Announced Fri, 15 May · 13:29 IST

Satin Creditcare Network Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

SATIN · price

Loading chart…

▲ 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
-2.9%1-day move
₹225.00
prior close
₹225.38
base price
In-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.1-0.1+0.1+0.3-2.9-1.3-2.0-3.6-6.0-0.4+6.2+3.4+14.9
Up moveDown movePending
AI summary

Satin Creditcare reported strong FY26 results with consolidated AUM crossing INR15,174 crores (up 19% YoY) and PAT of INR330 crores (up 79% YoY). Q4 was exceptional with consolidated PAT growing 640% YoY and 125% QoQ. The company raised its long-term AUM target to INR32,000 crores by 2030 (from INR25,000 crores), driven by strong subsidiary performance. Satin Housing Finance and Satin Finserv have both crossed INR1,000 crores AUM each. For FY27, standalone guidance is 15-20% AUM growth with credit cost of 3-3.5% (improvement from 3.8% in FY26). Asset quality is strong with stand-alone GNPA at 3.1% and X-bucket collection efficiency at 99.9%.

Likely market impact

The company demonstrated recovery from the microfinance sector stress with best-in-class metrics including Q4 ROA of 4.71% and ROE of 23.31%. The upward revision in long-term AUM targets and strong subsidiary growth trajectory signal confidence in sustained outperformance, which could be positive for the stock.