Can Fin Homes Limited has informed the Exchange about Transcript
CANFINHOME · price
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Can Fin Homes reported FY26 disbursements of INR 10,531 crores, marginally exceeding guidance of INR 10,500 crores, with Q4 at an all-time high of INR 3,245 crores. AUM grew 10.44% (vs target of 11-12%) due to higher-than-expected prepayment runoff of INR 6,600 crores. For FY27, the company targets 14% AUM growth with INR 13,000 crores disbursements and INR 7,000 crores prepayments. GNPA improved to 0.85% from 0.87%, with credit cost at 10 bps. The company converted 85% of portfolio to quarterly reset, maintaining 2.8% spread (9.8% yield). IT expenses will increase by INR 40 crores in FY27 due to ongoing transformation project. Karnataka showed 7% disbursement growth with 15% target for FY27, while Telangana ended flat.
The company is guiding for maintained spreads at 2.8% and 14% AUM growth in FY27, indicating stable profitability despite increased IT costs and competitive pressures. The shift to quarterly reset should help manage BT out rates going forward.