SMC Global Securities Ltd (SMCGLOBAL) Q4FY26 Management Mirror - Mar-2026 Qtr
Financing & NBFC Operations
Management now expects AUM to grow 15% to 20% in the current financial year and projects focused disbursements to exceed INR 800 crores, marking an explicit acceleration from the Dec'25 Qtr when the portfolio was described as being in a transitional churn phase with a micro LAP target of INR 125 crores by Mar'26, which followed the Sep'25 Qtr's primary focus on reducing unsecured MSME exposure below 25%; robust longer-term growth from new products is anticipated by the Mar'28 and Mar'29 periods once the portfolio transition concludes. [Status: Upgraded]
2 more themes on the ELITE plan.