SMC Global Securities Limited — Investor Meet, 08-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

SMC Global Securities reported Q4 FY26 consolidated operational income of INR 516.9 Cr (+22.6% YoY) and PAT of INR 21.5 Cr. For FY26, operational income was INR 1,876.9 Cr (+5.7% YoY) and PAT was INR 103.2 Cr, impacted by higher finance costs and strategic calibration in the financing business.

The broking, distribution, and trading segment saw strong Q4 revenue growth (+19.3% YoY). The financing business prioritized asset quality, consciously reducing unsecured disbursements, but anticipates 15-20% AUM growth next year. Insurance broking revenue grew 17.1% YoY for FY26, driven by an upgrade to composite broker and expects continued 15% growth. Management emphasizes a diversified model, technology investment, and financial discipline, aiming to rebuild return metrics in FY27.