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Earnings Call

Aadhar Housing Finance Earnings Call: Key Takeaways

Aadhar Housing Finance delivered strong FY26 results with AUM reaching ₹30,571 Cr, a 20% increase, while PAT grew 22% to ₹1,108 Cr. Strategy focuses on low-income segments with digital-first operations.

Why this was an Alfa AlertNot a filter event. Results are strong but there is no mention of beating prior explicit management guidance ranges.
Highlights
Revenue growthAUM up 20% YoY to INR 306 Bn.
MarginsSpread increased by 13 bps to 5.8% in FY26.
Demand visibilityPositive; focus on underserved low-income housing segments.
Management confidenceHigh; citing seasoned business model and strong geographic expansion.

Growth

AUM grew 20% YoY to ₹305.7 Bn; PAT increased 22% YoY to ₹11.1 Bn; Disbursements rose 17% to ₹95.6 Bn.

Outlook

Maintain focus on low-income housing with ticket sizes <₹1.5mn; leveraging AI/ML for underwriting and collections efficiency.

Risks

Potential impact from new labour code (₹159 Mn past service cost); credit risks in low-income retail segments.

Source

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

Read the document ↗

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

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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.

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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
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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
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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.