Investor Presentation

Here is the summary of SMC Global Securities Limited's Q1 FY26 earnings presentation: **Financial Highlights:** SMC Global's Q1 FY26 consolidated revenue was INR 425.1 Cr (flat QoQ, down 5.1% YoY). Due to robust cost management, EBITDA surged 59.2% QoQ to INR 100.3 Cr (23.6% margin) and PAT increased 631.7% QoQ to INR 30.0 Cr (7.1% margin). Net Worth stood at INR 1,247 Cr, and Broking DP AUA reached INR 134,488 Cr. **Strategic Initiatives & Growth Drivers:** Operational discipline and digital adoption are key, with 62% online broking penetration.

Strategic bank alliances for online trading and 3-in-1 tie-ups, plus an AI-powered insurance portal, drive growth.

The NBFC arm diversifies offerings across financial products. **Business Developments:** Network expansion continues: 2,137 authorized persons across 412 cities.

NBFC operates 42 branches in 9 states; Insurance Broking uses 16,102 Point of Sales. **Market Position & Competitive Advantage:** SMC leverages its diversified financial services model for comprehensive, high-margin products.

An extensive distribution network, strategic bank alliances, an established national brand, and experienced leadership provide a strong competitive edge. **Investor Implications:** Q1 profit recovery from prudent cost management and a resilient, diversified business model indicates positive growth potential, positioning SMC for sustainable profitability.