FEDFINANSEFedbank Financial Services LimitedMediumNeutral
Announced Tue, 5 May · 16:32 IST

Fedbank Financial Services Limited has informed the Exchange about Transcript

Mgmt Guided Margin PressureAnalyst Day Multiyear TargetsCfo Debt Reduction RoadmapInvestor Communications View source PDF

FEDFINA · 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
+2.4%1-day move
₹148.20
prior close
₹148.99
base price
After-mkt
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+0.0+0.0+2.7+1.5+2.4+0.0+2.7+1.2+2.7+1.6+8.7+3.7+2.9
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AI summary

Fedbank Financial Services reported strong Q4 FY26 results with PAT crossing INR 100 crores for the first time. AUM reached INR 20,153 crores with 27% overall growth (41% excluding business loans). Gold loan business surged with AUM of INR 10,352 crores (76% Y-o-Y growth) driven by 12% tonnage growth and 148 new branches added during the year. The company achieved ROA of 2.6% and ROE of 14%, with credit cost controlled at 0.7% for Q4 and 0.8% for full year. Management has guided for 20-25% AUM growth in FY27 with 20-30 bps ROA improvement expected. ST LAP business is showing signs of recovery after internal restructuring with improved collection infrastructure.

Likely market impact

The company has delivered a strong rebuild year with improved asset quality (GNPA reduced to 1.9%) and controlled credit costs. The management guidance for continued ROA expansion and 20-25% AUM growth suggests positive momentum for shareholders, though the competitive pressure in gold loans may keep yields under slight pressure.