Sammaan Capital (Indiabulls Housing) - A compounder from here?

Analysis of Sammaan Capital Q3 FY25 Conference Call & Outlook for Next 3 Years

1. Capital Position & Fundraising

  • Successfully raised $150 million (~₹1,300 crore) via QIP, adding marquee institutional investors.
  • In the last 12 months, raised ₹5,000 crore in equity capital, improving capital ratios significantly.
  • Gearing ratio is now at 2.2x, down from 9x in FY19, demonstrating strong balance sheet consolidation.

2. Asset Growth & AUM Composition

  • Growth AUM at ₹35,000 crore (66% of total AUM), up significantly.
  • Legacy AUM reduced to ₹14,300 crore in the last 12 months; target for further reduction remains intact.
  • Projected AUM for FY27:
    • Sammaan Capital Standalone: ₹70,000 crore
    • Consolidated AUM (including Sammaan FinServ): ₹1,00,000 crore

3. Profitability & Key Financial Metrics

  • Net profit for Q3 FY25: ₹302 crore
  • ROA: Currently at ~1.9%, targeting 4% by FY27
  • ROE: Management guidance aims for 16-18% by FY27
  • Credit cost guidance: 80-100 bps annually
  • Net NPAs declined to 0.69%, showing strong asset quality improvement

4. Business Model & Growth Strategy

  • Transition to Asset-Light Model: Increasing co-lending & loan assignments, reducing ALM risk.
  • Co-lending partnerships: Expanded to 7 partner banks; 66% of disbursals now off-balance sheet.
  • Sammaan FinServ Expansion:
    • Current AUM: ₹7,250 crore
    • FY27 Target: ₹15,000 crore
    • Projected ROA: ~5%
  • Branch Network Growth: Targeting 300-330 branches by FY27 from 214 currently.

5. Valuation & Market Perception

  • Current Market Cap: ~₹10,500 crore
  • Net Worth: ~₹20,000 crore
  • Price-to-Book (P/B): ~0.525x, significantly undervalued vs. peers (NBFCs trade at 2-2.5x P/B).
  • Potential Re-rating Catalyst:
    • Achieving 4% ROA & 16-18% ROE
    • AUM expansion to ₹1 lakh crore by FY27
    • Credit rating upgrades due to improved asset quality

6. Risks & Challenges

  • Stock price dependency on execution: Needs to deliver consistent ROE/ROA growth to gain market confidence.
  • Warrant conversion risk: Current market price below warrant conversion price, raising concerns over full conversion.
  • Competition in Housing Finance: Needs to maintain pricing discipline & underwriting quality.
  • Dependence on Co-lending: Any disruptions in partner banks’ funding strategies could impact growth plans.

Conclusion & Investment Outlook

Sammaan Capital has successfully executed its transition from a legacy-heavy lender to an asset-light, tech-driven NBFC. With improving profitability, strong asset quality, and aggressive AUM growth plans, it is well-positioned for a significant re-rating in the next 3-5 years.

At 0.525x P/B, the stock appears deeply undervalued, considering its FY27 targets of ₹1 lakh crore AUM, ROA (targeted steady-state), moving towards 4%​
, and 16-18% ROE
. If the company executes as guided, a P/B re-rating to 1.5-2.0x could drive significant upside. However, near-term stock movement remains contingent on sustained ROE expansion & investor confidence in growth execution.

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