SGFINNSESG Finserve LimitedMediumNeutral
Announced Thu, 16 Apr · 13:02 IST

SG Finserve Limited has informed the Exchange regarding a press release dated April 16, 2026, titled "Press Release".

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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Price reaction · full curve 14 horizons · vs prior close
+10.2%1-day move
₹465.35
prior close
₹486.25
base price
In-mkt
timing
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+0.6+1.6+1.7+0.5+10.2+6.8+16.8+14.9+17.1+17.9+29.1+18.4+26.4+37.5
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AI summary

SG Finserve reported strong FY26 results with PAT of Rs 127.65 Cr, up 58% YoY, driven by 75% loan book growth to Rs 3,936 Cr. Q4 PAT was Rs 42.27 Cr, up 30% QoQ. Gross disbursements crossed Rs 25,000 Cr with 40% YoY growth. The NBFC maintains NIL NPAs with RoA of 4.8% and RoE of 12%. The company raised Rs 316 Cr through warrant conversion, strengthening net worth to Rs 1,460 Cr with leverage at 1.9x. Management provided forward guidance targeting AUM CAGR of 25-30%, PAT CAGR of 30-35%, RoA of 4.5-5.0%, and RoE of 14-16%. Supply Chain Finance remains core focus, with new factoring product launched in March 2026.

Likely market impact

SG Finserve delivered robust growth with strong profitability metrics and clean asset quality. Management's multi-year guidance on AUM, PAT, and return ratios signals confidence in sustained expansion, though the ambitious 25-30% growth targets warrant monitoring given the competitive NBFC landscape.