Ab thoda deep dive karte hain Manba Finance ke results mein.
Company ne Q3 FY26 mein Net Interest Income (NII) 17% YoY badha kar ₹42 crore kar liya hai, aur 9 mahino mein toh yeh ₹110 crore tak pahunch gaya. Profit After Tax (PAT) bhi 9 mahino mein 15% badh kar ₹34 crore raha, jabki Q3 mein ₹13 crore ka PAT aaya. Aur Net Interest Margin (NIM) bhi mast 12.65% par stable hai.
Sabse achhi baat pata hai kya hai? Inki asset quality bhi sudhar gayi hai. Gross NPA ab sirf 3.38% aur Net NPA 2.57% reh gaya hai. Credit costs toh 1% se bhi neeche control mein hain, aur Capital Adeququacy Ratio (CAR) bhi ekdum solid 25.06% hai, matlab paisa safe hai.
Management ka aage ka plan bhi bold hai. FY26 mein AUM ₹1,700-1,750 crore tak pahunchega, aur FY27 ke liye toh target hai 25-30% revenue growth ke saath ₹65-70 crore ka PAT! ROA 3.25-3.5% aur ROE 14-15% ka aim hai.
Strategy ke hisaab se, company naye products launch kar rahi hai. February 2026 mein MSME Loan Against Property (LAP) aa raha hai. Uttar Pradesh aur Madhya Pradesh mein bhi apna presence badha rahe hain. TVS Motor Company ke saath deal se three-wheeler financing mein help milegi. Used car aur used two-wheeler financing par bhi focus hai. Equity fundraising plans bhi hain H2 FY27 mein, agar market sahi raha toh.
Haan, ek chhota sa risk hai EV three-wheeler segment mein, jahan local manufacturers ke issues ke karan thoda collection mein dikkat aa rahi hai. Investors ko abhi MSME LAP product aur TVS deal ka impact dekhna hoga.