šŸ’° Financial Performance

Revenue Growth by Segment

Consolidated H1 FY26 revenue reached INR 682.37 Cr, a 21.29% YoY decline. FY25 segment performance included NBFC finance income of INR 60 Cr, Insurance premium of INR 64 Cr, and Broking average daily turnover of INR 3,093 Cr. Merchant banking executed 6 SME IPOs in FY25.

Geographic Revenue Split

The company has established a footprint across 16 states in India, though specific percentage contribution per state is not disclosed.

Profitability Margins

Operating Profit Margin (OPM) declined from 44.69% in FY24 to 36.69% in FY25. Net Profit Margin (NPM) decreased from 28.71% to 22.65% in the same period. Return on Net Worth fell from 30.64% to 15.97% due to lower profits and additional equity.

EBITDA Margin

EBITDA declined 19% in FY25 to INR 538 Cr from INR 663 Cr in FY24, reflecting a core profitability squeeze due to regulatory changes affecting trading volumes.

Capital Expenditure

Not disclosed in absolute INR Cr, but the company is prioritizing increased investment in technology and cyber security to support its WealthTech and algo trading divisions.

Credit Rating & Borrowing

CareEdge Ratings monitors the company. Borrowing costs are managed through a net worth of INR 2,334 Cr and bank guarantees backed by fixed deposits. NBFC Net Interest Margins (NIM) remained strong at 17.49%.

āš™ļø Operational Drivers

Raw Materials

Not applicable for a financial services provider.

Import Sources

Not applicable.

Key Suppliers

Not applicable (Financial Services).

Capacity Expansion

Institutional client base grew to 137 institutions (a 2-fold increase over FY25). NBFC loan book reached INR 260 Cr across 80 branches and franchises.

Raw Material Costs

Not applicable.

Manufacturing Efficiency

Not applicable.

Logistics & Distribution

Not applicable.

šŸ“ˆ Strategic Growth

Expected Growth Rate

77%

Growth Strategy

Diversification into fee-based income via Wealth Management (AIF and PMS SEBI approval received), expansion of the Margin Trading Facility (MTF) to spur retail demand, and the pending acquisition of Silverleaf (NCLT approval expected in 3-4 months) to enhance proprietary trading kitty.

Products & Services

Equity broking, currency & commodity derivatives, SME IPOs, insurance policies, NBFC loans, Margin Trading Facility (MTF), and algo trading solutions.

Brand Portfolio

Share India, uTrade Algo.

New Products/Services

Wealth Management (AIF/PMS) and Margin Trading Facility (MTF) are expected to diversify revenue away from proprietary trading.

Market Expansion

Strategic shift toward the retail segment and expansion of the branch network across 16 states.

Market Share & Ranking

DII share reached an all-time high of 17.62% in the industry, surpassing FIIs at 17.22%.

Strategic Alliances

11 subsidiaries and empanelment with 137 institutions over the last two years.

šŸŒ External Factors

Industry Trends

The industry is evolving toward retail and domestic institutional dominance (27.1% combined share for DII/Retail/HNI) and rapid fintech disruption.

Competitive Landscape

Intense pressure from fintech startups and low-cost brokers disrupting traditional models.

Competitive Moat

Durable advantage through 30 years of experience and being pioneers in algo trading technology for domestic and international clients.

Macro Economic Sensitivity

Sensitive to FPI outflows (INR 1.25 Lakh Cr in FY25) and global interest rate hikes which shift capital away from emerging markets.

Consumer Behavior

Shift toward digital trading platforms and passive investing creates new threats to traditional broking.

Geopolitical Risks

Global instability and rising US yields impact investor confidence and revenue streams.

āš–ļø Regulatory & Governance

Industry Regulations

Governed by general corporate laws and tax frameworks; specific non-SEBI regulations not detailed.

Environmental Compliance

Not disclosed.

Taxation Policy Impact

Effective tax rate is approximately 24-25% based on Q2 FY26 results.

Legal Contingencies

Not disclosed in available documents (excluding SEBI-related matters).

āš ļø Risk Analysis

Key Uncertainties

Regulatory changes to derivative trading (21.29% revenue impact) and market volatility (17% trading income impact).

Geographic Concentration Risk

Presence in 16 states; specific regional revenue concentration not disclosed.

Third Party Dependencies

High dependency on stock exchanges and technology infrastructure providers.

Technology Obsolescence Risk

Rapid fintech development necessitates continuous high investment in technology to avoid disruption.

Credit & Counterparty Risk

NBFC loan book of INR 260 Cr and margin requirements with exchanges are primary credit exposures.