Investor Presentation for the Quarter ended June 30, 2025.
CHOICEIN · price
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Choice International reported strong Q1 FY26 results with consolidated revenue of ₹2,380 Mn, up 16% YoY, and PAT of ₹480 Mn, up 50% YoY. EBITDA margin expanded sharply to 36.48% from 28.28% a year ago, while PAT margin improved to 20.16% from 15.54%. The diversified financial services business showed broad-based growth: Stock Broking ADTO rose to ₹14,880 Mn with 1,150K demat accounts, Wealth AUM surged 443% YoY to ₹47,687 Mn, NBFC total loan book grew 64% to ₹7.45 Bn with NIM expanding 85 bps to 11.85%, and Insurance premium rose 62% YoY. The advisory order book stands at ₹5.86 Bn, supported by new project wins worth ₹1,303 Mn in the quarter. Investment Banking has 24 ongoing IPO mandates, and the Choice Connect associate network scaled to nearly 59,000 partners.
Strong margin expansion and 50% PAT growth signal healthy operating leverage across segments, likely to be viewed positively by the market. The diversified revenue mix, improving NBFC asset quality (NNPA at 2.25%, CRAR at 53.37%), and visible long-term targets (₹25 Bn MSME AUM and ₹10 Bn Green Finance AUM by 2030) provide a clear growth narrative for investors.