MANBANSEManba Finance LimitedLowNeutral
Announced Wed, 20 May · 17:48 IST

Manba Finance Limited has informed the Exchange about Transcript

Investor Communications View source PDF

MANBA · price

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Price reaction · full curve 14 horizons · vs prior close
+1.3%1-day move
₹106.10
prior close
₹108.10
base price
After-mkt
timing
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-1.0-0.1-0.4-0.7+1.3+1.8+1.0+2.6+0.4+6.1+17.8+23.0+32.6
Up moveDown movePending
AI summary

Manba Finance, an NBFC focused on 2-wheeler financing, reported strong Q4 FY26 with net interest income of INR 50 crore (+34% YoY) and PAT of INR 11 crore (+39% YoY). Full year FY26 saw NII of INR 162 crore (+24% YoY), PAT of INR 45 crore (+20% YoY), and AUM of INR 1,713 crore (+29% YoY). Net interest margin stood at 13.63% with gross yield of 22.85%. The company has 2.20 lakh live customers across 130 locations in 6 states. Asset quality remains well-controlled with Gross NPA at 3.33% and Net NPA at 2.46%. Management signed an MOU with TVS Motor Company for 3-wheeler financing and targets 25-30% annual AUM growth, aiming to reduce 2-wheeler concentration from 84% to ~65% over 3 years. The company plans equity fundraising in Q3/Q4 FY27 and maintains a healthy debt-to-equity ratio below 4.

Likely market impact

Strong operational momentum with improving profitability and asset quality. Diversification strategy (reducing 2-wheeler concentration, expanding into MSME LAP, used car) and geographic expansion (UP, MP, Karnataka) support sustained growth. Equity raise planned but may be delayed due to market valuations.