Smc Global Securities Ltd. (india) · NSE:SMCGLOBAL
Smc Global Securities Ltd. (india) — SMC Global Securities — Q4 FY26 Earnings Presentation
50 slides from Smc Global Securities Ltd. (india)'s earnings presentation, May 3, 2026
Slide 1: Exchange filing cover letter
Date: 03.05.2026 Listing Operations Listing Department BSE Limited, National Stock Exchange of India P J Towers, Dalal Street, Limited, Mumbai-400001, India Exchange Plaza, C-1, Block G, Bandra Kurla Complex, Scrip Code: 543263 Bandra Debentures Scrip Code: 940727,940717, (E ) Mumbai – 400051 940317
Slide 2: SMC Global Securities Ltd Investor Presentation - May 2026
SMC GLOBAL SECURITIES LTD Investor Presentation - May 2026
Slide 3: Disclaimer
Disclaimer No representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or opinions contained in this presentation. Such information and opinions are in all events not current after the d
Slide 4: Index
Index 1 Q4 & FY26 Performance Highlights 2 About SMC Group 3 Broking, Distribution & Trading 4 Financing (NBFC) Business 5 Insurance Broking 6 Historical Financial Overview 7 Way Ahead Investor Presentation – May 2026 3
Slide 5: Q4 & FY26 Performance Highlights
Q4 & FY26 Performance Highlights
Slide 6: Consolidated Performance Highlights
Consolidated Performance Highlights Q4-FY26 FY26 (Y-o-Y) (Y-o-Y) +22.6% +5.7% Revenue Revenue INR 516.9 Crores INR 1,876.9 Crores EBITDA EBITDA +42.4% -10.3% INR 89.7 Crores INR 376.4 Crores EBITDA Margins EBITDA Margins +250 bps -350 bps 17.4% 20.1% PAT PAT +424.4% -29.7% INR 21.5 Crores INR 103.2
Slide 7: Q4 FY26 Consolidated Segmental Performance
Q4 FY26 Consolidated Segmental Performance (INR Crs) BROKING, DISTRIBUTION & TRADING INSURANCE BROKING FINANCING (NBFC) 5.9% 19.3% 29.8% 43.3 Revenue 286.8 40.9 208.1 240.5 160.3 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 66.4% 7.1% 18.4% 21.2 EBIT 60.9 4.5 36.6 4.2 17.9 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q
Slide 8: FY26 Consolidated Segmental Performance
FY26 Consolidated Segmental Performance (INR Crs) BROKING, DISTRIBUTION & TRADING INSURANCE BROKING FINANCING (NBFC) +4.3% +17.1% -15.1% 667.5 222.6 1,089.2 Revenue 1,044.5 570.2 188.9 FY25 FY26 FY25 FY26 FY25 FY26 5.1% -26.2% -3% 246.9 14.3 138.5 13.6 EBIT 102.2 239.4 FY25 FY26 FY25 FY26 FY25 FY26
Slide 9: Consolidated Income Statement
Consolidated Income Statement Particulars (INR Crs) Q4 FY26 Q4 FY25 Y-o-Y Q3 FY26 Q-o-Q FY26 FY25 Y-o-Y Operational Income 516.9 421.5 22.6% 494.8 4.5% 1,876.9 1,775.7 5.7% Total Expenses 427.2 358.5 392.6 1,500.5 1,356.3 EBITDA 89.7 63.0 42.4% 102.2 -12.2% 376.4 419.4 -10.3% EBITDA Margins (%) 17.4
Slide 10: Standalone Income Statement
Standalone Income Statement Particulars (INR Crs) Q4 FY26 Q4 FY25 Y-o-Y Q3 FY26 Q-o-Q FY26 FY25 Y-o-Y Operational Income 249.9 199.0 25.6% 255.5 -2.2% 968.1 924.3 4.7% Total Expenses 184.1 164.4 179.6 716.6 667.3 EBITDA 65.8 34.6 90.2% 76.0 -13.4% 251.5 257.0 -2.1% EBITDA Margins (%) 26.3% 17.4% 890
Slide 11: FY26 Assets Under Management
FY26 Assets Under Management Broking DP AUA (INR Crs) Mutual Funds AUM (INR Crs) 1,42,703 4,294 4,178 1,15,048 3,801 2,992 78,635 52,700 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 Wealth AUM/AUA (INR Crs) NBFC AUM (INR Crs) 1,237 1,291 1,173 1,119 908 948 900 610 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26
Slide 12: About SMC Group
About SMC Group
Slide 13: SMC at a Glance
SMC at a Glance Consolidated Cities Covered NBFC AUM Net worth 396 INR 1,119 Crs INR 1,304 Crs Branches Across Employees Debt/Equity India 4,017 1.53x 203 Including 1 in Dubai Client Demat A/Cs Running SIPs Authorised Persons 13,20,070 94,392 2,003 Clearing & Settlement Network of Financial Distribu
Slide 14: Evolution from Traditional Broking to well diversified Financial Service Company
Evolution from Traditional Broking to well diversified Financial Service Company “SMC Group has solidified its technology foundation, ensuring strength” • Founded in 1994 by Mr. Subhash Discount C. Aggarwal and Mr. Mahesh C. Broking Financing Gupta, initially focusing on (StoxKart) (NBFC) traditiona
Slide 15: Organizational Structure
Organizational Structure SMC Global Securities Limited Broking | Distribution | PMS | Arbitrage & Prop Trading | Wealth Management Moneywise Financial Services Private Limited - 100% Financing (NBFC) Business 01 Pulin Comtrade Limited – 100% 02 Commodity Trading SMC Investech Private Limited - 100%(
Slide 16: Business Structure
Business Structure BROKING, DISTRIBUTION & TRADING FINANCING INSURANCE BROKING ▪ Equity, Commodity, Currency ▪ SME – Loan Against & Full-Service Broking Property (LAP) ▪ Investment Banking ▪ Life Insurance ▪ Discount Broking ▪ SME – Working Capital ▪ Clearing Services ▪ General Insurance Term Loan (
Slide 17: Expert Leadership
Expert Leadership Mr. Subhash C. Aggarwal Mr. Mahesh C. Gupta Chairman & Managing Director, SMC Group Vice Chairman & Managing Director, SMC Group Investor Presentation – May 2026 16
Slide 18: Experienced Management Team with Focused Business Heads
Experienced Management Team with Focused Business Heads Mr. Ajay Garg Dr. D. K. Aggarwal Mr. Himanshu Gupta Mr. Pranay Agarwal Mrs. Shruti Aggarwal Director & CEO – SMC Global CMD-SMC Investments and Director & CEO-Moneywise Director & CEO - Moneywise Whole Time Director- SMC Securities Ltd. MD-SMC
Slide 19: Experienced Management Team with Focused Business Heads
Experienced Management Team with Focused Business Heads Mrs. Aditi Aggarwal Mrs. Reema Garg Mr. Pravin K. Agarwal Mr. Vinod Kumar Jamar Director - Moneywise Finvest Group CHRO. Director – Whole-Time Director- SMC President & Group Chief Limited Moneywise Finvest Ltd. Insurance Brokers Pvt. Ltd. Fina
Slide 20: Our Independent Board of Directors: Industry Veterans
Our Independent Board of Directors: Industry Veterans • Non-Executive Independent Director since Sept 7, • Non-Executive Independent Director since Aug 9, 2023; 2023; corporate leader with 45+ years of experience finance and insurance veteran with 40+ years of across oil & gas, energy, finance, and
Slide 21: Our Independent Board of Directors: Industry Veterans
Our Independent Board of Directors: Industry Veterans • Non-Executive Independent Director; commerce graduate from St. Xavier’s College, Kolkata with several years of business leadership experience • Associated with Anmol Industries for 20+ years, driving its growth into a leading FMCG player with s
Slide 22: Established PAN India Presence
Established PAN India Presence 203 Srinagar Jammu Branches in India (Including Dubai) Amritsar Jalandhar Ludhiana Chandigarh Patiala Bhatinda Yamuna Nagar Sirsa KarnalAmbala Dehradun 396 Noida Sri Ganganagar Rohtak Delhi Greater Noida Panipat Daryaganj Gurugram New Delhi Moradabad Faridabad Bareilly
Slide 23: Awards & Accolades
Awards & Accolades 2025 2025 2024 2024 2023 2022 2022 2026 Distinguished MCX Awards Member Partner – MCX Awards Significant Partner Leading Member – New Initiatives & Leading Member- Contribution To Award Participating in Market Outreach Bullion Segment The Commodities futures Commodity Market 2022
Slide 24: Key Strengths
Key Strengths Comprehensive Financial Offerings with High Margin Business: SMC offers a diverse range of high-margin financial products under one roof Established National Brand: Strong Broking & Distribution Network: Well established and deeply penetrated national brand with Over 2,003 Authorized p
Slide 25: Broking, Distribution & Trading
Broking, Distribution & Trading
Slide 26: Broking, Distribution & Trading
Broking, Distribution & Trading Key Highlights: Segment Revenue* (INR Crs) Broking DP AUA (INR Crs) 1,044.5 1,089.2 1,42,703 961.4 ▪ Our expansive network includes 2,003 1,15,048 767.8 authorized persons, spanning 396 cities and 6,453 financial distributors across India. 78,635 ▪ SMC has a strategic
Slide 27: Discount Broking – StoxKart
Discount Broking – StoxKart Key Features: ▪ Subscription-led zero brokerage model through the recently launched Smart Trader plan, enabling unlimited trading at just ₹99/month and creating a strong value proposition for active traders. ▪ Highly trader-focused platform with deep strength in F&O tradi
Slide 28: Digital Ecosystem for Broking
Digital Ecosystem for Broking Website Traffic (In Mn) 9.03 • SMC ACE is a robust mobile and web trading platform designed for investors in the Indian stock market, 6.33 offering seamless access to Stocks, Mutual Funds, • SMC EasyInvest is a unified web and mobile IPOs, and NCDs. investment platform
Slide 29: Digital Ecosystem for Broking
Digital Ecosystem for Broking Quantitative Trading Desk (HFT) • ACE API and Superr API are powerful • Specialize in automated trading REST APIs, which uses HTTP requests to • SMC has entered into an agreement with strategies across multiple asset fetch live / historical data, automate Markets Mojo,
Slide 30: Tech Horizon: Innovations, Cybersecurity, Infrastructure & Future Prospects
Tech Horizon: Innovations, Cybersecurity, Infrastructure & Future Prospects Product Velocity & Customer Experience INNOVATION Innovation & Product Development • Executed a decisive shift from vendor-led systems to a fully in-house technology • Introduced advanced trading features such as Basket Orde
Slide 31: Tech Horizon: Innovations, Cybersecurity, Infrastructure & Future Prospects
Tech Horizon: Innovations, Cybersecurity, Infrastructure & Future Prospects Future Growth & Strategic Roadmap INNOVATION Cybersecurity & Risk Leadership • Embedded security into the core development lifecycle, eliminating ~80% of • Driving a full-stack AI transformation: vulnerabilities pre-producti
Slide 32: Distribution
Distribution Mutual Funds AUM (INR Crs) Key Highlights: 4,178 4,294 • SMC offers distribution services of financial products including IPO’s, Mutual Funds, Company 3,801 Fixed Deposits, Bonds, through its network of branches and channel partners across India. 2,992 • Pan-India network of 6,453 indep
Slide 33: Advisory & Proprietary Trading
Advisory & Proprietary Trading Advisory Proprietary Trading High-Frequency Trading (HFT), Arbitrage/Algorithm Trading: ▪ Robust risk management system in place ▪ Leveraging our in-house technology, we're operational with ultra-low latency, generating alpha through proprietary trading strategies. Wea
Slide 34: Financing (NBFC) Business
Financing (NBFC) Business
Slide 35: FY26 Financing (NBFC) Business in numbers
FY26 Financing (NBFC) Business in numbers AUM* Total Income Net Worth INR 1,119 Crs INR 188.9 Crs INR 488.3 Crs NNPA % ROA % OPEX to AUM 1.99% 2.08% 5.29% Total Borrowings/ Cumulative Loans Leverage Ratio Cost of Borrowing %*** Disbursed INR 742 Crs / 10.59% INR 45 Bn+ 1.52x Credit Cost-ANR / PCR**
Slide 36: Financing (NBFC) - Middle Layer
Financing (NBFC) - Middle Layer Segment Revenue (INR Crs) 222.6 205.7 188.9 ▪ In the year 2008, SMC started providing financing services through its wholly owned subsidiary, Moneywise Financial Services Pvt. Ltd. (SMC Finance). 132.0 ▪ MWFS offers wide spectrum of financial products like SME Micro L
Slide 37: Borrowing Mix Diversification
Borrowing Mix Diversification ▪ Increasing diversity in borrowing profile with borrowing from bank & financial institutions. ▪ Continued plan to raise additional funds through diversified sources and through various instruments. ▪ Cumulative Asset/ Liability mismatch, surplus of INR 107.50 Cr in 30
Slide 38: FY26 Key Business Trends - NBFC
FY26 Key Business Trends - NBFC SME WCTL Onward Lending AUM (In Crs) Disbursements (INR Crs) NII (INR Crs) & NIM (%) SME LAP SME Assets 89.6 CMF 906.6 88.2 1 46 Consumable Durables 25 25 3 - 40 774.0 809.7 Gold Loan 87 121 Supply Chain Financing Micro - LAP 65.93 82.9 1 18 12 376 336 51.60 61 141.48
Slide 39: Insurance Broking
Insurance Broking
Slide 40: Insurance Broking
Insurance Broking Insurance Gross Premium (INR Crs) Segment Revenue* (INR Crs.) 3,145 667 570 528 2,884 2,892 Key Highlights: 348 2,717 ▪ SMC Insurance operates through 8 branches nationwide. ▪ The company has a workforce of 503 FY23 FY24 FY25 FY26 employees. FY23 FY24 FY25 FY26 *Revenue recognition
Slide 41: Insurance Broking – Scalable Business Model
Insurance Broking – Scalable Business Model Point Of Sales (POS) 16,022 16,610 15,308 Distribution Technology Platform 13,672 ▪ www.smcinsurance.com online portal has ▪ Deep and wide national coverage developed for catering to B2B and B2C ▪ Strong presence in Tier-1 and Tier-2 cities network ▪ Lever
Slide 42: Historical Financial Overview
Historical Financial Overview
Slide 43: Historical Consolidated Income Statement
Historical Consolidated Income Statement Particulars (INR Crs) FY23 FY24 FY25 FY26 Operational Income 1,211.6 1,638.4 1,775.7 1,876.9 Total Expenses 941.7 1,212.5 1,356.3 1,500.6 EBITDA 269.9 425.9 419.4 376.4 EBITDA Margins (%) 22.3% 26.0% 23.6% 20.1% Other Income 4.1 6.2 10.0 7.5 Depreciation 22.7
Slide 44: Historical Standalone Income Statement
Historical Standalone Income Statement Particulars (INR Crs) FY23 FY24 FY25 FY26 Operational Income 679.2 853.2 924.3 968.1 Total Expenses 497.0 583.7 667.3 716.6 EBITDA 182.2 269.5 257.0 251.5 EBITDA Margins (%) 26.8% 31.6% 27.8% 26.0% Other Income 13.7 30.3 31.1 30.4 Depreciation 17.0 24.1 22.9 22
Slide 45: Historical Consolidated Balance Sheet
Historical Consolidated Balance Sheet Particulars (INR Crs) Mar-23 Mar-24 Mar-25 Mar-26 Particulars (INR Crs) Mar-23 Mar-24 Mar-25 Mar-26 ASSETS EQUITY AND LIABILITIES Non-Financial Assets Equity Inventories 5.2 6.5 2.7 4.6 Current tax assets (net) 29.0 16.1 9.6 19.4 Share Capital 20.9 20.9 20.9 41.
Slide 46: Historical Standalone Balance Sheet
Historical Standalone Balance Sheet Particulars (INR Crs) Mar-23 Mar-24 Mar-25 Mar-26 Particulars (INR Crs ) Mar-23 Mar-24 Mar-25 Mar-26 ASSETS EQUITY AND LIABILITIES Non-Financial Assets Equity Inventories 0.2 - - - Share Capital 20.9 20.9 20.9 41.9 Current tax assets (net) 10.6 2.0 4.2 8.4 Deferre
Slide 47: Historical Consolidated Financial Performance
Historical Consolidated Financial Performance Revenue (INR Crs) EBITDA (INR Crs) & EBITDA Margin (%) PAT (INR Crs) & PAT MARGIN (%) 1,876.9 425.9 419.4 188.3 1,775.7 1,638.4 376.4 146.8 1,211.6 269.9 120.4 103.2 26.0% 11.5% 23.6% 20.1% 9.9% 22.3% 8.3% 15.6% 11.9% 11.7% 9.9% 5.5% FY23 FY24 FY25 FY26
Slide 48: Way Ahead
Way Ahead
Slide 49: Growth Plans
Growth Plans 01 Continuous 03 Expansion into 05 Investment in Untapped Markets Technology 02 04 Continuous Focusing on Focus on digital Innovation in our exponentially marketing Product Offerings growing our client base Investor Presentation – May 2026 48
Slide 50: Thank You
Thank You Company Details: Investor Relations Partner: SMC Global Securities Ltd. X-B4 Advisory LLP Vinod Kumar Jamar Rasika Sawant: +91 95944 57518 Chief Financial Officer rasika@x-b4.com vinodjamar@smcindiaonline.com Gautam Kothari: +91 79776 16640 www.smcindiaonline.com gautam@x-b4.com www.x-b4.c
SMC Global Securities — Q4 FY26 Earnings Presentation on 6ix