SMCGLOBALNSEQ2 FY2631 October 2025

SMC Global Securities Limited

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Key numbers — 40 extracted
rs,
Date: 31-10-2025 Listing Operations BSE Limited, P J Towers, Dalal Street, Mumbai-400001, India Scrip Code: 543263 Debentures Scrip Code: 939657,940327, 940
INR 440.3 Crore
Q2/H1 FY26 Performance Highlights Consolidated Performance Highlights Q2 FY26 H1 FY26 Revenue INR 440.3 Crores EBITDA INR 84.4 Crores PAT INR 21.0 Crores Revenue INR 865.2 Crores EBITDA INR 184.5 Crores P
INR 84.4 Crore
ighlights Consolidated Performance Highlights Q2 FY26 H1 FY26 Revenue INR 440.3 Crores EBITDA INR 84.4 Crores PAT INR 21.0 Crores Revenue INR 865.2 Crores EBITDA INR 184.5 Crores PAT INR 50.9 Crores • •
INR 21.0 Crore
ed Performance Highlights Q2 FY26 H1 FY26 Revenue INR 440.3 Crores EBITDA INR 84.4 Crores PAT INR 21.0 Crores Revenue INR 865.2 Crores EBITDA INR 184.5 Crores PAT INR 50.9 Crores • • • The quarter’s pe
INR 865.2 Crore
Q2 FY26 H1 FY26 Revenue INR 440.3 Crores EBITDA INR 84.4 Crores PAT INR 21.0 Crores Revenue INR 865.2 Crores EBITDA INR 184.5 Crores PAT INR 50.9 Crores • • • The quarter’s performance reflected indust
INR 184.5 Crore
nue INR 440.3 Crores EBITDA INR 84.4 Crores PAT INR 21.0 Crores Revenue INR 865.2 Crores EBITDA INR 184.5 Crores PAT INR 50.9 Crores • • • The quarter’s performance reflected industry-wide moderation in tra
INR 50.9 Crore
EBITDA INR 84.4 Crores PAT INR 21.0 Crores Revenue INR 865.2 Crores EBITDA INR 184.5 Crores PAT INR 50.9 Crores • • • The quarter’s performance reflected industry-wide moderation in trading activity due to
12.8%
) BROKING, DISTRIBUTION & TRADING INSURANCE BROKING FINANCING (NBFC) e u n e v e R T I B E -12.8% 276.2 240.9 21.1% 162.5 134.2 -7.9% 50.4 46.4 Q2FY25 Q2FY26 Q2FY25 Q2FY26 Q2FY25 Q2F
21.1%
ION & TRADING INSURANCE BROKING FINANCING (NBFC) e u n e v e R T I B E -12.8% 276.2 240.9 21.1% 162.5 134.2 -7.9% 50.4 46.4 Q2FY25 Q2FY26 Q2FY25 Q2FY26 Q2FY25 Q2FY26 -38.1% 78.8 7.
7.9%
CE BROKING FINANCING (NBFC) e u n e v e R T I B E -12.8% 276.2 240.9 21.1% 162.5 134.2 -7.9% 50.4 46.4 Q2FY25 Q2FY26 Q2FY25 Q2FY26 Q2FY25 Q2FY26 -38.1% 78.8 7.7% 4.2 48.8 3.9 -
38.1%
2 240.9 21.1% 162.5 134.2 -7.9% 50.4 46.4 Q2FY25 Q2FY26 Q2FY25 Q2FY26 Q2FY25 Q2FY26 -38.1% 78.8 7.7% 4.2 48.8 3.9 -14.0% 30.6 26.3 Q2FY25 Q2FY26 Q2FY25 Q2FY26 Q2FY25 Q2FY26 Q
7.7%
1% 162.5 134.2 -7.9% 50.4 46.4 Q2FY25 Q2FY26 Q2FY25 Q2FY26 Q2FY25 Q2FY26 -38.1% 78.8 7.7% 4.2 48.8 3.9 -14.0% 30.6 26.3 Q2FY25 Q2FY26 Q2FY25 Q2FY26 Q2FY25 Q2FY26 Q2/H1 FY26 Ea
Guidance — 7 items
Key Highlights
opening
• SMC has 3-in-1 tie-up (Bank & Demat Account facility provided by the bank to its customer and Trading account facility will be provided by the SMC).
Strategic Priorities
opening
FY23 FY24 FY25 H1FY26 FY23 FY24 FY25 H1FY26 *includes other income Broking Clients* (in Thousands) Online Penetration 1,057 930 1,169 1,250 41% 59% 39% 39% 61% 61% 33% 67% FY23 FY24 FY25 H1FY26 *Including StoxKart FY23 FY24 Online FY25 Offline H1FY26 Q2/H1 FY26 Earnings Presentation 6 Insurance Broking
Key Highlights
opening
Insurance Gross Premium (INR Crs) Segment Revenue* (INR Crs.) 2,717 2,884 2,892 1,364 348 528 570 278 FY23 FY24 FY25 H1FY26 FY23 FY24 FY25 H1FY26 *Revenue recognition changed from net to gross basis from FY18.
Key Highlights
opening
featuring 9% 91% General Insurance Life Insurance FY23 FY24 FY25 H1FY26 Q2/H1 FY26 Earnings Presentation 7 Financing (NBFC) - Middle Layer • In the year 2008, SMC started providing financing services through its wholly owned subsidiary, Moneywise Financial Services Pvt.
Ratings
opening
Short Term- ICRA A1+ Long Term- ICRA A (STABLE) CRISIL A (STABLE) Insurance Premium in H1 FY26 INR 1,364 Crs SMC Group *Calculated as of year ended March 2025 Q2/H1 FY26 Earnings Presentation Evolution from Traditional Broking to well diversified Financial Service Company • • • • • Founded in 1994 by Mr.
Ratings
opening
*SMC Investech Private Limited was formerly known as SMC Real Estate Advisors Private Limited Q2/H1 FY26 Earnings Presentation 23 Experienced Management Team with Focused Business Heads Mrs.
Ratings
opening
Nidhi Bansal Regional Director - West Q2/H1 FY26 Earnings Presentation 24 Key Strengths Comprehensive Financial Offerings with High Margin Business: SMC offers a diverse range of high-margin financial products under one roof Strong Broking &
Risks & concerns — 1 flagged
Profitability was further impacted by a cautious approach in the lending business amid a tightening regulatory environment, resulting in temporary margin pressures.
Debentures Scrip Code
Speaking time
Key Highlights
2
Debentures Scrip Code
1
Strategic Priorities
1
Ratings
1
Distribution Network
1
Established National Brand
1
Extensive Corporate Relationships
1
SMC Global Securities Limited Disclaimer
1
Investor Relations Partner
1
Opening remarks
Debentures Scrip Code
939657,940327, 940317, 940325, 939647, 940321, 940319, 939655, 939639, 939643,939651 and 940323 Listing Department National Stock Exchange of India Limited, Exchange Plaza, C-1, Block G, Bandra Kurla Complex, Bandra (E ) Mumbai – 400051 Symbol: SMCGLOBAL Subject: Earnings Presentation – Q2/H1 FY26 Dear Sir / Madam, Pursuant to Regulation 30 read with Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (‘SEBI Listing Regulations’), attached herewith is the Earnings Presentation – Q2/H1 FY26 (Earning Presentation for the quarter and half year ended on 30th September, 2025) of SMC Global Securities Limited. Kindly take the same on record. This will also be hosted on the Company’s website at www.smcindiaonline.com This is for your information and record. Thanking you, For SMC Global Securities Limited Suman Kumar E.V.P. (Corporate Affairs) Company Secretary & General Counsel (Membership No. F5824) SMC Global Securities Ltd Earnings Presentation – Q2
Key Highlights
Segment Revenue* (INR Crs) Broking DP AUA (INR Crs) • Our expansive network includes 2,152 authorized persons, spanning 412 cities and 6,573 financial distributors across India. 767.8 961.4 1,044.5 1,42,214 1,15,048 515.9 78,635 52,700 • SMC has a strategic alliance with 7 PSU and Private Banks offering Online Trading services to their customers vis PNB, IOB, UBI, Ujjivan bank etc. • SMC has 3-in-1 tie-up (Bank & Demat Account facility provided by the bank to its customer and Trading account facility will be provided by the SMC).
Strategic Priorities
• Deepening partnerships with PSU and private banks. • Expanding digital reach through upgraded trading platforms. • Increasing customer engagement via research- driven advisory tools. FY23 FY24 FY25 H1FY26 FY23 FY24 FY25 H1FY26 *includes other income Broking Clients* (in Thousands) Online Penetration 1,057 930 1,169 1,250 41% 59% 39% 39% 61% 61% 33% 67% FY23 FY24 FY25 H1FY26 *Including StoxKart FY23 FY24 Online FY25 Offline H1FY26 Q2/H1 FY26 Earnings Presentation 6 Insurance Broking
Key Highlights
• SMC Insurance operates through 8 branches nationwide. • The company has a workforce of 500 employees. • Utilizes a network of 16,245 Point of Sales (POSs). Insurance Gross Premium (INR Crs) Segment Revenue* (INR Crs.) 2,717 2,884 2,892 1,364 348 528 570 278 FY23 FY24 FY25 H1FY26 FY23 FY24 FY25 H1FY26 *Revenue recognition changed from net to gross basis from FY18. • Engages 370 Motor Insurance Service H1FY26 Revenue Pie (%) No. of Policies (In Thousands) 958 996 1,020 493 Providers (MISPs). • Comprehensive national coverage with a robust presence in Tier-1 and Tier-2 cities, leveraging SMC Group's extensive customer network. the • Our online portal, www.smcinsurance.com, is developed to cater to both B2B and B2C networks, advanced Artificial Intelligence capabilities. featuring 9% 91% General Insurance Life Insurance FY23 FY24 FY25 H1FY26 Q2/H1 FY26 Earnings Presentation 7 Financing (NBFC) - Middle Layer • In the year 2008, SMC started providing financing services through its wholly o
Ratings
Short Term- ICRA A1+ Long Term- ICRA A (STABLE) CRISIL A (STABLE) Insurance Premium in H1 FY26 INR 1,364 Crs SMC Group *Calculated as of year ended March 2025 Q2/H1 FY26 Earnings Presentation Evolution from Traditional Broking to well diversified Financial Service Company • • • • • Founded in 1994 by Mr. Subhash C. Aggarwal and Mr. Mahesh C. Gupta, traditional initially broking services. focusing on Strategic Shift: Transformed from traditional broking to a diversified financial services powerhouse. Technological Integration: Launched various innovative digital technology- enabled capabilities and best-in-class products and services Performance Metrics: Consistent growth; diversified income streams. Future Outlook: Global aspirations; income; emphasis on continued adaptation and innovation. fee-based Brokerage Services Investment Banking Wealth Management Discount Broking (StoxKart) Financing (NBFC) Expanded Service Offerings Insurance Broking Clearing & Depository Services Portfolio M
Distribution Network
Over 2,152 Authorized persons, spanning 412 cities and 6,573 financial distributors across India Fintech Focused Approach Leveraging advanced digital technology, SMC offers cutting-edge products and services Enhance distribution by cross-selling financial products and services: Synergies and cross-selling opportunities generated between entities within SMC group companies.
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