

Promoter Vinod Kumar Jain acquired 70,000 equity shares of SRG Housing Finance Limited through an open market purchase. This increases his stake in the company.

Promoter stake change
+0.44%