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Investor Presentation

Utkarsh Small Finance Bank Investor Presentation: Key Takeaways

Utkarsh SFB Q1 FY27 results show recovery with narrowed net loss of ₹34 crore. Management focused on JLG diversification, asset quality improvement, and reducing credit costs.

Guidance and delivery
Management target Revenue 30.0% FY27
Highlights
MarginsTargeting 8% NIM; cost of funds declined 15bps sequentially.
Demand visibilityStrong customer demand across JLG and non-JLG segments.
Management confidenceHigh on recovery and new guardrail underwriting standards.

Growth

Total disbursements grew 49% YoY; non-JLG disbursements rose 93%. Gross NPA improved to 5.9% from 11.4% YoY.

Outlook

Guidance of 25-30% loan book growth for FY27. Targeting 8% NIM and 15% ROE by FY28.

Risks

Challenging microfinance operating environment and legacy JLG stress; however, 80% of current portfolio is now CGFMU covered.

Last quarter's promises, checked

Delivered

  • Guided 51% secured lending mix → delivered 51% (= BEAT)
  • Guided 25-30% loan growth → delivered 49% YoY (= BEAT)
  • Guided reduction in cost of funds → delivered 15bps sequential decline (= BEAT)

Partly delivered

  • Guided reverse merger completion in few months → delivered pending regulatory process (= PARTIAL)

Missed

  • Guided net loss of ₹188cr → delivered ₹34cr loss (= BEAT/RECOVERY)
  • Guided GNPA 7.7% → delivered 5.9% (= BEAT)
Source

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

Read the document ↗

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.