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Spandana Sphoorty Financial LtdQ3 FY25

Spandana Sphoorty Financial Ltd Q3 FY25 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: 269Market Cap: ₹2.1K CrSector: Finance

Management growth scorecard

Revenue

Category 2

Margin

Category 3

Fundraise

Yes

Order

Yes

Capex

Yes

3 of 5 growth signals are positive.

Full analysis

Revenue guidance

Category 2
No information is provided regarding the same in the latest conference call.

Margin guidance

Category 3
No information is provided regarding the same in the latest conference call.

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Fundraise plans

Yes
No information is provided regarding the same in the latest conference call.

Order book

Yes
The transcript does not provide specific details on the current or expected order book or pending orders for Spandana Sphoorty Financial Limited. However, some related highlights include: - Disbursements have gained momentum, with Q2 FY ’26 disbursements at Rs. 934 crores versus Rs. 280 crores in Q1. - October disbursements were slightly lower due to fewer working days and festivities but expected to pick up in November and December. - The AUM stood at Rs. 4,088 crores at the end of Q2, with anticipated growth as disbursements increase. - 10 lakh customers are eligible for further lending under stricter internal guidelines, indicating significant lending headroom. - Planned monthly disbursement run rate expected to be Rs. 700+ crores in the next quarter. No explicit mention of an order book or pending orders was made in the call.

Capex plans

Yes
No information is provided regarding the same in the latest conference call.

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