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Jana Small Finance Bank Limited (JSFB) Fair Value & Analysis

Financial Services · IN · Market cap ₹63.5B (≈ $674M) · ISIN INE953L01027

What is Jana Small Finance Bank Limited really worth?

JS Jana Small Finance Bank Limited JSFB · BSE
Price₹537.55
Fair Value₹463.01
Upside−13.9%
Quality49/100

Below-average quality, and trading another 16% above our fair value of ₹463.01.

As of Aug 21, 2026, the fair value of Jana Small Finance Bank Limited is ₹463.01 per share against a price of ₹537.55, so the fair value sits 14% below the price. A model estimate blended from multiple valuation models, recalculated regularly.

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Strengths

Healthy Growth (revenue 3y +17.7 %/yr)
Solidly profitable · 12.9% net margin
generates free cash flow

Risks

!Moderate moat 46/100
Evidence: High Range ₹347.26 – ₹578.76

Fair value as of: Aug 21, 2026

From 4 valuation models · updated 16 days ago

Share price −6.1% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • Solid but not exceptional quality (49/100) and above fair value, neither a clear bargain nor a standout compounder.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.

Price vs Fair Value (3 years)

₹735.85 ₹342.65 Fair Value ₹463.01 Feb 2024 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 21, 2026.

How to read this chart

31‑month range ₹342.65 – ₹735.85 · fair‑value band ₹347.26 – ₹578.76 · the ₹537.55 price screens above the ₹463.01 fair value. Dashed = 300-day average. As of Aug 21, 2026.

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Analysis

Jana Small Finance Bank Limited (JSFB) currently trades at ₹537.55, while our model-based Fair Value estimate is ₹463.01, implying the stock looks roughly 16.1% overvalued today. The Quality Score stands at 49/100 (below-average quality), in the Financial Services sector. Bull case: the Multiples group reads highest at a median of ₹401.27 per share, and 0 of the 4 models we run sit above the ₹537.55 price. Bear case: the Asset-Based group reads lowest at ₹283.21, and 4 of the 4 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Jana Small Finance Bank Limited generated revenue of ₹29.4B at a net margin of 12.9%. Revenue grew 25.1% year over year. It earns a return on equity of 7.6%. Net debt stands at ₹29.4B. Fundamentals as of Aug 21, 2026

Our scenario range runs from ₹347.26 (bear case) to ₹578.76 (bull case); at ₹537.55, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 9% below its 52-week high and 63% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at −10% fair-value upside, at −14%, JSFB screens richer than that median.

Fair Value models

This estimate rests on fiscal year 2026 figures, and about 5 months have passed since. In that time the company retained roughly ₹15.66 per share, which is 3.5 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income best evidence ₹345.49 ₹365.55 ₹397.88 68
P/E Multiple ₹300.95 ₹401.27 ₹501.59 63
P/B Multiple ₹393.56 ₹524.74 ₹655.93 55
All 4 models by family
Multiples
P/E Multiple ₹300.95 ₹401.27 ₹501.59 63
P/B Multiple ₹393.56 ₹524.74 ₹655.93 55
Asset-Based
NCAV (Graham) ₹211.35 ₹283.21 ₹422.70 51
Economic Profit
Residual Income best evidence ₹345.49 ₹365.55 ₹397.88 68

Widest divergence: Multiples (₹401.27) versus Asset-Based (₹283.21). Highest evidence: Residual Income (68).

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Key figures & financial health

P/E ratio 14.9
P/S ratio 1.35 P/E × margin
EPS (TTM) ₹35.96 price ÷ EPS = P/E 14.9
Net margin 9.0% FY2026
Return on equity 7.6% TTM
Return on assets 0.8% TTM
More key figures
Profitability
Operating margin 18.7% TTM
Growth
Revenue (TTM) ₹29.4B TTM
Revenue growth (YoY) +25.1% 3y avg +17.7%
EPS growth (YoY) +52.2%
Balance sheet & cash flow
Free cash flow ₹4.7B FY2026
Net debt ₹29.4B FY2026 · ≈ 6.2 yrs of FCF

Figures from reported company fundamentals · as of Aug 21, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 49/100

Of which business quality 45 · Market factors (momentum, volatility) 70

Profitability 26
Margins and returns on capital today
Quality Growth 53
Are margins and returns improving?
Cashflow 71
Earnings quality: real cash, not paper profit
Fin. Strength 18
Balance sheet, leverage, solvency risk
Investment 31
Disciplined investing over empire-building
Low Volatility 70
Calm price path (market factor)
Momentum 73
Price trend over the last 3–12 months (market factor)
52W Momentum 64
Distance to the 52-week high (market factor)
Net Issuance 79
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Jana Small Finance Bank Limited provides various banking products and services to individuals and enterprises in India. It operates through Treasury, Corporate/Wholesale Banking, Retail Banking, and Other Banking Operations segments.

Full company description

Jana Small Finance Bank Limited provides various banking products and services to individuals and enterprises in India. It operates through Treasury, Corporate/Wholesale Banking, Retail Banking, and Other Banking Operations segments. The company offers current and savings accounts; fixed, recurring, and other deposits; and loans, such as two-wheeler, group, business, gold, home improvement, agri group and individual, and home loans, as well as consumer education on loan overdue concepts. It also offers life, general, and health insurance products; cards; and investment and payment services, as well as mobile, internet, and corporate internet banking services. The company was formerly known as Janalakshmi Financial Services Limited and changed its name to Jana Small Finance Bank Limited in March 2018. The company was founded in 1999 and is headquartered in Bengaluru, India.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Jana Small Finance Bank Limited reported revenue of ₹36.2B in FY2026 versus ₹16.7B in FY2022, a compound +21.3%/yr. Reported net income was ₹3.3B in FY2026, compounding +107.9%/yr from FY2022. FY2022 was a trough year, so the rate overstates the trend.

Growth Quality 95/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2026)
₹36.2B
Latest YoY
+15.5%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+17.7%
Value creation/yr (5Y, in INR) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year. Measured in INR: this currency has depreciated against the euro and dollar over the long run, so part of the nominal rate is currency erosion that never reaches a EUR/USD investor.
+79.3% · in INR
Earnings growth per share plus dividend yield: the value created per share and year.
Earnings growth per share+79.3%
Dividend yield0.0%
Worst earnings drop52% (2026) · in INR
Revenue +21.3%/yr
FY22 ₹16.7B
FY23 ₹22.2B
FY24 ₹26.2B
FY25 ₹31.3B
FY26 ₹36.2B
Net income +107.9%/yr
FY22 ₹175M
FY23 ₹2.6B
FY24 ₹6.7B
FY25 ₹5.0B
FY26 ₹3.3B

JSFB screens 16% overvalued. Compare with DBS Group →

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Cite: Fair Value Calculator (2026). "Jana Small Finance Bank Limited Fair Value". https://www.fairvalue-calculator.com/stock/JSFB.BSE

Peer Group

Banks - Regional · 1070 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 46 · Bottom 25%
Fair Value upside −18% · Below median
Return on equity (TTM) 8% · Below median
Return on assets 1% · Below median
Net margin (TTM) 13% · Bottom 25%
Operating margin (TTM) 19% · Bottom 25%
Revenue growth 25% · Top 25%

Valuation Multiples vs Banks - Regional median · lower = cheaper

P/E (TTM) 14.9× · Pricier than median
P/B 1.42× · Pricier than 75% of peers
P/S (TTM) 2.16× · Cheaper than 75% of peers
P/FCF 0.1× · Cheaper than 75% of peers

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Banks - Regional stocks, each showing price versus our Fair Value estimate (as of Aug 21, 2026).

Stock Price Fair Value vs Fair Value
DBS Group D05 75.65 SGD 40.48 SGD −46%
China Merchants Bank Co 3968 HK$47.96 HK$76.51 +60%
Intesa Sanpaolo S.p.A ISP €6.78 €5.66 −17%
HDFC Bank Limited HDB $23.18 $24.12 +4%
BNP Paribas SA BNP €104.54 €144.64 +38%
UniCredit S.p.A UCG €84.71 €77.62 −8%
Mizuho Financial Group MFG $10.74 $9.69 −10%
ICICI Bank Limited ICICIBANK ₹1,423 ₹835.21 −41%
Oversea-Chinese Banking Corporation O39 31.07 SGD 19.80 SGD −36%
CaixaBank, S.A CABK €13.52 €8.85 −35%

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Frequently asked questions

Is Jana Small Finance Bank Limited (JSFB) overvalued or undervalued?
As of Aug 21, 2026, our model estimates a fair value of ₹463.01 versus a price of ₹537.55, about −14% upside (overvalued).
What is the fair value of JSFB?
Our model-based fair value for Jana Small Finance Bank Limited is ₹463.01 (as of Aug 21, 2026), built from audited fundamentals. The current price: ₹537.55.
What is the quality score of JSFB?
Jana Small Finance Bank Limited has a Quality Score of 49/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Jana Small Finance Bank Limited (JSFB)?
Our model-based price target is the fair value of ₹463.01 (as of Aug 21, 2026) from 4 valuation models. Cautious scenario ₹347.26, optimistic scenario ₹578.76. It is a calculation from audited fundamentals, not an analyst target.
What is the Jana Small Finance Bank Limited stock forecast for 2026?
Our models put fair value at ₹463.01, about −14% upside versus a price of ₹537.55 (overvalued). Cautious scenario ₹347.26, optimistic scenario ₹578.76. The calculation is refreshed regularly with new filings.
What is the revenue of Jana Small Finance Bank Limited (JSFB)?
Jana Small Finance Bank Limited reported trailing-twelve-month revenue of about ₹29.4B (latest available figure, as of Aug 21, 2026).
What is the net profit margin of JSFB?
The net profit margin of Jana Small Finance Bank Limited is about 12.9%, meaning it keeps roughly 12.9% of revenue as net income. Based on the latest reported figures.
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