Announced Tue, 4 Nov · 16:33 IST

Home First Finance Company India Limited has informed the Exchange regarding a press release dated November 04, 2025, titled "Investor Press Release on the Financial and Operational Performance of the Company for the quarter and half year ended September 30, 2025".

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Home First Finance reported strong Q2FY26 results with Assets Under Management (AUM) at ₹14,178 Cr, up 26.3% year-on-year and 5.2% quarter-on-quarter. Profit After Tax (PAT) jumped 43% YoY to ₹132 Cr, while total income rose 28% YoY to ₹479 Cr. Disbursements grew 9.6% YoY to ₹1,289 Cr, supported by an expanded network of 163 branches and 366 touchpoints across 13 states. Asset quality remained stable with Gross Stage 3 (GNPA) at 1.9% and credit costs steady at around 40 bps. The company lowered its cost of borrowings by 30 basis points QoQ to 8.1%, helping spreads widen to 5.3%. Return on Assets improved to 3.8% and Cost-to-Income ratio fell sharply to 32% from 36.7% a year ago. Capital position is strong with CRAR at 48.4% and a liquidity buffer of ₹4,280 Cr.

Likely market impact

Positive for shareholders — robust AUM growth, improving profitability, controlled asset quality, and easing cost of borrowings suggest healthy momentum heading into H2FY26. Reported ROE appears diluted at 13.4% due to a recent equity raise but underlying earnings power remains strong at a pre-money 16.7%.