ARMANFINNSEArman Financial Services LimitedMediumNeutral
Announced Thu, 28 May · 20:55 IST

Arman Financial Services Limited has informed the Exchange about Investor Presentation

Analyst Day Multiyear TargetsMgmt Guided Margin ImprovementInvestor Communications View source PDF

ARMANFIN · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-12.8%1-day move
₹1800.80
prior close
₹1829.00
base price
After-mkt
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AI summary

Arman Financial Services reported FY26 consolidated AUM of INR 2,728 crore, up 21.5% YoY, with disbursements of INR 2,433 crore growing 42% YoY. The company posted PAT of INR 57 crore (up 9% YoY) and PBT of INR 77 crore (up 12% YoY). Asset quality showed GNPA of 3.43% and NNPA of 0.93%, with collection efficiency at 95.8%. The loan portfolio is diversified across microfinance (47%), individual business loans (26%), MSME (20%), two-wheeler (3.4%), and LAP (2.9%). Capital adequacy remains strong at 27.86% for standalone and 41.01% for subsidiary Namra. The company has raised capital through QIP (INR 230 crore in 2023) and has relationships with banks, DFIs, and securitization partners.

Likely market impact

The company demonstrated strong growth with improving margins (NIM expanded to 17.2% in Q4FY26) and better profitability recovery in Q4 after a challenging first half. Management targets AUM of INR 5,000+ crore with a 4-5% post-tax ROA goal, indicating an ambitious expansion plan that could benefit shareholders if executed well.