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Earnings Call

Ujjivan Small Finance Bank Earnings Call: Key Takeaways

Ujjivan SFB delivered strong Q4FY26 results with PAT growth of 238% YoY and significant portfolio diversification into secured assets.

Why this was an Alfa AlertNot a filter event. Performance and credit costs are in line with guided trajectory; no material beat of prior guidance.
Highlights
Revenue growthNII grew 26.4% YoY; Total Income grew 19% YoY.
MarginsNIM at 8.5% (+20 bps YoY); cost of funds contracted 63 bps.
Demand visibilityStrong; 27% YoY Gross Loan Book growth.
Management confidenceHigh; citing board augmentation and successful portfolio diversification.

Growth

PAT at ₹282 Cr (+238% YoY); NII at ₹1,092 Cr (+26.4% YoY); GLB grew 27% YoY to ₹40,655 Cr.

Outlook

FY27 Guidance: Advances growth ~25%, Credit Cost 1.4-1.5%, and RoA ~1.6%. Focus on increasing secured book share.

Risks

Moderating RoA/RoE in FY26 vs FY25; rising personnel and operating expenses impacting total cost structures.

Source

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

Read the document ↗

Ujjivan Small Finance Bank Ltd: key numbers

Share price
₹64.71
Market cap
₹12,625 Cr
Revenue (annual)
₹6,931 Cr
Net profit (annual)
₹692.6 Cr
P/E (TTM)
13.9×Sector 22.0×
Promoter holding
0.00%+0.00% QoQ
FII holding
16.81%Current quarter

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

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Ujjivan Small Finance Bank received an ESG rating of '72' (Leader category) from NSE Sustainability Ratings and Analytics Limited for FY 2026.