Announced Fri, 29 May · 19:00 IST

Integrated Annual Report - FY26

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

HOMEFIRST · price

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AI summary

Home First Finance has reported a strong FY26 with AUM crossing ₹15,878 crore, up 24.9% year-on-year. Profit After Tax grew 41.4% to ₹540.4 crore, while disbursements exceeded ₹5,424 crore with monthly run-rate above ₹555 crore in March 2026. The company successfully raised ₹1,250 crore through a Qualified Institutional Placement (QIP), oversubscribed, strengthening the balance sheet for growth. Spread improved to 5.3% (up 10 bps YoY) driven by proactive liability management, and operating efficiency remained strong with Opex-to-Assets at 2.7%. Asset quality stayed robust with GNPA at 1.8%, 1+ DPD at 4.7%, and 30+ DPD at 3.2%. The branch network expanded to 171 branches across 144 districts in 13 states. Return on Equity stood at 15.7% and Return on Assets at 3.9%.

Likely market impact

Strong operational and financial performance with improving margins, stable asset quality, and capital raise position the company well for continued growth. The credit rating remains AA Stable with diversified funding across 31 institutions.