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Finance - Capital Markets - Brokers →
Home›Stocks›SMC Global Securities Ltd
SMCGLOBALSMC Global Securities LtdFinance - Capital Markets - Brokers
₹70.7−8.0% 1y

SMC Global Securities Ltd (SMCGLOBAL) — share price & stock analysis

Profits are still 45% below their best year, the share price is running behind the results.

SHRINKING, FAIRLY PRICEDTrailing NIFTY 500 for 1 week
STAGE 4 DOWNTREND
CYCLICALEXPANSION
₹1,481 Cr
Market cap
1.13×
P/BV
8.1%
ROE
62nd pctile
vs own 10-yr valuation
By Sector Alpha Research · machine-compiled from Screener.in data · Updated 1 July 2026 · Sources: Screener.in company page, NSE quote · Not investment advice
The 30-second answer

SMC Global Securities Ltd (SMCGLOBAL) trades at ₹70.7 as of 1 July 2026, down 8.0% over the past year — trailing NIFTY 500 for 1 week. The machine reads this as shrinking, fairly priced: profits are still 45% below their best year, the share price is running behind the results. It trades at a P/BV of 1.1× (the 62nd percentile of its own range); the price is in Stage 4 — declining, 12 weeks in; the business cycle reads CYCLICAL / EXPANSION. Fundamentals-momentum score: 83/100 (mostly improving).

Data as of 1 July 2026 · every number traces to its Screener source column · not investment advice.

Key numbers
Market cap
₹1,481 Cr
P/BV
1.13×
ROE
8.1%
vs own 10-yr valuation
62nd pctile
Book value / share
₹62.3
EPS (TTM)
₹4.84
10-yr median P/BV
1.1×
Revenue (FY26)
₹1,878 Cr
Profit after tax (FY26)
₹103 Cr
Weinstein stage
Stage 4 (12 weeks)
Data as of
1 July 2026
MOMENTUM OF THE FUNDAMENTALS
83/100
MOSTLY IMPROVING
Levels: ROE 8% — below what a bank must earn to create value · the spread is near its 13-year low
Lending incomeUp 23% YoY
The spreadKeeps 89% of interest income (a year ago: 87%)
ProfitUp 425% YoY
Committed ownersPromoters + funds hold 69.1% (a year ago: 70.0%)
CYCLICAL
Trough
Recovery
Expansion
Peak

Profits breathe with a cycle here — profit drawdowns of ~68% along the way. Swings like that are normal for this business, not news.net_profit

Where the clock stands now: earnings sit at 48% of their historical range, margins are near the bottom of their band, and the market pays mid-range (62nd percentile). That reads as EXPANSION — the middle of the cycle with margins still near their own lows — if margins mean-revert upward there is fuel left; if they don’t, growth has to do all the work.net_profit

One tension to hold: profits are compounding while margins sit near the bottom of their own historical band. That cuts both ways — there is recovery left to collect if margins climb back, but it also means today’s growth is being earned on thin economics.

3 of the 4 things we track are currently moving the right way — nearly everything is pulling in the same direction.

Where the levels actually stand: ROE 8% — below what a bank must earn to create value; the spread is near its 13-year low. Momentum says which way things are moving; these say where they are.

Read this number for what it is: it measures the DIRECTION of change, not the quality of the business. A mediocre business getting better scores high here; a great one having a soft quarter scores low. Profit, lending and bad loans count double.

THE ONE CHART THAT MATTERS

The business grew faster than the stock

Since Mar 2021, earnings per share grew 367% while the stock is up 104%. The business has outrun its own share price.pricettm_eps

But the cheapness has a reason: a bank earning about 8% on its equity is worth less per rupee of book, and the market has repriced what that is worth — it hasn’t overlooked it. The gap closes only if the returns themselves improve.roe

Today’s P/BV of 1.1× is the middle of its own range against its own history since 2021 (62nd percentile) — neither a bargain nor a stretch, by its own standards.pb_ratio

Price, earnings per share, and the P/BV the market pays₹ · ×valuation_history
40.060.080.010.0₹ price₹ EPS₹71EPS ₹5P/BV ×1med 1×1×Mar 21Jan 23Nov 24Jul 26
Data: Price, EPS and valuation (sampled — full series in the embedded dataset)
PeriodPrice (₹)EPS (TTM) (₹)P/BV (×)
Mar 2134.8––
Apr 2134.51.0–
May 2133.61.0–
Jul 2138.8–1.1
Aug 2145.54.61.3
Sep 2137.45.51.1
Oct 2139.35.51.0
Nov 2138.46.71.0
Dec 2136.56.81.0
Jan 2241.17.41.1
Mar 2236.57.30.9
Apr 2242.17.41.2
May 2239.97.71.2
Jun 2244.07.71.1
Jul 2244.57.71.1
Aug 2243.47.21.1
Sep 2239.17.31.0
Nov 2242.46.41.1
Dec 2240.16.40.9
Jan 2338.76.30.9
Feb 2338.06.30.9
Mar 2337.06.40.9
Apr 2337.76.40.9
Jun 2337.15.60.9
Jul 2337.05.70.8
Aug 2337.55.40.8
Sep 2339.85.40.9
Oct 2344.05.40.9
Nov 2351.05.91.1
Dec 2350.75.91.1
Feb 2454.56.81.1
Mar 2463.06.91.3
Apr 2472.8–1.6
May 2483.49.01.9
Jun 2486.09.01.6
Jul 2479.19.01.5
Aug 2473.210.01.4
Oct 2473.610.11.3
Nov 2472.210.31.3
Dec 2475.110.31.3
Jan 2563.810.31.1
Feb 2559.29.91.1
Mar 2552.1–0.9
May 2555.0–1.1
Jun 2558.87.01.1
Jul 2576.57.01.5
Aug 2569.15.91.2
Sep 2570.65.81.2
Oct 2568.2–1.1
Nov 2561.84.71.0
Jan 2692.14.71.5
Feb 2684.14.01.4
Feb 2676.84.01.3
Apr 2661.84.01.0
May 2665.54.91.1
Jun 2659.94.91.0
Jun 2673.24.91.2
Jul 2670.74.81.1

Price is the weekly close (₹). EPS is trailing-twelve-month profit per share, anchored on Screener's own snapshots; between snapshots it is filled from price ÷ P/E (an exact identity), and any fill straying more than 18% from the neighbouring snapshots is dropped rather than shown. The lower panel is the P/BV — what the market pays per rupee of book value; the dotted line is its long-run median (1.1×).

WHERE THE PRICE IS IN ITS CYCLE

The price is in a downtrend — fighting it is expensive

STAGE 4 · DECLINING · 12 WEEKS

Price trends have a life cycle: they base (1), advance (2), top out (3) and decline (4). This chart is in Stage 4: declining — 12 weeks so far, confirmed.stage

The price is below its falling 200-day average — history says most of the damage in stocks happens here. Cheap can get cheaper in Stage 4.dma_200

Trailing NIFTY 500 for 1 week — relative strength is the market’s live opinion, and right now it is against it.rs_mansfield

What would end it: two Friday closes in a row below the 200-day line. That is the house exit rule — mechanical, no debates.dma_200

Weekly price with its 200-day and 50-day averages — stages shaded₹weinstein_stages
S4S240.060.080.0Price200-DMAStage 4 began · Apr 26Feb 21Dec 22Nov 24Jul 26
Data: Weekly price, moving averages and stage (sampled — full series in the embedded dataset)
PeriodPrice (₹)200-DMA (₹)50-DMA (₹)Stage
Feb 2152.647.848.04
Apr 2135.645.641.24
May 2135.543.237.64
Jul 2138.841.938.24
Aug 2140.742.742.84
Sep 2137.541.539.64
Nov 2138.040.738.44
Dec 2136.640.138.24
Jan 2241.139.839.04
Mar 2236.639.438.24
Apr 2241.339.539.34
Jun 2245.540.141.52
Jul 2244.941.544.22
Aug 2243.442.043.92
Oct 2239.641.841.82
Nov 2239.541.440.74
Dec 2238.440.939.84
Feb 2337.440.338.74
Mar 2337.039.637.94
May 2337.839.037.44
Jun 2338.338.637.44
Jul 2337.238.237.14
Sep 2340.538.338.34
Oct 2344.038.940.22
Dec 2350.441.045.82
Jan 2453.843.850.12
Feb 2471.548.058.22
Apr 2465.851.661.32
May 2483.457.972.82
Jun 2480.663.979.62
Aug 2473.567.177.12
Sep 2482.369.376.52
Nov 2471.871.176.32
Dec 2475.171.875.12
Jan 2561.370.668.94
Mar 2558.167.661.74
Apr 2556.164.757.34
May 2558.762.757.04
Jul 2576.564.968.14
Aug 2567.866.670.02
Oct 2570.167.169.42
Nov 2566.767.468.52
Dec 2588.068.873.53
Feb 2684.172.178.62
Mar 2664.872.874.82
May 2665.170.166.84
Jun 2672.269.065.24
Jul 2670.769.367.94
THE LONG ARC

Profits have now fallen two years running

Over 12 years, income went from ₹293 Cr to ₹1,878 Cr (about 17% a year), and profit from ₹23.0 Cr to ₹103 Cr.revenuenet_profit

Revenue by year₹ Crannual_results
01,0002,000FY14FY19FY24FY26
Data: Revenue by year
PeriodRevenue (₹ Cr)
FY14293
FY15370
FY16422
FY17526
FY18652
FY19757
FY20780
FY21902
FY221,118
FY231,212
FY241,642
FY251,778
FY261,878
Profit by year₹ Crannual_results
0100200FY14FY19FY24FY26
Data: Profit by year
PeriodProfit after tax (₹ Cr)
FY1423
FY1542
FY1635
FY1745
FY1852
FY1975
FY2024
FY21105
FY22175
FY23120
FY24188
FY25147
FY26103
Spread % by year%annual_results
90.092.595.0FY14FY19FY24FY26
Data: Spread % by year
PeriodSpread % (%)
FY1495.6
FY1596.5
FY1695.7
FY1794.5
FY1892.8
FY1991.5
FY2092.2
FY2195.2
FY2294.8
FY2392.6
FY2490.6
FY2588.4
FY2688.2
CHAPTER 1 · THE LENDING ENGINE

The loan book is working — interest income jumped 23%

For a bank, “revenue” is the interest and fees it earns on loans and investments.

Mar 26 income was ₹517 Cr, up 23% on a year ago. A bank grows by lending more and charging well — this line is both together.revenue

Quarterly interest + fee income₹ Crquarterly_results
0200400YoY %+44+23Jun 23Jun 24Jun 25Mar 26
Data: Quarterly interest + fee income
PeriodIncome (₹ Cr)YoY growth (%)
Jun 23311–
Sep 23389–
Dec 23428–
Mar 24509–
Jun 2444844.1
Sep 2445115.9
Dec 244556.3
Mar 25421-17.3
Jun 25425-5.1
Sep 25440-2.4
Dec 254958.8
Mar 2651722.8
CHAPTER 2 · THE SPREAD

The squeeze is easing — the spread bottomed at 87% and is mending

A bank borrows money (deposits) and lends it out. The spread — the share of interest income it keeps after paying depositors — is its gross margin. Derived: (income − interest paid) ÷ income.

Of every ₹100 of interest the bank earns, ₹11 goes straight out as interest on deposits and borrowings. It keeps ₹89 — up 2 points from a year ago.revenueinterest_expense

The visible arc: squeezed from 89% down to 87% (Jun 25) as deposits repriced faster than loans, and recovering since. The direction matters more than the level now.interest_expense

Share of interest income kept, quarterly%quarterly_results
88.090.0Jun 23Jun 24Jun 25Mar 26
Data: Share of interest income kept, quarterly
PeriodSpread kept (%)
Jun 2389.4
Sep 2391.0
Dec 2390.7
Mar 2490.8
Jun 2488.6
Sep 2488.5
Dec 2488.8
Mar 2587.4
Jun 2586.8
Sep 2588.4
Dec 2588.5
Mar 2689.0
CHAPTER 3 · THE BOTTOM LINE

Profit exploded 425% year on year

PAT — what is left for shareholders after paying depositors, staff, and setting aside money for bad loans.

Mar 26 profit was ₹21.0 Cr, up 425% on last year — earnings per share of ₹1.01.net_profiteps

Where the growth comes from matters: this year it is the lending engine — net interest income — doing the lifting, not one-off provision releases. That is the more durable kind.revenue

Quarterly profit after tax₹ Crquarterly_results
025.050.0YoY %+77−94−43−54−30+425Jun 23Jun 24Jun 25Mar 26
Data: Quarterly profit after tax
PeriodPAT (₹ Cr)YoY growth (%)
Jun 2330.0–
Sep 2340.0–
Dec 2352.0–
Mar 2466.0–
Jun 2453.076.7
Sep 2446.015.0
Dec 2444.0-15.4
Mar 254.0-93.9
Jun 2530.0-43.4
Sep 2521.0-54.3
Dec 2531.0-29.5
Mar 2621.0425.0
Where the profit change came from (Mar 25 → Mar 26)₹ Cr
4+96−4−690−621PAT Mar 25More interestincomeCostlierdepositsRunning costs& provisionsFees & otherincomeTaxPAT Mar 26

The biggest force in the bridge: lending more.

Data: Where the profit change came from (Mar 25 → Mar 26)
ComponentEffect (₹ Cr)
PAT Mar 254
More interest income+96
Costlier deposits−4
Running costs & provisions−69
Fees & other income0
Tax−6
PAT Mar 2621
CHAPTER 4 · WHAT YOU PAY

Priced mid-range against its own history

P/BV (price to book value) — the price of ₹1 of the bank’s net worth. The honest valuation lens for banks (P/E misleads on lenders).

Today you pay ₹1.13 for every ₹1 of book value, against a long-run median of ₹1.10. It has traded cheaper than this only 62% of the time since 2021.pb_ratio

Price-to-book over time (weekly)xvaluation_history
11.5Jun 21Mar 23Jan 25Jul 26
Data: Price-to-book over time (weekly) (sampled — full series in the embedded dataset)
PeriodP/BV (x)
Jun 211.1
Jul 211.4
Sept 211.1
Oct 211.0
Nov 211.0
Jan 221.0
Feb 221.0
Apr 221.2
May 221.2
Jun 221.1
Aug 221.1
Sept 221.0
Oct 221.0
Dec 220.9
Jan 230.9
Mar 230.9
Apr 230.9
May 230.9
Jul 230.8
Aug 230.9
Sept 230.9
Nov 230.9
Dec 231.1
Feb 241.1
Mar 241.3
Apr 241.6
Jun 241.7
Jul 241.4
Aug 241.4
Oct 241.3
Nov 241.3
Jan 251.2
Feb 251.0
Mar 250.9
May 251.0
Jun 251.3
Aug 251.3
Sept 251.2
Oct 251.1
Dec 251.2
Jan 261.4
Feb 261.4
Mar 261.0
May 261.1
Jun 261.1
Jul 261.1
CHAPTER 5 · WHO OWNS IT

The owners aren’t moving

Shareholding — who owns the company: founders (promoters), foreign funds (FII), domestic funds (DII).

Promoters hold 66.7%, essentially unchanged. Foreign funds own 2.4%, domestic funds 0.0%.promoters_pctfiis_pctdiis_pct

Who holds the shares, quarterly%shareholding
Promoters67.4% → 66.7% · down 0.7 pts
66.867.067.367.5Jun 23Jun 24Jun 25Mar 26
Foreign funds1.1% → 2.4% · up 1.3 pts
1.02.03.0Jun 23Jun 24Jun 25Mar 26
Domestic funds0.0% → 0.0% · flat
0.00.00.0Jun 23Jun 24Jun 25Mar 26
Data: Who holds the shares, quarterly
PeriodPromoters (%)Foreign funds (%)Domestic funds (%)
Jun 2367.41.10.0
Sep 2367.41.10.0
Dec 2367.40.90.0
Mar 2467.31.00.0
Jun 2467.31.50.0
Sep 2467.32.40.0
Dec 2467.32.80.0
Mar 2567.32.70.0
Jun 2567.32.60.0
Sep 2567.52.40.1
Dec 2566.82.90.0
Mar 2666.72.40.0
WHAT IS NOT HAPPENING
  • Promoters are not selling. Their stake has moved 0.5 points or less in 8 quarters — it sits at 66.7%.promoters_pct
  • Funding costs are not blowing up — interest paid has stayed near 11% of income all through.interest_expense
THE VERDICT

Strong on the data — worth the deeper look if the story keeps its promises

The numbers lean positive, and the discount to the delivery has a reason — the market prices what this level of profitability is worth.

Best thing in the data: profit rising (₹4.0 Cr → ₹21.0 Cr).net_profit

One dissent worth hearing: our catalysts lens reads negative — “3 earnings trigger(s): operating_leverage, product_mix_shift, asset_quality_improvement. 2 risk factor(s): NBFC revenue compression from cautious lending, Fundi”. When a lens disagrees with the committee, it is usually pointing at the thing that breaks first.

The machine committee — 7 independent readsSTUDY DEEPER · 66%
Earnings patternPOSITIVE65% · w21
Valuation cyclePOSITIVE73% · w19
CatalystsNEGATIVE30% · w14
Quality & safetyNEUTRAL42% · w14
TechnicalsNEUTRAL20% · w12
ValuationNEGATIVE90% · w10
Growth at a pricePOSITIVE62% · w10
One model disagrees — the Catalysts lens reads this stock as NEGATIVE (30% confidence): “3 earnings trigger(s): operating_leverage, product_mix_shift, asset_quality_improvement. 2 risk factor(s): NBFC revenue compression from cautious lending, Fundi”
7-model research readSTUDY DEEPER · 66% confidence
WHAT WOULD CHANGE THIS VIEWTwo quarters of profit reversing would kill this story.

Machine-written research from Screener data — every number traces to its source column. Sector Alpha is not a SEBI-registered investment adviser; nothing here is a recommendation to buy or sell. Not investment advice.

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Frequently asked questions

Straight answers from the data

What does SMC Global Securities Ltd do?

Incorporated in 1994, SMC Global Securities Ltd offers financial services, with operations spanning across Broking, Distribution & Trading, Financing, and also Insurance Broking, supported by their subsidiary companies. It is listed in the Finance - Capital Markets - Brokers sector with a market capitalisation of ₹1,481 Cr.

What is SMC Global Securities Ltd's share price?

As of 1 July 2026, SMC Global Securities Ltd trades at ₹70.7, down 8.0% over the past year, with a market capitalisation of ₹1,481 Cr. Trailing NIFTY 500 for 1 week. Prices are weekly closes from Screener data; this page refreshes with each weekly update.

What is SMC Global Securities Ltd's share price target?

Sector Alpha does not publish broker-style price targets. Our discounted-cash-flow model estimates SMC Global Securities Ltd's intrinsic value at ₹30.0 per share under base assumptions (bear ₹30.0, bull ₹30.0), against the current price of ₹70.7 — a 56% premium to model value. The current price already implies roughly 7% annual earnings growth. These are model estimates, not forecasts — treat them as one input alongside the valuation history below, not as a target.

Is SMC Global Securities Ltd stock overvalued or undervalued?

SMC Global Securities Ltd trades at a P/BV of 1.1× — the 62nd percentile of its own 5.3-year trading range (median 1.1×), which is above the middle of its own historical range. The business grew faster than the stock. Since Mar 2021, earnings per share grew 367% while the stock is up 104%. The business has outrun its own share price.

What did SMC Global Securities Ltd report in its latest quarterly results?

In its most recent reported quarter (Q4 FY26, quarter ended March 2026): Mar 26 income was ₹517 Cr, up 23% on a year ago. A bank grows by lending more and charging well — this line is both together. Mar 26 profit was ₹21.0 Cr, up 425% on last year — earnings per share of ₹1.01. Figures are from Screener-scraped quarterly filings; the page updates when the next quarter is filed.

Is SMC Global Securities Ltd growing?

The loan book is working — interest income jumped 23%. Mar 26 income was ₹517 Cr, up 23% on a year ago. A bank grows by lending more and charging well — this line is both together.

Are SMC Global Securities Ltd's profits growing?

Profit exploded 425% year on year. Mar 26 profit was ₹21.0 Cr, up 425% on last year — earnings per share of ₹1.01.

How much of its interest income does SMC Global Securities Ltd keep?

The squeeze is easing — the spread bottomed at 87% and is mending. Of every ₹100 of interest the bank earns, ₹11 goes straight out as interest on deposits and borrowings. It keeps ₹89 — up 2 points from a year ago.

What is SMC Global Securities Ltd's long-term growth record?

Revenue grew from ₹293 Cr in FY14 to ₹1,878 Cr in FY26 — a 16.7% compound annual growth rate over 12 years. Profit after tax compounded at 13.3% over the same period (₹23 Cr → ₹103 Cr).

Is SMC Global Securities Ltd stock in an uptrend?

The price is in a downtrend — fighting it is expensive. SMC Global Securities Ltd is in Stage 4 — declining, 12 weeks in (confirmed). Stages follow Stan Weinstein's four-phase read of weekly price against the 200-day average: basing (1), advancing (2), topping (3), declining (4).

Why is SMC Global Securities Ltd stock falling?

The price is down 8% over the past year and the chart is in Weinstein Stage 4 (declining) — trading below its 200-day average, with the P/BV at the 62nd percentile of its own range. Since Mar 2021, earnings per share grew 367% while the stock is up 104%. The business has outrun its own share price.

Is SMC Global Securities Ltd beating the NIFTY 500?

No — trailing NIFTY 500 for 1 week, as of 1 July 2026. Relative strength is measured weekly against the NIFTY 500 (Mansfield RS): a positive reading means the stock has outperformed the index over the trailing window, week after week.

Where is SMC Global Securities Ltd in its business cycle?

The data reads SMC Global Securities Ltd as a cyclical business currently in its expansion phase — earnings at 48% of their own historical range, valuation at the 62nd percentile. Profits breathe with a cycle here — profit drawdowns of ~68% along the way. Swings like that are normal for this business, not news.

Who owns SMC Global Securities Ltd — what is the promoter holding?

Promoters hold 66.7%, essentially unchanged. Foreign funds own 2.4%, domestic funds 0.0%. Shareholding is from Screener's quarterly filings data.

What is the bull case for SMC Global Securities Ltd?

Profits are still 45% below their best year, the share price is running behind the results. Best thing in the data: profit rising (₹4.0 Cr → ₹21.0 Cr). The loan book is working — interest income jumped 23%.

What is the bear case for SMC Global Securities Ltd — what could break the story?

Two quarters of profit reversing would kill this story. This falsification condition is stated up front so the thesis can be checked against incoming quarters, not defended after the fact.

Is SMC Global Securities Ltd a stock worth studying right now?

Sector Alpha does not publish buy or sell recommendations — this is a research read, not advice. What the data says: strong on the data — worth the deeper look if the story keeps its promises. The numbers lean positive, and the discount to the delivery has a reason — the market prices what this level of profitability is worth. Across the 7-model scorecard the composite research signal is study deeper at 66% confidence. This is machine-written research compiled from Screener data — every number traces to its source — and it is not investment advice. Do your own diligence.

Generated from Screener data · 7 sources · why_traces/1.0 + story/1.2
details
generated 2026-07-03 11:21 · 1 material moves detected
sources: screener_company_info, screener_quarterly_results, screener_annual_results, screener_valuation_history, screener_shareholding, weinstein_stages, agent_scores