SPANDANANSE24 July 2023

Spandana Sphoorty Financial Limited has informed the Exchange about Investor Presentation

Spandana Sphoorty Financial Limited

Ref: SSFL/Stock Exchange/2023-24/064

Date: July 24, 2023

To BSE Limited, Department of Corporate Services P. J. Towers, 25th Floor, Dalal Street, Mumbai – 400001

Scrip Code: 542759

Dear Sir/Madam,

To National Stock Exchange of India Limited, Listing Department Exchange Plaza, C-1, Block G BandraKurla Complex, Bandra (E) Mumbai – 400051

Symbol: SPANDANA

Sub: Investor presentation on the unaudited financial results of the Company for the quarter ended June 30, 2023.

Ref: Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Pursuant to Regulation 30 of Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 please find enclosed herewith a copy of Investor Presentation of the Company on the unaudited financial results for the quarter ended June 30, 2023.

Kindly take the above on record.

Thanking you.

Yours sincerely, For Spandana Sphoorty Financial Limited

Ramesh Periasamy Company Secretary and Chief Compliance Officer

Encl: as above

Spandana Sphoorty Financial Limited CIN - L65929TG2003PLC040648 Galaxy, Wing B, 16th Floor, Plot No.1, Sy No 83/1, Hyderabad Knowledge City, TSIIC, Raidurg Panmaktha, Hyderabad – 500081, Telangana Ph: +9140-45474750 | contact@spandanasphoorty.com | www.spandanasphoorty.com

Spandana Sphoorty Financial Limited

Celebrating India!

Q1 FY24 Investor Presentation

Safe Harbor

This presentation and the accompanying slides (the “Presentation”), which have been prepared by Spandana Sphoorty Financial Limited (the

“Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe

for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment what so ever. No offering of

securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company.

This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no

representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and

reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may

consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded.

Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are

individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to

known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the

performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide,

competition,

the company’s ability to successfully implement

its strategy,

the Company’s future levels of growth and expansion,

technological

implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market

risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from

results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this

Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and

the Company is not responsible for such third-party statements and projections.

2

Significant progress made on 5 priorities Part of Vision 2025 articulated in July 2022

Status

1

People

2

Strengthen Governance, Risk and Control

3

Customer Acquisition led growth

4

Scale-up of technology to deliver an end-to-end paperless process

5

Customer focused initiatives with emphasis on Product and Service

3

YOY - AUM up 60%, Client addition up 144%, NII up 102%, GNPA 1.63%, PAT ₹119 Cr v/s loss of ₹220 Cr in Q1, FY23.

Delivering customer acquisition led growth

Improving Portfolio Quality

Client Addition

Disbursement

AUM

1 – 90 DpD

GNPA

NNPA

2.6 L

₹1,664 Cr

₹8,848 Cr

1.36%

1.63%

0.49%

YoY +144%

QoQ -39%

YoY +26%

QoQ -45%

YoY +60%

QoQ +4%

YoY -615 bps

QoQ -18 bps

YoY -506 bps

QoQ -44 bps

YoY -276 bps

QoQ -15 bps

Deepening Lender Relationships

Robust Financial Performance

Lending Partners

Funds raised

Cash & Bank balance

Net Interest Income

PPOP

PAT

47

₹1,540 Cr

₹1,056 Cr

₹328 Cr

₹189 Cr

₹119 Cr

YoY +102%

QoQ -15%

YoY +273%

QoQ -27%

Q1FY23 - ₹220 Cr

QoQ +13%

4

Momentum on increasing distribution sustained 188 branches added over last 2 quarters; ~13% YoY growth in borrower base

No. of borrowers (in L)

21.3

21.7

22.4

22.6

24.1

86% Rural

AUM per branch

(In ₹ Cr)

6.9

6.8*

6.1

14% Semi-Urban / Urban

5.5

5.3

Jun-22

Sep-22

Dec-22

Mar-23

Jun-23

Jun-22

Sep-22

Dec-22

Mar-23

Jun-23

Number of employees

No. of Employees

8,294

8,426

8,732

10,016

10,671

No. of Loan officers

6,099

6,374

6,718

7,800

8,190

Jun-22

Sep-22

Dec-22

Mar-23

Jun-23

*AUM per Operational branch is ₹7.2 Cr at the end of Jun-23

Branch count

1,117

1,115

1,115

1,227

1,163

64

1,303 140 1,163

Jun-22

Sep-22

Dec-22

Mar-23

Jun-23

Monthly Weekly

5

Focus on new member acquisition sustained 144% YoY growth in borrower addition; ~26% new borrowers from 7 focus states

New Members acquired (in ‘000)

26% from 7 focus states

427

260

219

123

144%

106

Q1FY23

Q1FY24

Q2FY23

Q3FY23

Q4FY23

1. Rajasthan 2. Uttar Pradesh 3. Bihar 4. West Bengal 5. Haryana 6. Tamil Nadu 7. Gujarat

7 Focus States 26%

Other States 74%

6

AUM growth momentum continues ~60% YoY growth in AUM; 26% YoY growth in Disbursement

60% AUM Growth over last 4 Quarters

AUM – QoQ Growth of 4%

8,848

60%

4%

8,848

8,511

6,852

5,513

5,513

5,782

Q1FY23*

Q1FY24

Q1FY23*

Q2FY23

Q3FY23^

Q4FY23#

Q1FY24

Disbursement (in ₹ Cr)

26%

1,664

1,320

1,391

3,054

2,361

*₹702 Cr written-off in Q1; ^Post Sale of ₹117 Cr portfolio to ARC; # Post sale of ₹133 Cr portfolio to ARC

Q1FY23

Q1FY24

Q2FY23

Q3FY23

Q4FY23

7

Net Collection Efficiency improves to 98.1%, Current book at 97.1%

Collection Efficiency (%)

AUM & Current book

106.1%

101.3% 102.1% 102.5% 101.5%

94.0%

93.3%

94.5%

97.6%

98.1%

8,500

8,000

7,500

7,000

6,500

6,000

5,500

5,000

92.1%

6,852

85.8%

86.9%

5,782

5,513

8,511

96.6%

8,848

105.0%

97.1%

100.0%

95.0%

90.0%

85.0%

80.0%

75.0%

70.0%

65.0%

Q1FY23 Q2FY23 Q3FY23 Q4FY23 Q1FY24

Gross CE

Net CE

Q1FY23*

Q2FY23 AUM (in ₹ Cr)

Q3FY23^

Q4FY23#

Q1FY24

Current Book (% of AUM)

* ₹702 Cr written-off in Q1FY23; ^ Post Sale of ₹117 Cr portfolio to ARC; # Post sale of ₹133 Cr portfolio to ARC

8

Portfolio quality: 1-90 book at 1.36% Improvement of +0.18% over previous quarter

1 – 90 dpd

14.40%

1 – 30 dpd

8.36%

7.51%

5.73%

4.03%

2.86%

2.59%

1.54%

1.36%

1.16%

0.58%

0.55%

Q4FY22 Q1FY23 Q2FY23 Q3FY23 Q4FY23 Q1FY24

Q4FY22 Q1FY23 Q2FY23 Q3FY23 Q4FY23 Q1FY24

31 – 60 dpd

3.41%

1.93%

1.49%

61 – 90 dpd

2.57%

1.55%

1.38%

0.83%

0.54%

0.42%

0.60%

0.42%

0.39%

Q4FY22 Q1FY23 Q2FY23 Q3FY23 Q4FY23 Q1FY24

Q4FY22 Q1FY23 Q2FY23 Q3FY23 Q4FY23 Q1FY24

9

… accompanied by GNPA and NNPA reduction

18.65%

10.46%

6.69%

3.24%

7.37%

3.84%

5.31%

2.52%

42% of GNPA is from Pre-April’21 book

2.07%

0.64%

1.63%

0.49%

Q4FY22

Q1FY23

Q2FY23

Q3FY23

Q4FY23

Q1FY24

Flows: 0.5% of AUM has moved forward while balance has been pulled back or stayed in same bucket

10

GNPA

NNPA

Portfolio risk sufficiently covered with PCR at 70%

Provisioning & Coverage

Stage 1

Current

- 1-30

Stage 2

Stage 3

Total

Q1 FY24

Q4 FY23

Loans Outstanding (₹ Cr)^

% of Loans Outstanding

ECL Provision (₹ Cr)

Coverage

Loan Outstanding (₹ Cr)^

% of Loan Outstanding

ECL Provision (₹ Cr)

8,191

8,144

46

68

137

8,395

97.56%

97.01%

0.55%

0.81%

1.63%

100%

85

84

1

26

96

207

1.04%

1.03%

2.97%

38.59%

70.10%

2.47%

7,766

7720

46

77

166*

8,009

96.97%

96.39%

0.58%

0.96%

2.07%

100%

90

89

1

30

115

235

Coverage

1.16%

1.15%

2.91%

38.88%

69.10%

2.93%

Q1 FY24

Q4 FY23

Impairment on financial instruments in Q1FY24

Amount (₹ Cr)

GNPA

NNPA

PCR

SSFL

Consolidated

SSFL

Consolidated

1.49%

1.63%

1.95%*

2.07%

0.45%

0.49%

0.58%

0.64%

70.00%

70.10%

70.00%

69.10%

- On write-off’s

- On GNPA

- On stage 1, 2 & others

- On Security Receipts

Capital Adequacy (CRAR %)

38.02%

37.60%

36.87%

36.34%

- Amount receivable from assignment portfolio

Total

* Post sale of ₹133 Cr portfolio to ARC in Q4FY23 ^ Excludes DA book

6.36

(5.63)

(6.26)

8.12

26.00

28.58

11

Lender relationships being strengthened ~894% YoY growth in fund mobilization

Total borrowing (in ₹ Cr)

Diversified borrowing mix^

2,402

2,138

1,540

1,080

155

7%

31%

4%

₹6,868 Cr

40%

18%

Q1FY23

Q2FY23

Q3FY23

Q4FY23

Q1FY24

• Marginal cost of borrowing slightly lower at 12.3% for Q1FY24 vs. 12.6% in Q4FY23

• Weighted average cost of borrowing at 12.5% vs. 12.4% end of Q4FY23

65% borrowings from Banks / FI’s

PSU

Private Banks

NBFC

FPI

Capital markets

^ Including Direct Assignment transactions executed since FY23 with outstanding of ₹486 Cr as on 30-Jun-23

12

Income and Yields continue to trend higher NII up 102%, Yield at 24%, PAT ₹119 Cr (-₹220 Cr in Q1 FY23)

Total Income* (₹ Cr)

Net Interest Income* (₹ Cr)

Yield (%)

Cost of Borrowing* (%)

YoY +104%

527

QoQ -1%

533

YoY +102%

328

QoQ -15%

384

YoY +765 bps 24.0%

QoQ +120 bps

22.8%

YoY +71 bps

12.5%

QoQ +9 bps

12.4%

11.8%

259

162

16.4%

Q1 FY23

Q1 FY24

Q4 FY23

Q1 FY23

Q1 FY24

Q4 FY23

Q1 FY23

Q1 FY24

Q4 FY23

*Includes Net gain on fair value change of ₹3 Cr toward DA transaction undertaken in Q1FY24 & ₹44 Cr in Q4FY23

₹7 Cr income on ARC transaction recognized in Q4FY23 as per IndAS. Including this, Q4 Yield is 23.2%

Q1 FY23

Q1 FY24

Q4 FY23 *Cost of borrowing for Q4FY23 is 11.4% including expenses reversal of ₹13 Cr which were recognized upfront in previous quarter

NIM^ (%)

PPOP (₹ Cr)

PBT (₹ Cr)

PAT (₹ Cr)

YoY +434 bps

QoQ +38 bps

14.2%

13.9%

YoY +273%

QoQ -27%

261

189

9.9%

51

Q1FY23 - ₹301 Cr

QoQ +16%

Q1FY23 - ₹220 Cr

QoQ +13%

161

Q1 FY23

Q1 FY24

139

Q4 FY23

119

Q1 FY24

Q1 FY23

-220

106

Q4 FY23

Q1 FY23

Q1 FY24

Q4 FY23

Q1 FY23

Q1 FY24

Q4 FY23

-301

^₹7 Cr income on ARC transaction recognized in Q4FY23 as per IndAS. Including this, Yield is 23.2% in Q4. Normalized Finance cost is 9.0% for Q4, excluding ₹13 Cr upfront expenses recognized till previous quarter. Due to above, normalized NIM is 13.9% in Q4 vs. actual 15% in Q4. Higher NIM is also due to muted leverage in Q1FY24

13

ROA at 5.9%, Opex to AUM 6.4%; Net-worth increases to ₹3,228 Cr

Cost to income (%)

Opex to AUM (%)

Net-worth (₹ Cr)

68.7%

42.7%

Q1 FY23

Q1 FY24

36.2%

Q4 FY23

7.7%

6.4%

6.6%

Q1 FY23

Q1 FY24

Q4 FY23

ROA (%)

ROE (%)

5.9%

5.9%

15.2%

14.1%

-14.2%

Q1 FY23

Q1 FY24

Q4 FY23

-29.8%

Q1 FY23

Q1 FY24

Q4 FY23

2,817

2,867

2,961

3,099

3,228

Q1FY23

Q2FY23

Q3FY23

Q4FY23

Q1FY24

Gearing

1.1x

1.3x

1.7x

2.0x

2.0x

CRAR

47.9%

45.3%

39.1%

36.3%

37.6%

14

Consolidated Income Statement

Particulars (₹ Cr)

Revenue from Operations

Interest income

Net gain on fair value changes

Other Income

Total income from operations

Non-operational Income

Total income

Expenses

Finance cost

Employee benefit expense

Depreciation and amortization expense

Other expenses

Total Expenses

Pre-Provision Operating Profit (PPOP)

Impairment on financial instruments and other provisions

Profit before Tax

Tax expense

Profit after tax

Q1 FY24

Q4 FY23

Q1 FY23

490

13

9

512

16

527

200

103

3

32

338

189

29

161

41

119

419

66

13

498

35

533

149

85

4

34

272

261

122

139

33

106

244

4

2

250

9

259

97

79

2

30

208

51

352

(301)

(81)

(220)

15

Jun 30, 2023 Mar 31, 2023

LIABILITIES & EQUITY (₹ Cr)

Jun 30, 2023 Mar 31, 2023

Consolidated Balance Sheet

ASSETS (₹ Cr)

Financial Assets

Cash and bank balances

Loan Portfolio

Investments

Other financial assets

1,056

8,203

166

78

1,005

7,760

189

122

Total Financial Assets

9,504

9,076

Non-Financial Assets

Inventories

Current tax assets (net)

Deferred tax assets (net)

Property, Plant and Equipment

Intangible assets

Goodwill

Other non-financial assets

Total Non-financial assets

Total Assets

-

61

159

26

5

17

15

283

9,787

1

40

197

25

5

17

22

307

9,383

Financial Liabilities

Debt Securities

Borrowings (Other than Debt Securities)

Subordinated Liabilities

Other Financial liabilities

Total Financial Liabilities

Non-Financial Liabilities

Current Tax Liabilities (net)

Provisions

Other Non-Financial liabilities

Total Non-Financial Liabilities

Equity

Equity Share Capital

Other Equity Equity attributable to shareholders of the company Non-Controlling Interest

Total Equity

Total Liabilities and Equity

3,574

2,788

20

122

6,504

4

14

36

54

71

3,157

3,228

0.2

3,228

9,787

3,369

2,685

20

155

6,230

4

6

43

54

71

3,028

3,099

0.2

3,099

9,383

16

Annexure

17

Positive ALM and Stable Ratings

Positive ALM (₹ Cr)*

Credit Rating – Spandana Sphoorty Financial Ltd

3,233

3,166

2,527

2,267

1,355

1,527

1,365

1,442

394

430

303

446

417

75

73

156

upto 1m 1m to 2m 2m to 3m 3m to 6m 6m to 12m 1Y to 3Y 3Y to 5Y Over 5Y

Assets

Liabilites

Rating Agency

Rating Instrument

Rating

Year

ICRA

Bank Facilities / NCD’s / MLD’s

A- Positive Mar 2023

India-Ra

Bank Facilities / NCD’s/ MLD’s

A Stable

CPs

A1

Jan 2023

CRISIL

Bank Facilities

A Stable

Sep 2022

Credit Rating – Criss Financial Ltd

Positive ALM on cumulative basis with assets maturing faster than liabilities

Closing Cash and Bank balance (Rs. 1,055 Cr as on 30 Jun’23), sufficient to meet future liquidity needs.

Rating Agency

Rating Instrument

Rating

Year

ICRA

Bank Facilities / MLD’s

BBB Positive Mar 2023

India-Ra

Bank Facilities

BBB+ Stable Mar 2023

* Standalone

18

Well diversified presence

AUM concentration*

District level concentration

Largest

2.0%

Top 5

7.8%

Top 10

Top 20

Others

13.7%

23.0%

Branch level concentration

Largest

0.3%

Top 5

1.3%

Top 10

2.4%

Top 20

4.6%

Others

79.0%

95.4%

19

* Standalone

Thank you!

Spandana Sphoorty Financial Limited

Investor Relations

Rahul Dhamale Head – Investor Relations +91 40 4547 4763 investor.relations@spandanasphoorty.com

Strategic Growth Advisors Pvt. Ltd Abhishek Shah / Krunali Shah +91 99306 51660 / +91 98209 87564

← All TranscriptsSPANDANA Stock Page →