SMC Global Securities Limited — PPTs, 03-02-2026: Investor Presentation

SMC Global Securities saw Q3 FY26 consolidated revenue grow 8.6% YoY to INR 494.8 Cr, but profit after tax (PAT) dipped 29.8% to INR 30.8 Cr. Broking, Distribution & Trading, along with Insurance Broking, drove Q3 growth with strong retail participation and robust policy sourcing. However, the Financing (NBFC) segment experienced a 32.0% revenue decline, reflecting a cautious lending strategy focused on asset quality. For 9M FY26, consolidated revenue was largely stable at INR 1,360.0 Cr, while PAT fell 42.7% to INR 81.8 Cr.

Strategically, SMC is deepening bank partnerships, expanding digital platforms, and boosting customer engagement through research-driven advisory tools. The company is transforming into a diversified financial services powerhouse, emphasizing tech integration and cross-selling. Management aims for global expansion and increased fee-based income. Broking DP AUA surged to INR 164,217 Cr, with online penetration reaching 70%. The NBFC segment maintains strong asset quality with NNPA at 1.99% and AUM at INR 1,107 Cr.