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    SRG Housing

    SRGHFL
    Financial Services·5 May 2025
    Management Summary

    SRG Housing Finance Limited delivered a strong performance in FY25, exceeding its AUM target with INR 759 crores and achieving 14% PAT growth. The company demonstrated improved asset quality with reduced NPAs and expanded its branch network to 90. While ROA saw a slight dip due to increased equity, management is optimistic about future growth, targeting INR 1,000-1,100 crores AUM for FY26 and INR 1,500 crores for FY27, driven by operational efficiencies and strategic geographical diversification.

    Highlights

    5
    • AUM reached INR 759 crores in FY25, surpassing the target of INR 750 crores, demonstrating strong growth.

    • Profit After Tax (PAT) grew 14% year-on-year to INR 24 crores in FY25, reflecting improved profitability.

    • Asset quality significantly improved with Gross NPA reducing to 1.84% from 2.29% last year, and Net NPA to 0.61% from 0.69%.

    • The company expanded its branch network to 90 from 67 last year, supporting broader market reach and future growth.

    • Net worth substantially increased by 66% to INR 264 crores from INR 159 crores last year, strengthening the capital base.

    Concerns

    2
    • Return on Assets (ROA) decreased to 3.17% in FY25 from 3.56% in March of the previous year, primarily due to an increase in equity.

    • Net Interest Margin (NIM) faced pressure from previous interest rate increases on fixed-rate books and regulatory shifts requiring a higher proportion of housing loans, though management expects future repo rate decreases to offset this.

    What Changed2

    vs Q2 FY26

    Guidance items13 → 9 (-4)Risks discussed3 → 4 (+1)

    Key financials

    Single quarter

    14 metrics
    1. 01AUM₹759 Cr+26.3%YoY
    2. 02Disbursement₹305 Cr+7.4%YoY
    3. 03PBT₹30 Cr+15.4%YoY
    4. 04PAT₹24 Cr+14.3%YoY
    5. 05Total Income₹155 Cr+22.0%YoY

    Capital allocation

    2
    high confidence
    CategoryHeadline
    Debt

    Gross ₹584 crores

    Liquidity

    Cash ₹55 crores

    The company's liquidity is strong and the ALM position has been comfortable.

    Guidance & targets

    9
    CategoryTargetPriority
    Profitability
    ROA
    cross 3.5%
    High
    Profitability
    ROA
    cross 4%
    Medium
    Profitability
    PAT Growth vs AUM Growth
    PAT growth > AUM growth
    High
    AUM
    AUM
    INR 1,000-1,100 crores
    High
    AUM
    AUM
    INR 1,500 crores
    Medium
    Disbursement
    Disbursement
    INR 400 crores
    High
    Disbursement
    Disbursement
    INR 500 crores
    Medium
    Branch Network
    Total Branches
    100
    High
    Rating
    Credit Rating
    A-
    High

    ROA Improvement

    next year (FY26)
    Current3.17%
    Target>3.5%

    Why it matters

    ROA is a key profitability metric, and management expects a recovery after a dip attributed to equity increase.

    The ROA is 3.17% which was 3.56% in March, and the reason for the decrease in ROA is that when the equity increases, the ROA will also decrease. ... the ROA should cross the 4% which has been taken by the equity, and it will cross 3.5% in the next year.

    How to verify

    key_financials.metrics[label='ROA']

    Risks & concerns

    4
    RiskSeverity

    ROA Dilution due to Equity Increase

    ROA decreased to 3.17% from 3.56% due to the increase in equity, but management expects it to recover and cross 3.5% next year.Management acknowledged

    medium

    NIM Pressure from Regulatory Changes and Interest Rates

    Regulatory shift requiring 70% housing loan (vs. higher LAP previously) and past interest rate increases on fixed-rate books impacted NIM, though falling repo rates are expected to offset this.Management acknowledged

    medium

    Competitive Intensity in Urban Areas

    While competition exists in urban areas, the company focuses on less penetrated rural and semi-urban segments where it faces less competition.Management downplayed

    low

    Economic Slowdown Impact

    Management believes the housing finance business in rural areas is less affected by general economic slowdowns compared to other finance sectors.Analyst downplayed

    low

    Q&A highlights

    8

    “The ROA is 3.17% which was 3.56% in March, and the reason for the decrease in ROA is that when the equity increases, the ROA will also decrease. ... the ROA should cross the 4% which has been taken by the equity, and it will cross 3.5% in the next year.”

    Clarifies the reason for ROA decline and provides specific targets for its recovery, indicating management's confidence in future profitability.

    asked by Mr. Aditya A.

    2 min read6 chapters

    Detailed Narrative

    01

    Strong Financial Performance in FY25

    SRG Housing Finance achieved an AUM of INR 759 crores in FY25, surpassing its target of INR 750 crores, representing a 26% growth from INR 601 crores last year. Profit After Tax (PAT) increased by 14% to INR 24 crores from INR 21 crores in the previous year, while total income grew 22% to INR 155 crores. The company's net worth significantly rose by 66% to INR 264 crores from INR 159 crores, reflecting robust financial health and capital base.

    02

    Improved Asset Quality and Prudent Credit Management

    The company demonstrated a notable improvement in asset quality, with Gross NPA reducing to 1.84% in FY25 from 2.29% last year, and Net NPA decreasing to 0.61% from 0.69%. Management clarified that the credit cost was 1.82% in March, lower than the previous year's 2.24%, and the Stage 2 book stood at a healthy 0.46%. This indicates effective credit management and no significant stress in its 100% secured loan portfolio, which primarily consists of housing loans (73%) and LAP (27%).

    03

    Strategic Branch Expansion and Geographical Diversification

    SRG Housing expanded its branch network to 90 in FY25 from 67 in the previous year, with a target of 100 branches. The company has successfully diversified its operations beyond Rajasthan (29% of Q4 disbursements) into Gujarat (47%), Maharashtra (15%), Andhra Pradesh (2-2.25%), and Karnataka (2.72%), with plans to enter Tamil Nadu. This expansion strategy focuses on less competitive semi-urban and rural areas, enabling comfortable business growth and reducing geographical concentration risk.

    04

    Optimistic Future Growth and Profitability Outlook

    Management provided an optimistic outlook, targeting an AUM of INR 1,000-1,100 crores for FY26 and INR 1,500 crores for FY27. Despite a current ROA of 3.17% (down from 3.56% due to increased equity), they expect ROA to cross 3.5% next year and eventually 4%. Operational efficiencies from completed expansion, increased ticket sizes, and stable fixed costs are anticipated to drive PAT growth higher than AUM growth in the coming two years.

    05

    Funding and Liquidity Management

    In FY25, the company successfully raised INR 274 crores, including INR 80 crores in equity. Outstanding borrowings stood at INR 584 crores, with a diversified mix of 46% from banks, 48% from FIs, and 6% from NHB. The company maintains strong liquidity with INR 55 crores in liquid funds and a comfortable ALM position, while prudently avoiding high-cost, short-term, or bullet payment NCDs to manage its cost of funds effectively.

    06

    Experienced Management and Governance

    SRG Housing has built a strong Pan-India team with experienced professionals across various functions, including credit (15 years experience), national recovery, technology, risk control, and HR (18 years experience, IIM alumni). The board also comprises experienced bankers, CAs, and compliance secretaries, ensuring robust governance and expertise to support the company's ambitious growth trajectory and navigate industry challenges🌐.

    This is an AI-generated summary of a publicly available earnings call transcript. It is for informational purposes only and does not constitute investment advice, a recommendation, or an endorsement. inve.money is not a SEBI-registered investment advisor. Please consult a qualified financial advisor before making any investment decisions.