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Earnings Call

Aadhar Housing Finance Earnings Call: Key Takeaways

Aadhar Housing Finance delivered strong FY26 performance with 20% AUM growth and 22% PAT growth. The company maintains a 100% secured retail book focused on low-income housing with stable asset quality.

Highlights
Revenue growthAUM grew 20% YoY to ₹306 bn.
MarginsSpread improved by 13 bps to 5.8%.
Demand visibilityPositive; 17% growth in disbursements reaching ₹96 bn.
Management confidenceHigh; citing seasoned business model and rating upgrade to AA+/Stable.

Growth

FY26 PAT reached ₹11,083 Mn (+22% YoY) and AUM grew to ₹305,713 Mn (+20% YoY).

Outlook

Strong pan-India expansion with 626 branches; focus on digital-first operating model and data science for underwriting.

Risks

GNPA increased slightly by 3 bps to 1.08%; potential impact from new labor code costs noted.

Source

Earnings Call filed with NSE, NSE: AADHARHFC. Summary written with AI assistance from the document.

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Aadhar Housing Finance Ltd: key numbers

Share price
₹444.50
Market cap
₹19,487 Cr
Revenue (annual)
₹3,673 Cr
Net profit (annual)
₹1,096 Cr
P/E (TTM)
17.1×Sector 22.0×
Promoter holding
64.66%-0.24% QoQ
FII holding
5.80%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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15:18 IST BSE
Credit Rating

Aadhar Housing Finance Credit Rating

ICRA upgraded Aadhar Housing Finance's NCD, bank facility, and subordinated debt ratings to AA+ (Stable). Commercial paper reaffirmed at A1+.

19:18 IST BSE
Management Change

Aadhar Housing Finance Management Change

Shareholders approved the appointment of Mr. Nikhil Goyal as a Non-Executive (Nominee) Director of Aadhar Housing Finance Ltd.

19:01 IST BSE
Annual General Meeting

Aadhar Housing Finance Annual General Meeting

Aadhar Housing Finance shareholders approved the appointment of Mr. Nikhil Goyal as a Non-Executive (Nominee) Director via postal ballot.

15:16 IST BSE
Debt & Borrowing

Aadhar Housing Finance Debt & Borrowing: ₹10 Cr

Aadhar Housing Finance Ltd has successfully completed the full redemption of its Series 0005 NCDs, amounting to ₹10 Crore, upon maturity.

Value
₹10.00 Cr
15:13 IST BSE
Debt & Borrowing

Aadhar Housing Finance Debt & Borrowing: ₹10.9 Cr

Aadhar Housing Finance repaid Rs. 10.90 Crore for principal redemption and interest on its Non-Convertible Debentures (ISIN: INE538L08054).

Value
₹10.90 Cr
12:54 IST BSE
Other Announcement

Aadhar Housing Finance Other Announcement

Aadhar Housing Finance received an ESG rating of '56.00 - Performer' from Niche99 for FY 2026. The rating was prepared independently using public domain data.