SMC Global Securities Limited — Investor Meet, 03-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

SMC Global posted strong Q4 FY26 revenue growth of 22.6% YoY to INR 516.9 Cr, with PAT up 424.4% to INR 21.5 Cr. For FY26, revenue rose 5.7% to INR 1,876.9 Cr, though PAT declined 29.7% to INR 103.2 Cr, impacted by derivatives activity and F&O regulatory shifts. Insurance broking was a strong performer with INR 3,145 Cr gross premium. The company is driving growth through a tech-first strategy, in-house systems, AI integration, and subscription models like SmartTrader, expanding client base (1.32M accounts) and AUM (Broking DP AUA INR 1,42,703 Cr). The outlook is confident on digital transformation and market expansion.