S

SBFC Finance Limited

SBFCNSE
Market snapshot · 2026-08-11 09:37 UTC

93.79

₹-0.21 (-0.22%)

MARKET CAP

₹10.39K Cr

STOCK P/E

21.5x

52W HIGH

₹123.00

52W LOW

₹79.60

BOOK VALUE

₹33.69

EPS

₹4.36

ROE

SECTOR

Financials

DEBT/EQUITY

195.69

VOLUME

11.94L

P/B RATIO

2.78x

PEG RATIO

0.76

Sector

Financials

Themes

Specialized Finance
E
Earnings
₹115.48₹107.25₹99.03₹90.80₹82.57VolumeEEAug '25Sep '25Nov '25Jan '26Mar '26Apr '26Jun '26Aug '26

AI Summary

✦ Clartha

Forecast

Analyst targets, estimate history, and probabilistic forward ranges for SBFC.

7.00 analysts

Price Forecast

Current
₹93.50
High Target
₹140.00
▲ +49.7%
Median Target
₹118.00
▲ +26.2%
Low Target
₹105.00
▲ +12.3%
Now₹93.50High ₹140.00Median ₹118.00Low ₹105.00Aug '25Now12M Target
Price history (1Y)
Analyst target range
7 analysts

Probabilistic Range

Probabilistic lognormal cone using 1Y realized volatility and analyst-target drift when available.

Time horizonRange ()Probability
3M₹78.50 - ₹116.4980%
6M₹73.99 - ₹129.3080%
12M₹68.95 - ₹151.8480%
Realized vol: +30.8% · Drift: +13.8%

Revenue Forecast

₹ Cr
Mar '26Current₹454.0
Sep 2026 ETrend estimate range
High₹569.5Base₹527.3Low₹485.1
Jun '25: ₹388.0 · Sep '25: ₹411.0 · Dec '25: ₹427.0 · Mar '26: ₹454.0 · Sep '26: ₹527.3 · Dec '26: ₹547.8
Jun '25Sep '25Dec '25Mar '26Sep '26 EDec '26 E388.0411.0427.0454.0527.3547.8
PastCurrentTrend estimate: Low / Base / High

EPS Forecast

₹ / share
Mar '26Current₹1.12
Sep 2026 ETrend estimate range
High₹1.45Base₹1.30Low₹1.14
Jun '25: ₹0.93 · Sep '25: ₹1.00 · Dec '25: ₹1.08 · Mar '26: ₹1.12 · Sep '26: ₹1.30 · Dec '26: ₹1.40
Jun '25Sep '25Dec '25Mar '26Sep '26 EDec '26 E0.931.001.081.121.301.40
PastCurrentTrend estimate: Low / Base / High
Market Intelligence

Multi-factor synthesis of 5 key dimensions

Overall Outlook
Supportive
80%
Analyst Consensus
Positive

From 7 analysts

Mean upside+29.9%

Fundamentals

Strong

Fundamentals institutional score is 94 using growth durability 93.9.

Valuation

Attractive relative to peers

Valuation institutional score is 82 using relative multiple z-scores where peer dispersion is available.

Analyst Consensus

Positive

Analyst View institutional score is 84 using mean target upside 29.9%; dispersion penalty 11.5; recommendation breadth from available consensus.

Technical Structure

Mixed Momentum

Technicals institutional score is 65 using EMA-20 continuation within 5% tolerance; VCP range/volume contraction proxy.

Market Sentiment

Neutral backdrop

Recent news flow is balanced or not decisive enough to tilt the tape. Based on 9 recent ticker-linked news items.

Signal Summary

Market intelligence remains Supportive. fundamentals and valuation provide support.

Composite weights: Fundamentals 25%, Valuation 20%, Analyst Consensus 20%, Technical Structure 20%, Market Sentiment 15%.

Fundamentals StrongValuation Attractive relative to peersAnalyst Consensus PositiveTechnical Structure Mixed MomentumMarket Sentiment Neutral backdrop

Key Data Points

Mean Target Price121.4 target
Mean Upside+29.9%
Technical Score65%
Fundamental Score94%
Data CoverageHigh

Important Note: This is market intelligence, not investment advice. Always conduct your own research and consider your financial goals and risk tolerance.

Valuation Metrics

Trading 5.5% above historical median. Valuation is stable — currently in the fair zone (z-score: +0.15). Confidence: 89%.

Live forward EPS implies next-12-month EPS of ₹6.13. Applying the stock's normalized valuation corridor produces a fair range of ₹119.41 to ₹139.09, with base value near ₹125.60 (+33.6% vs current price).

Forward Valuation Outlook

Live forward estimate anchored to the company's historical valuation corridor.

Below normalized range

Forward EPS

₹6.13

Forward P/E

15.3x

Base Fair Value

₹125.60

Fair Range

₹119.41 - ₹139.09

Upside To Base

+33.6%

Estimate Source

Live forward EPS

Growth Estimate

+28.6%

P/B
Strongly Undervalued

5Y Average

3.32

Current

2.79

Overvalued

3.82

Undervalued

2.82

P/E
Fair

5Y Average

21.24

Current

21.62

Overvalued

22.69

Undervalued

19.48

P/S
Fair

5Y Average

9.59

Current

9.73

Overvalued

9.98

Undervalued

8.81

Peers & Comparison

Sector: Financials · Theme: Specialized Finance

Specialized Finance · Specialized Finance Peers7 peers
Avg P/E: 39.2x
CompanyRev. GrowthMarginP/Evs Avg52W Perf.
IFCI LTD
IFCISpecialized Finance
0.0%
106.4x
Premium
+171% vs avg
+44.0%
INDIAN RENEWABLE ENERGY
IREDASpecialized Finance
+23.7%46.0%
16.9x
Undervalued
-57% vs avg
-17.2%
SAGILITY LIMITED
SAGILITYSpecialized Finance
+27.6%13.0%
20.5x
Undervalued
-48% vs avg
-1.5%
AUTHUM INVEST & INFRA LTD
AIILSpecialized Finance
+14.1%82.1%
30.1x
Undervalued
-23% vs avg
+3.7%
TOURISM FINANCE CORP. OF
TFCILTDSpecialized Finance
+98.3%67.8%
35.5x
Fair
-9% vs avg
+100.7%
HSG & URBAN DEV CORPN LTD
HUDCOSpecialized Finance
+9.8%90.7%
9.3x
Undervalued
-76% vs avg
-5.2%
RAIL VIKAS NIGAM LIMITED
RVNLSpecialized Finance
+4.2%4.3%
55.4x
Premium
+41% vs avg
-30.0%
WHY THESE PEERS

SBFC FINANCE LIMITED trades at a discount (21.5x vs peer avg 39.2x), suggesting potential undervaluation relative to the Specialized Finance cohort. Peers include IFCI LTD, INDIAN RENEWABLE ENERGY, SAGILITY LIMITED — selected based on business model, industry classification, market cap similarity, and business theme alignment.

Financials

Real statement data for revenue, earnings quality, conversion, and balance-sheet coverage. Monetary values are shown in Rs crore.

Latest revenue

₹454 CrMar 2026

Latest net profit

₹160 CrMar 2026

Latest EPS

₹1.12Mar 2026

Net margin

76.8%Mar 2026

Performance

Bars show revenue and net profit. The line shows net margin.

Rs crore + margin %
Q4 '25Q1 '26Q2 '26Q3 '26Q4 '260.0%20.0%40.0%60.0%80.0%0.00 Cr150 Cr300 Cr450 Cr600 Cr
  • Revenue
  • Net income
  • Net margin %

Earnings

Revenue is shown in crores. EPS is rupees per share.

Rs crore + Rs/share
Q4 '25Q1 '26Q2 '26Q3 '26Q4 '260.00 Cr150 Cr300 Cr450 Cr600 Cr₹0₹0₹1₹1₹1
  • Revenue
  • EPS

Revenue to profit conversion

Bridge from operating numbers to profit for the latest reported period.

Rs crore
RevenueExpensesDepreciationOperatingprofitOther incomeInterestProfitbefore taxTax & otherNet Profit0.00 Cr150 Cr300 Cr450 Cr600 Cr

Latest reported period: Mar 2026

Results

MetricMar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Sales208230246264279298314333361388411427454
Expenses61.5365.2772.4977.9176.9879.0580.8985.8991.9797.9110095.52101
Operating Profit143161171183198215229243264285306326348
OPM %68.87%70.21%69.25%69.17%71.09%72.16%73%72.82%73.23%73.5%74.39%76.45%76.76%
Other Income1.120.340.20.090.650.010.30.090.60.110.220.250.11
Interest78.788.6189.1684.5888.394.76100106118125129136147
Depreciation3.083.123.253.423.633.763.854.654.565.045.084.995.01
Profit before tax65.3672.9281.6198.02111120129137147161177191201
Tax %23.44%21.7%22.08%22.16%29.27%22.02%21.24%21.5%21.4%21.29%20.78%20.87%20.55%
Net Profit50.0457.163.5976.378.1993.53102107115126140151160
EPS in Rs0.480.520.520.600.690.730.780.820.870.931.001.081.12

All values in Rs. Crore unless otherwise stated. Source: CMIE Prowess, Quarterly Interim Standalone.

Shareholding Pattern

HolderMar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Promoters53.33%53.19%52.98%52.82%52.35%
FII6.53%7.12%7.01%6.88%6.21%
DII17.75%17.06%18.27%19.59%22.03%
Public11.88%8.36%8.54%8.84%7.49%
Others10.51%14.27%13.20%11.87%11.92%
Mar 2026
Promoters
FII
DII
Public
Others

Events Timeline

Concall Transcript - FY2027

Jul 25, 2026PDFKnowledge Base Open

Concall Transcript - FY2027

Jul 22, 2026PDFKnowledge Base Open

Concall Transcript - FY2027

May 05, 2026PDFKnowledge Base Open

Concall Transcript - FY2027

Apr 27, 2026PDFKnowledge Base Open

Concall Transcript - FY2027

Apr 22, 2026PDFKnowledge Base Open