SAMMAANCAPNSESammaan Capital LimitedMediumNeutral
Announced Tue, 20 May · 18:03 IST

Sammaan Capital Limited has informed the Exchange about Transcript

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

SAMMAANCAP · 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

Awaiting price reaction for this filing.

AI summary

Sammaan Capital reported FY25 as a transformational year, completing Rs. 3,700 crore rights issue and a QIP that lifted net worth to Rs. 21,822 crore. Total AUM stood at Rs. 62,346 crore, with growth AUM rising to Rs. 37,000+ crore (60% of total) from Rs. 26,000 crore last year, driven by an asset-light model with 95-96% of loans co-lent or assigned to banks. Profit after tax was Rs. 324 crore vs Rs. 320 crore in the year-ago quarter, NIM improved to 6.2%, gearing fell to 1.9x, gross NPA halved to 1.3%, and net NPA dropped to 0.8%. Credit ratings remain AA stable, while borrowings grew 2.3x and incremental rates are about 35 bps lower. Management targets consolidated AUM of Rs. 1 lakh crore by FY27, ROA of 4%+, and ROE of mid-teens overall (high teens on growth AUM).

Likely market impact

Positive for shareholders — improving asset quality, stronger capital base, declining gearing, and clear multi-year roadmap to higher ROE and AUM growth could support the stock, though legacy book rundown keeps total AUM under pressure in the near term.