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Earnings Call

Aadhar Housing Finance Earnings Call: Key Takeaways

Aadhar Housing Finance delivered a strong FY26 with AUM crossing ₹30,000 Cr milestone and PAT reaching ₹1,108 Cr. Management maintains a focus on the low-income affordable housing segment.

Why this was an Alfa AlertNot a filter event. Results were in line with prior guidance of 20% AUM and profit growth.
Highlights
MarginsExit spread at 5.82%. Guided for 8-10 bps spread contraction annually.
Demand visibilityStrong end-user demand from first-time homebuyers in emerging markets.
Management confidenceHigh; citing structural demand drivers and strong on-ground execution.

Growth

AUM grew 20% Y-o-Y to ₹30,571 Cr. FY26 PAT rose 22% to ₹1,108 Cr (excluding labor law impact).

Outlook

Guidance maintained at 20% AUM growth and 20% profit growth. Targeting ₹50,000 Cr AUM in 3 years.

Risks

Competitive intensity in urban segments; potential impact from geopolitical issues like West Asia conflict on bounce rates.

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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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.