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Investor Presentation

Suryoday Small Finance Bank Investor Presentation: Key Takeaways

Suryoday SFB reported Q1FY27 results with Gross Advances at INR 14,376 Cr (32.5% YoY growth) and Deposits at INR 14,634 Cr (29.4% YoY). Strategy focuses on shifting from JLG to individual Vikas loans and scaling secured retail assets.

Guidance and delivery
Management target Revenue 30.0% FY27
Highlights
Revenue growthGuided at 30% for FY27.
MarginsYields expected to stabilize around 17%; cost of funds ~7.5%.
Demand visibilityStrong demand for loans; scaling individual loan portfolio.
Management confidenceHigh; citing stabilization and CGFMU claim support.

Growth

Gross advances grew 32.5% YoY; Deposits grew 29.4% YoY. Retail deposits constitute 87.3% of total base.

Outlook

Guided for ROA of 1.3%-1.4% and ROE of 13%-14%. Plans to add 50 branches; targeting 12 lakh digital users.

Risks

Potential stress in used commercial vehicle portfolio due to fuel prices; caution maintained during microfinance cycle turns.

Last quarter's promises, checked

Delivered

  • Guided Q1FY27 ROA 1.2% → delivered 1.3% (= BEAT)
  • Targeted slippages INR 75-90 Cr → delivered INR 74 Cr (= BEAT)
  • Targeted Cost-to-Income <70% → delivered 67-68% (= BEAT)

Partly delivered

  • Targeted 20-30% Asset Growth → delivered 32.5% (= BEAT)
  • Guided NIM 8-9% → delivered ~8.5% (= PARTIAL)

Missed

  • Guided CGFMU claim INR 450-550 Cr → delivered INR 0 (Pending Q1/Q2) (= MISS)
Source

Investor Presentation filed with BSE, 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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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
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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.

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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.

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Suryoday Small Finance Bank Employee Stock Options

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