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Earnings Call

Home First Finance Company India Earnings Call: Key Takeaways

Home First delivered strong FY26 performance with 41.4% PAT growth and record Q4 disbursements. Focus remains on affordable housing, digital adoption, and network expansion.

Why this was an Alfa AlertNot a filter event. Performance and AUM growth targets are in line with historical trends and previously stated management outlook.
Highlights
Revenue growthTotal income INR505cr in Q4, up 21.3% YoY.
MarginsNIM at 5.7% for FY26; cost-to-income improved to 32.5%.
Demand visibilityHealthy momentum in Mumbai, Pune, and Southern states; April trends positive.
Management confidenceHigh, citing rebuilt teams and strong exit run rates in Q4.

Growth

FY26 PAT at INR540cr (up 41.4% YoY); AUM reached INR15,878cr (up 24.9% YoY); record Q4 disbursements of INR1,572cr.

Outlook

Guidance of ~25% AUM growth for FY27; planned addition of 30-40 branches annually; maintained spread guidance of 5-5.25%.

Risks

Potential interest rate volatility and competitive intensity in the LAP and high-ticket segments noted.

Source

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

Read the document ↗

Home First Finance Company India Ltd: key numbers

Share price
₹1,123.10
Market cap
₹11,743 Cr
Revenue (annual)
₹1,915 Cr
Net profit (annual)
₹540.4 Cr
P/E (TTM)
20.2×Sector 22.0×
Promoter holding
6.97%-0.02% QoQ
FII holding
43.90%Current quarter

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

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Home First Finance Company received an ESG score of 73 from NSE Sustainability Ratings and Analytics Limited. This disclosure is for investor information.