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Earnings Call

Home First Finance Company India Earnings Call: Key Takeaways

HomeFirst reported strong FY26 performance with AUM at ₹1,58,777 Mn and PAT at ₹5,404 Mn. Strategy focuses on technology-driven affordable housing finance and geographic expansion.

Highlights
MarginsSpread at 5.3%; Cost of Borrowing improved to 8.1%.
Demand visibilityStrong; urban transition to add 35cr residents by 2047.
Management confidenceHigh; citing resilient macro and digital ecosystem.

Growth

AUM grew 24.9% y-o-y; PAT increased by 41.4%. Disbursements reached ₹54,236 Mn, up 12.9%.

Outlook

Targeting ₹150bn+ AUM achieved in FY26; future focus on 12% CAGR for affordable housing market.

Risks

Asset quality monitored with GNPA at 1.8% and DPD 30+ at 3.2%, showing slight uptick.

Last quarter's promises, checked

Delivered

  • Guided 25% AUM growth → delivered 24.9% (= BEAT)
  • Guided 5% to 5.25% spread → delivered 5.3% (= BEAT)
  • Guided 30-40bps credit cost → delivered 40bps (= BEAT)

Partly delivered

  • Guided 2.6%-2.7% Opex/Assets → delivered 2.7% (= PARTIAL)
Source

Earnings Call filed with BSE, 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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HFFCIL allotted 3,681 equity shares against exercise of vested ESOPs under ESOP 2021 and 2024 schemes. Paid-up capital increased to Rs. 20,91,26,284.

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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.