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Earnings Call

Suryoday Small Finance Bank Earnings Call: Key Takeaways

Suryoday SFB reported strong FY26 growth with advances at ₹13,261 Cr (+29.4% YoY) and deposits at ₹13,994 Cr (+32.3% YoY). The bank is transitioning from JLG to individual Vikas Loans (75% of IF book).

Why this was an Alfa AlertNot a filter event. Performance was largely in line with or slightly below the lower end of guided ranges (e.g., RoE 9.8% vs 10-11% guide).
Highlights
Revenue growthNII at ₹1,098.7 Cr, slightly down 0.7% YoY for FY26.
MarginsFY26 NIM at 7.3%; yield improved to 17.3% in Q4.
Demand visibilityStrong momentum in Vikas Loans and Retail Assets (CV/Mortgage).
Management confidenceHigh; focusing on 'Suryoday 2.0' and individual loan pivot.

Growth

FY26 PAT rose 32.2% YoY to ₹152 Cr. Q4 FY26 RoA improved to 1.1% vs -1.0% in Q4 FY25.

Outlook

FY27 Guidance: 30-35% growth in Advances/Deposits; RoA target 1.3-1.4%; GNPA target ~3%; 100 new branches.

Risks

High Gross NPA at 6.5%; Inclusive Finance slippages remain a watch area despite recent reduction.

Source

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

Read the document ↗

Suryoday Small Finance Bank Ltd: key numbers

Share price
₹149.12
Market cap
₹1,585 Cr
Revenue (annual)
₹2,160 Cr
Net profit (annual)
₹152.0 Cr
P/E (TTM)
8.3×Sector 22.0×
Promoter holding
22.48%+0.00% QoQ
FII holding
5.35%Current quarter

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

More from Suryoday Small Finance Bank Ltd

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21:39 IST BSE
Management Change

Suryoday Small Finance Bank Management Change

Suryoday Small Finance Bank has appointed Ms. Geeta Krishnan as the Company Secretary and Compliance Officer, effective September 24, 2026.

17:15 IST BSE
Debt & Borrowing

Suryoday Small Finance Bank Debt & Borrowing: ₹200 Cr

Suryoday Small Finance Bank's board approved issuing up to Rs. 200 Crore in non-convertible debentures. The board also appointed Ms. Geeta Krishnan as interim Company Secretary.

Value
₹200.0 Cr
Execution
Tenure not exceeding 10 years
14:08 IST BSE
Employee Stock Options

Suryoday Small Finance Bank Employee Stock Options

Suryoday Small Finance Bank's NRC approved 2,46,026 ESOPs at ₹195.53 per option under the 2019 scheme. No cash transaction occurs at the grant stage.

22:19 IST BSE
Board Meeting Date

Suryoday Small Finance Bank Board Meeting Date

Suryoday Small Finance Bank will hold a board meeting on September 21, 2026, to consider raising funds via the issuance of Non-Convertible Debentures.

00:23 IST BSE
Employee Stock Options

Suryoday Small Finance Bank Employee Stock Options

Suryoday Small Finance Bank granted 1,59,672 employee stock options to eligible staff under the Suryoday ESOP Scheme-2019. These options are subject to future vesting.