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Investor Presentation

Home First Finance Company India Investor Presentation: Key Takeaways

HomeFirst reports strong Q1FY27 with AUM up 25.7% YoY to ₹16,938 Cr and PAT up 34.5% YoY to ₹160 Cr. Strategy focuses on technology-led affordable housing finance.

Guidance and delivery
Management target Revenue 25.0%
Highlights
Revenue growthNet Total Income up 29.9% YoY.
MarginsSpreads resilient at 5.3%; NIM supported by disciplined pricing.
Demand visibilityStrong structural demand drivers in affordable housing finance.
Management confidenceHigh, citing strong start to FY27 and resilient demand.

Growth

AUM grew 25.7% YoY; Disbursements reached a record ₹1,628 Cr, up 31% YoY. PAT grew 34.5% YoY to ₹1,599 Mn.

Outlook

Management remains confident in delivering ~25% AUM growth while maintaining focus on profitability and asset quality.

Risks

Potential impacts from geopolitical developments, global macro uncertainties, and competition in the affordable housing finance sector.

Last quarter's promises, checked

Delivered

  • AUM growth guide ~25% → delivered 25.7% (= BEAT)
  • Spread guide 5.0% - 5.25% → delivered 5.3% (= BEAT)
  • Credit cost guide 30-40bps → delivered 40bps (= BEAT)

Partly delivered

  • Branch expansion guide 30-40/year → delivered 4 in Q1 (= PARTIAL)
Source

Investor Presentation filed with NSE, NSE: HOMEFIRST. Summary written with AI assistance from the document.

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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.