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Earnings Call

Suryoday Small Finance Bank Earnings Call: Key Takeaways

Management projects a sharp ROA recovery to 1.6% by Q4 FY27, banking heavily on CGFMU credit guarantee claims and a strategic shift from group to individual lending.

Why this was an Alfa AlertNot a filter event. Results are in line with gradual recovery targets rather than a material guidance beat.
Highlights
Revenue growthTotal income rose 10.2% YoY to ₹1,458cr.
MarginsNIMs expected to remain range-bound between 8-9% despite funding cost pressures.
Demand visibilityStrong demand in mortgages and commercial vehicles; inclusive finance returning to normalcy.
Management confidenceBalanced confidence, emphasizing shift toward secured retail assets and digital sourcing.

Growth

FY26 PAT grew 32.2% YoY to ₹152cr, driven by retail assets like mortgages (38%) and commercial vehicles (36%).

Outlook

Guided ROA of 1.2% in Q1 FY27, rising to 1.6% by year-end; ₹450-475cr CGFMU claims expected.

Risks

High slippages in Odisha CV portfolio and potential stress from farm loan waiver narratives in Maharashtra.

Source

Earnings Call filed with NSE, 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.