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Investor Presentation

Aadhar Housing Finance Investor Presentation: Key Takeaways

Aadhar Housing Finance reported strong Q1 FY27 results with AUM reaching ₹313,640 Mn, up 18% YoY. PAT grew 19% YoY to ₹2,824 Mn with a stable ROA of 4.0%.

Guidance and delivery
Management target Net Profit 26.0% FY26
Highlights
MarginsStable spreads at 5.8%
Demand visibilityStrong in low-income housing
Management confidenceHigh regarding digital transformation

Growth

AUM grew 18% YoY; PAT increased 19% YoY. Disbursements grew 19% YoY on a comparable basis.

Outlook

Focus on low-income housing, digital expansion via AI-led underwriting, and maintaining a 26% PAT CAGR.

Risks

Slight compression in spreads (-3 bps YoY) and potential asset quality fluctuations in low-income segments.

Last quarter's promises, checked

Delivered

  • Guided 20% AUM growth → delivered 20% (= BEAT)
  • Guided 20% Profit growth → delivered 20% (= BEAT)
  • Guided 17-18% Disbursement growth → delivered 17% (= BEAT)

Partly delivered

  • Guided 50 bps reduction in cost-to-income → delivered 55 bps improvement (= BEAT)
Source

Investor Presentation 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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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
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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.