SAHLIBHFIBSEShalibhadra Finance LtdMediumNeutral
Announced Sat, 30 May · 17:51 IST

Investor Presentation for the Quarter and Year ended 31st March 2026

Analyst Day Multiyear TargetsInvestor Communications View source PDF

SAHLIBHFI · price

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Price reaction · full curve 14 horizons · vs prior close
+2.4%1-day move
₹79.98
prior close
₹76.97
base price
After-mkt
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AI summary

Shalibhadra Finance, an RBI-registered NBFC focused on small-ticket rural vehicle financing, reported FY26 AUM of ₹220 Cr (up 25% from ₹176 Cr in FY25), with NII at ₹35.90 Cr and PAT at ₹19.48 Cr, both up ~15-22% YoY. The company operates 61 owned branches across 4 states with a near-100% secured loan book and strong asset quality (GNPA 2.94%, NNPA 1.17%). Capital adequacy stands at 78.28% with networth of ₹172 Cr. The presentation outlines a strategic shift towards product diversification (Micro LAP, Home Loans, Tractor Loans) and geographic expansion (targeting 100 branches from current 61).

Likely market impact

The multi-year AUM target of ₹500 Cr by FY29 signals strong growth intent backed by healthy margins (NIM 11.01%) and robust capital. However, the expansion into new products and geographies introduces execution risk in a competitive rural lending space.