Announced Thu, 31 Jul · 13:49 IST

Aptus Value Housing Finance India Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

APTUS · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Aptus Value Housing Finance reported a stable Q1 FY26 with AUM growing 24% YoY to ₹11,267 Cr and disbursements up 15% YoY to ₹775 Cr. Profit after tax rose 28% YoY to ₹219 Cr, translating to strong RoA of 7.9% and RoE of 20.1%, among the best in the housing finance industry. Spreads held up well at 8.7% with operating expenses contained at 2.7%, driving operating PAT growth of 31% YoY. Asset quality saw a seasonal uptick with GNPA rising 19 bps QoQ to 1.49%, but credit cost guidance of 45-50 bps remains intact. The long-term credit rating was upgraded to CARE AA (Stable) from CARE AA- (Positive), and management has set a multiyear AUM target of ₹25,000 Cr by FY28-29, with expansion into Maharashtra and Odisha showing early traction.

Likely market impact

Positive for shareholders — strong YoY growth in AUM, disbursements, and profitability, combined with a credit rating upgrade, signals healthy fundamentals. The minor seasonal rise in NPAs and sequential dip in disbursements are watchpoints, but remain within management's stated guidance.