Quarterly AUM growth of 5-7%
Management reiterated its guidance of 5-7% sequential AUM growth, with Q4 FY26 delivering above 7%.
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SBFC Finance · forward-looking guidance across the available source record.
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What management said would happen.
growth
Opex reduction of 20-25 bps in FY27
Operating expenses are expected to decline by 20-25 basis points over the year as newer branches mature.
Gold loan share to move towards 25%
With branch additions and firm gold prices, gold loan share of AUM is expected to gradually increase to around 25%.
Credit cost to remain rangebound at ~1.8%
Credit cost is expected to stay around current levels with a marginal 5 bps improvement, given macro uncertainties.