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Singer Finance (Lanka) Plc: research report

Moderately undervaluedbullishSep 3, 2026

Singer Finance has announced an 8:29 rights issue to strengthen capital for lending. Stronger profitability is offset by high balance-sheet leverage.

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Why bullish

  • June operating margin reached 41.8%, the best comparable June result in five filings.
  • The share trades on a P/E of 7.06, close to the sector median.
  • The announced 8:29 rights issue is intended to improve capital adequacy and fund lending.

Against this. Debt was 423.3% of owners' equity at March 2026.

Operating margin
41.8%sector 40.4%
from 41.4% a year earlier
Net margin
17.9%sector 17.8%
from 16.8% a year earlier, revenue +44.4%
Return on equity
17.7%
twelve months to Jun 30, 2026, unaudited
P/E
7.6sector 6.9
earnings Rs 6.07 per share
P/B
1.31sector 0.94
book Rs 35.36 per share
Dividend yield
2.16%sector 2.16%
16.5% of earnings paid out

Current figures, updated daily from filings to Jun 30, 2026. The report below was written on Sep 3, 2026. Sector figures are the median of 54 listed companies in the same sector.

Overview

Singer Finance provides lending, leasing, deposit-taking and related financing services, with vehicle finance a key part of its portfolio. The central current change is a proposed rights issue intended to add lending capacity and reinforce regulatory capital, while the latest filed quarter showed its strongest comparable June profitability.

Price performance

The share closed at LKR 48.00 on 3 September 2026. It has fallen 19.3% over one year while the ASPI gained 3.3%, marking substantial relative underperformance over that window.

The price sat 23.5% through its 52-week range and 39.2% below its high. Sixty-day annualised volatility was 41.7% below its own one-year level, indicating that recent trading has been less volatile than the stock's recent history.

Valuation

At 7.06 times earnings, SFIN is valued close to the banks and finance sector median of 7.34 times. Its P/B of 1.36 is above the sector at the 63rd percentile, which is partly reconciled by audited ROE of 16.3%.

The 2.1% dividend yield is low relative to the sector, and the latest LKR 1.00 per share payment is below the previous recorded LKR 1.34 distribution in FY2022. The intervening dividend record is not consecutive, so the yield should not be read as an established rising payout pattern.

News and sentiment

Coverage has been unusually heavy, with 6 articles in the past 30 days, or 3.3 times Singer Finance's normal monthly rate. Of 7 material articles over 90 days, 3 were positive, none negative and 4 neutral.

The material development was the 19 August announcement of an 8:29 rights issue. The company also appointed Jonathan Alles as chairman effective 12 September and disclosed related board committee changes.

Financials

For the June 2026 quarter, revenue was LKR 2.60 billion and net profit was LKR 466 million. Gross profit is not disclosed, so no gross margin is available. Operating margin was 41.8% and net margin 17.9%, both the highest comparable June readings in the available company-basis record.

The prior June filing used a group basis, so it is not a like-for-like year-on-year comparison. The 2025 rights issue increased the share count by 37.5%, mechanically affecting per-share comparisons. Below-the-line items absorbed LKR 621 million of operating profit in the latest quarter, leaving finance costs, tax and other charges material to earnings.

Risks

The principal risk is funding leverage: total debt was LKR 40.8 billion at March 2026, equal to 423.3% of owners' equity and up from 319.6% a year earlier. This makes capital adequacy, funding costs and lending quality central to the equity case.

Interest cover is not disclosed in the available annual data. The announced rights issue may strengthen capital, but it will also change the share base. Sector-wide compliance requirements are tightening, raising the importance of risk controls and customer due diligence for finance companies.

Outlook

As at 3 September 2026, the next identified company event is the announced rights issue, whose ex-date was not set and was estimated to fall between 13 September and 5 December. Its completion would change the capital base and number of shares available to participate in future earnings.

The next financial filing covers the September 2026 quarter and is expected between 12 November 2026 and 2 March 2027. Current data cannot establish rights subscription outcomes, future funding costs or loan-book quality.

About this report. Generated on Sep 3, 2026 from market data up to Sep 3, 2026, 7 material news articles over 90 days and financials to Jun 30, 2026. Every figure is drawn from EquityLK's own data on this company. AI research can contain errors, so treat it as a starting point, not investment advice.

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