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Earnings · Banks · Small cap

Jana Small Finance Bank profit jumps 52% on strong loan growth

Q1 net profit of ₹155 crore, up 52% YoY. Loan book grows 26%, NIM widens to 7.5%, asset quality improves.

2 earlier stories on Jana Small Finance Bank Ltd.
Mkt cap₹4,711 cr
P/E14.43×
ROE13.10%
Debt / eq.0.95
₹155 cr Net profit, 52% higher YoY

What's new

  • Net profit ₹155 cr for Q1 FY27, up 52% from last year.
  • Loan portfolio rose 26% to ₹37,612 cr; secured loans now 73%.
  • Net interest margin expanded 90 bps to 7.5%.

Why this matters

For a small finance bank, a 7.5% NIM is a standout, showing pricing power and a shifting deposit mix. With both loans and deposits growing above 20% and asset quality improving, the bank is on track for its guided 80% profit growth for the full year.

What we're watching

  • Deposit growth at 22% versus loan growth at 26%: CASA at 19.2% needs to keep rising.
  • NIM sustainability: 7.5% is high; any compression could pressure earnings.
  • Asset quality: gross NPA at 2.24% is low, but the unsecured book (27% of loans) bears watching.

The full read

Jana Small Finance Bank posted a strong Q1. Net profit of ₹155 crore was up 52% year-on-year, outpacing loan growth of 26% thanks to a 90 bps widening in net interest margin to 7.5%. The bank added secured loans (now 73% of the book) and lifted its CASA ratio to 19.2% from 17% a year ago. Asset quality improved, with gross NPA at 2.24% and net NPA at 0.85%. A capital adequacy ratio of 20.2% leaves plenty of room for the 20%+ loan and deposit growth management forecasts for the full year. That growth, combined with a margin most peers would envy, makes the 80% profit growth target look plausible. The open question is whether deposit growth can keep pace and whether NIM can hold at these levels.

Questions answered

How does this quarter compare to the previous quarter?
Net profit rose from ₹140 crore in Q4 FY26 to ₹155 crore, a 10.7% sequential gain, driven by loan growth and margin improvement.
What is management's full-year guidance?
Management targets 20%-plus growth in loans and deposits and an 80% rise in annual profit. The Q1 results align with that trajectory.
How has asset quality changed?
Gross NPA fell to 2.24% from 2.5% a year ago; net NPA fell to 0.85%. The share of secured loans rose to 73%, providing a buffer.
Why is the capital adequacy ratio important?
A CAR of 20.2% is well above the regulatory minimum, giving the bank headroom to sustain loan growth without needing to raise capital soon.
Primary source BSE · NSE · Tijori

An independent reading of the company's own disclosure — the primary filing above is the final word.

Company snapshot

Jana Small Finance Bank Ltd.

Banks
₹5,251 cr
P/E 13.83×

Latest quarter · Jun 2026

Net profit₹155 cr
Net margin+10.3%
EPS₹14.74

Returns & growth

Return on equity+13.1%
Financials via Tijori — a research aid, not investment advice.JSFB on Tijori

Story so far

All notes on JSFB →
  1. 15 Jul 2026 · 4:01 PM IST Jana Small Finance Bank profit jumps 52% on strong loan growth
  2. 13d ago Jana SFB targets >80% PAT growth in FY27 after strong Q1
  3. 27d ago Jana Small Finance Bank's ratings on watch after promoters restructure ₹420 cr debt