HUDCOBSEHSG & URBAN DEV CORPN LTDMediumNeutral
Announced Fri, 31 Jul · 16:07 IST

HUDCO Q1 FY27 call: 2% spread guidance, INR3L cr loan book by 2030

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDFExplain this filing

HUDCO · price

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

Price reaction · full curve 14 horizons · vs prior close
+4.6%1-day move
₹194.55
prior close
₹195.90
base price
After-mkt
timing
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+0.7+0.7+0.6+0.6+4.6+3.8+3.4+3.3+2.3-1.3
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AI summary

HUDCO Q1 FY27 call: FY27 disbursement target INR65,000 crores, loan book target INR3 lakh crores by 2030. Spread guided at 2%, NIM at 3% (current spread 1.8%). Sanctions pipeline INR2.5 lakh crores. New MOUs with Gujarat and Bihar worth INR2 lakh crores. Net NPA at INR82 crores. ECB cost from RBI forex window at 5.5-6.5%. Tax rate 20.61%.

Likely market impact

Positive - strong growth pipeline, margin guidance improving, prior FCNR issues resolved.