SMC Global Securities Limited — PPTs, 27-07-2025: Investor Presentation

**1. Financial Highlights:**

SMC Global Securities reported Q1 FY26 revenue of INR 425.1 Cr. Cost efficiencies boosted EBITDA 59.2% QoQ to INR 100.3 Cr and PAT 631.7% QoQ to INR 30.0 Cr, leading to improved margins. NBFC showed 98.2% collection efficiency and healthy NPAs.

**2. Strategic Initiatives & Growth Drivers:**

SMC transforms into a diversified financial powerhouse, prioritizing digital capabilities and AI. Its expanded network of authorized persons/distributors and strategic bank alliances boost client reach and market penetration.

**3. Business & Market Insights:**

Broking & Distribution saw strong 14.3% QoQ revenue and 72.7% QoQ EBIT growth. Broking DP AUA rose to INR 1,34,488 Cr, Mutual Funds AUM reached INR 4,519 Cr. SMC holds a strong national brand, high-margin offerings, and a fintech-focused competitive edge.

**4. Investor Implications:**

This quarter highlights SMC's robust operational discipline, translating cost control into significant profit growth. Its diversified model, growing asset bases, and strategic tech/distribution focus signal positive growth potential.