HOMEFIRSTBSEHome First Finance Company India LtdMediumNeutral
Announced Wed, 6 May · 18:03 IST

Investor Press Release on the Financial and Operational Performance of the Company for the quarter and year ended March 31, 2026

Analyst 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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After-mkt
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-3.9-4.3-1.6-2.4-2.4-4.5-10.2-11.4-11.4-13.5-13.7-15.3-1.4
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AI summary

Home First Finance Company reported strong Q4FY26 performance with AUM growing to ₹15,878 Crore, up 24.9% YoY and 6.4% QoQ. Disbursements reached an all-time high of ₹1,572 Crore, growing 23.5% YoY and 19.3% QoQ. Profit After Tax surged 42.7% YoY to ₹149 Crore, with ROA at 4.1%. Asset quality improved significantly with GNPA declining 20bps QoQ to 1.8%, while early-stage delinquencies (1+ DPD and 30+ DPD) also showed material improvement. The company expanded to 171 branches and 373 touchpoints during FY26. Capital position strengthened with CRAR at 44.1% following a ₹1,250 Crore fund raise in April 2026. Management guided for approximately 25% YoY AUM growth in FY27.

Likely market impact

Strong quarter with profit up 42.7% YoY and improving asset quality should be positive for the stock. The ₹1,250 Crore capital raise and 44.1% CRAR provide ample buffer for growth. Management's FY27 AUM growth guidance of ~25% signals continued expansion momentum.