Q2 2026 Sammaan Capital Ltd Earnings Call Transcript

Oct 31, 2025 / 12:00 PM GMT

Release Date Price: ₹188.59 (+2.28%)

Transcript

Key Points

Positve

Sammaan Capital Ltd (BOM:535789) announced a significant preferential allotment to an international holding company, which could lead to a 63.4% stake acquisition, enhancing its capital base.
The company successfully raised $450 million through a dollar bond issuance, benefiting from a 150 basis point reduction in borrowing costs.
Moody's has put Sammaan Capital Ltd (BOM:535789) on review for a possible credit rating upgrade, indicating improved financial stability.
The company's net worth increased to 22,373 crores, and it reported a profit of 308 crores compared to a loss in the previous year.
Sammaan Capital Ltd (BOM:535789) plans to expand its product lines and branch network significantly, aiming for a fourfold increase in personnel and a three to fourfold increase in branches.

Negative

The company is still awaiting regulatory approvals for the preferential allotment, which could take up to four months, delaying potential benefits.
There is a near-term margin compression due to the transition from wholesale to retail assets, impacting yields.
The legacy loan AUM has declined by 9,000 crores, indicating a rundown of older, possibly non-performing assets.
The company is in a transitional phase, requiring stakeholders to wait for two more quarters for a clear strategic plan post-investment.
Sammaan Capital Ltd (BOM:535789) faces challenges in maintaining a stable leadership team amidst significant organizational changes.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SMMN.NS - Sammaan Capital Ltd
Q2 2026 Sammaan Capital Ltd Earnings Call
Oct 31, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Saan Capital Limited Q2 FI26s conference call hosted by MUFG in time.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchtone phone.

Please note that this conference is being recorded. I now hand the call over to Mr. Aan Sumra from MUFG in time. Please go away.

Thank you and over to you, Mr. Arian.

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Unidentified_2 [2]
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