HOMEFIRSTBSEHome First Finance Company India LtdMediumNeutral
Announced Wed, 6 May · 18:01 IST

Investor Presentation on the Audited Financial Results of the Company for the quarter and year ended March 31, 2026

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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Price reaction · full curve 14 horizons · vs prior close
-2.4%1-day move
₹1230.00
prior close
₹1228.10
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AI summary

Home First Finance Company India Ltd reported strong Q4FY26 and FY26 results. AUM grew to ₹1,58,777 Mn (₹15,878 crore), up 24.9% YoY and 6.4% QoQ. Q4 PAT jumped 42.7% YoY to ₹1,494 Mn, while FY26 PAT reached ₹5,404 Mn, rising 41.4% YoY. Return on Assets stood at 4.1% and Return on Equity at 15.7% (pre-money ROE of 16.8%). Disbursements hit an all-time high of ₹1,572 crore in Q4, growing 23.5% YoY. Asset quality improved materially with GNPA at 1.8% (down 20bps QoQ) and DPD 30+ at 3.2% (down 50bps QoQ). The company added 16 branches and 221 employees during FY26, expanding to 171 branches and 1,855 headcount. Credit cost remained steady at 40bps with guidance of 30-40bps maintained.

Likely market impact

The company delivered robust profitability growth with strong asset quality improvement and disciplined cost management. Management has guided for ~25% YoY AUM growth in FY27, supported by branch expansion and diversified funding sources, signaling continued momentum in the affordable housing finance segment.