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Investor Presentation

Utkarsh Small Finance Bank Investor Presentation: Key Takeaways

Utkarsh SFB Q1FY27 results were impacted by MFI market disruptions, reporting a PAT loss of ₹34 Cr. Strategy focuses on shifting to a diversified, 51% secured asset mix.

Highlights
MarginsCost of deposits at 7.6%; yield on advances at 15.7%.
Order bookGross Loan Portfolio at ₹19,610 Cr; Disbursements at ₹3,370 Cr.
Demand visibilitySlowdown in JLG due to market disruptions and over-leveraging concerns.

Growth

Net Interest Income grew 5% YoY to ₹422 Cr; however, PAT declined 86% YoY to a loss of ₹34 Cr.

Outlook

Targeting 25-30% portfolio growth and ~55% secured loan share by FY28. Expecting ~15% ROE and ~8% NIM.

Risks

Market disruptions in MFI/JLG segment; asset quality stress with GNPA at 5.9% and high credit costs.

Last quarter's promises, checked

Delivered

  • Guided 51% secured loan mix → delivered 51% (= BEAT)
  • Guided cost of funds reduction vs 8.3% → delivered 7.6% (= BEAT)

Partly delivered

  • Guided 25-30% loan growth → delivered GLP ₹19,610 Cr (Partial due to MFI slowdown) (= PARTIAL)

Missed

  • Guided GNPA improvement from 7.7% → delivered 5.9% (Note: Current call reports 5.9% as stress/miss vs guidance of recovery) (= MISS)
  • Guided net profit recovery → delivered ₹34 Cr loss (= MISS)
Source

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

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Utkarsh Small Finance Bank Ltd: key numbers

Share price
₹13.80
Market cap
₹2,456 Cr
Revenue (annual)
₹3,379 Cr
Net profit (annual)
₹-1,151 Cr
P/E (TTM)
-2.6×Sector 22.0×
Promoter holding
42.67%+0.00% QoQ
FII holding
11.90%Current quarter

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

More from Utkarsh Small Finance Bank Ltd

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17:13 IST BSE
Debt & Borrowing

Utkarsh Small Finance Bank Debt & Borrowing

Utkarsh Small Finance Bank has allotted non-convertible debt securities. This action falls under the bank's debt issuance activities.

17:04 IST BSE
Debt & Borrowing

Utkarsh Small Finance Bank Debt & Borrowing: ₹300 Cr

Utkarsh Small Finance Bank allotted non-convertible debentures worth ₹300 Crore to eligible investors. These unsecured, subordinated, redeemable bonds carry an 11.75% coupon rate.

Value
₹300.0 Cr
Execution
7 years
21:20 IST BSE
Management Change

Utkarsh Small Finance Bank Management Change

Utkarsh Small Finance Bank appointed Mr. Manmohan Shetty as the new Chief Financial Officer and Key Managerial Personnel, effective September 19, 2026.

11:11 IST NSE
Debt & Borrowing

Utkarsh Small Finance Bank Debt & Borrowing: ₹300 Cr

Utkarsh SFB's CSFRC approved Tier II NCDs up to ₹300 crore in a 7-year private placement. Coupon is up to 11.75% p.a. on BSE WDM listing.

Value
₹300.0 Cr
19:06 IST NSE
Credit Rating

Utkarsh Small Finance Bank Credit Rating

Utkarsh Small Finance Bank received a 'CARE A-; Stable' credit rating for proposed Tier II bonds and a reaffirmation for its existing Tier II bonds.