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Earnings Call Transcript

Aptus Value Housing Finance India Earnings Call Transcript: Key Takeaways

Aptus Housing reports robust 21% AUM growth but faces a sudden 20 bps rise in Stage 2 assets, blamed on temporary end-of-quarter collection slippages in the NBFC book.

Guidance and delivery
Management target Revenue 23.0% FY27
Highlights
Revenue growthAUM up 21% YoY; disbursements grew 36% YoY.
MarginsSpreads stable at 9% despite pricing rationalization in some segments.
Demand visibilityStrong momentum in affordable housing segment across Southern markets.
Management confidenceBalanced; optimistic on growth but defensive regarding asset quality slippage.

Growth

AUM grew 21% YoY; disbursements surged 36% driven by branch expansion and higher ticket sizes.

Outlook

Management guides for 22-24% AUM growth in FY27 with spreads maintained at 9%.

Risks

Asset quality deterioration in the NBFC segment; high field staff attrition of 45%.

Source

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

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Aptus Value Housing Finance India Ltd: key numbers

Share price
₹244.60
Market cap
₹12,250 Cr
Revenue (annual)
₹2,192 Cr
Net profit (annual)
₹942.9 Cr
P/E (TTM)
12.4×Sector 22.0×
Promoter holding
23.86%-0.01% QoQ
FII holding
29.96%Current quarter

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

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