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Investor Presentation

Suryoday Small Finance Bank Investor Presentation: Key Takeaways

Suryoday SFB reported Q1FY27 PAT of ₹75.2 Cr (+113.1% YoY) with Gross Advances growing 32.5% YoY to ₹14,376 Cr. Management is pivoting from group lending (JLG) to individual Vikas Loans (75% of IF book).

Guidance and delivery
Management target Revenue 32.5% FY27
Highlights
Revenue growth32.5% YoY growth in Advances; NII up 27.8% YoY.
MarginsYields at 16.2%; NIM expected to stabilize at 7.5-8.0%.
Order bookGross Advances at ₹14,376 Cr.
Demand visibilityStrong momentum in Retail Assets and Vikas Loans.
Management confidenceHigh; aiming for consistency and 2x PAT in FY27.

Growth

PAT grew 113.1% YoY; NII increased 27.8% YoY; Deposits grew 29.4% YoY.

Outlook

Guidance for FY27: Advances and Deposit growth of 30-35%; target ROA of 1.3-1.4%; 100 new branches.

Risks

Asset quality in Vikas Loans shows GNPA at 24.4%; overall GNPA remains elevated at 6.5%.

Last quarter's promises, checked

Delivered

  • Guided Q1FY27 ROA 1.2% → delivered 1.3-1.4% (= BEAT)
  • Targeted slippages ₹75-90 Cr → delivered ₹74 Cr (= BEAT)
  • Guided 2x PAT for FY27 → current Q1 PAT ₹75.2 Cr (+113% YoY) (= BEAT)

Partly delivered

  • Targeted cost-to-income below 70% → delivered 73% (inclusive of CGFMU premium) (= PARTIAL)

Missed

  • Guided GNPA reduction to 3% → delivered 6.5% (= MISS)
Source

Investor Presentation filed with NSE, NSE: SURYODAY. Summary written with AI assistance from the document.

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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.

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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.

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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
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