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Earnings Call Transcript

Suryoday Small Finance Bank Earnings Call Transcript: Key Takeaways

Suryoday SFB reported Q1FY27 PAT of ₹75.2 Cr (+113.1% YoY) driven by strong growth in the mortgage and vehicle segments, and improved asset quality with NNPA at 1.2%.

Guidance and delivery
Management target Revenue 32.5% FY27
Highlights
Revenue growth32.5% YoY Gross Advances growth.
MarginsNIM at 7.2%; expected to stabilize at 7.5-8.0%.
Demand visibilityHigh in Retail Assets (Mortgage and CV).
Management confidenceStrong; emphasizing 'Year of Building Momentum and Consistency'.

Growth

Gross Advances grew 32.5% YoY to ₹14,376 Cr; Deposits increased 29.4% YoY to ₹14,634 Cr; NII rose 27.8% YoY.

Outlook

FY27 guidance targets 30-35% growth in advances and deposits, with RoA target of 1.3%-1.4%. Plans to add 100 branches.

Risks

Higher cost to income ratio at 70.1% and potential concentration in unsecured micro-banking segments.

Last quarter's promises, checked

Delivered

  • ROA 1.6% target (implied) → achieved 1.6% ROA (= BEAT)
  • Receiving large CGFMU claim → received ₹386 Cr (= BEAT)
  • Shift toward individual loans → 80% of IF monthly onboarding (= BEAT)

Partly delivered

  • CASA ratio maintenance → stood at 21% (= PARTIAL)
  • Reducing JLG exposure → ongoing transition, but still significant segment (= PARTIAL)
Source

Earnings Call Transcript 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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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.

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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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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.

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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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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.