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Earnings Call

Ujjivan Small Finance Bank Earnings Call: Key Takeaways

Ujjivan SFB reported FY26 Net Profit of ₹693cr with 1.4% ROA and 10.9% ROE. Strategy focuses on diversifying towards a 56% secured loan book and expanding digital infrastructure.

Why this was an Alfa AlertNot a filter event. Results and guidance are in line with management's stated strategy and prior outlook.
Highlights
Revenue growthTotal income ₹8,039cr for FY26, up 11.6% YoY.
MarginsNIM improved to 8.5% in Q4; guided to remain stable.
Demand visibilityStrong demand across all segments; record Q4 disbursements.
Management confidenceHigh; focusing on universal bank transition and secured asset growth.

Growth

Total income grew 11.6% YoY to ₹8,039cr. Disbursements hit record ₹9,811cr in Q4FY26, up 32.1% YoY.

Outlook

FY27 guidance: 25% credit growth, 1.4%-1.5% credit cost, 1.6% ROA, and 20% branch expansion.

Risks

Potential ROA compression to 1.6% due to aggressive branch/tech investments and shifting loan mix toward lower-yielding secured assets.

Source

Earnings Call filed with BSE, 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.

More from Ujjivan Small Finance Bank Ltd

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Business Update

Ujjivan Small Finance Bank Business Update

Ujjivan SFB launched its 'Nothing Small About Us' brand campaign with R. Madhavan as Brand Ambassador. The campaign seeks to showcase the bank's scale and product breadth.

15:51 IST BSE
Credit Rating

Ujjivan Small Finance Bank Credit Rating

ICRA reaffirmed A1+ rating on Ujjivan SFB's CD program. No upgrade or downgrade was applied to the rating.

23:44 IST BSE
Employee Stock Options

Ujjivan Small Finance Bank Employee Stock Options

Ujjivan Small Finance Bank has allotted 25,15,773 equity shares under its ESOP 2019 scheme. This follows the exercise of stock options by employees.

17:40 IST BSE
Other Announcement

Ujjivan Small Finance Bank Other Announcement

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