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Investor Presentation

Housing and Urban Development Corporation Investor Presentation: Key Takeaways

HUDCO reported robust Q1FY27 performance with record loan sanctions and disbursements, achieving its highest-ever loan book of ₹1,73,123 Cr while maintaining exceptional asset quality with Net NPA below 0.05%.

Highlights
Revenue growth27% YoY increase in operational revenue.
MarginsCost of funds decreased to 6.95% from 7.07% YoY.
Order bookLoan sanctions surged 91% YoY to ₹65,485 Cr.
Demand visibilityStrong pipeline from PMAY 2.0 and Urban Challenge Fund.
Management confidenceHigh, citing 'Excellent' MoU ratings for FY24/25.

Growth

Net Profit grew 35% YoY to ₹851 Cr; Revenue from Operations increased 27% to ₹3,717 Cr.

Outlook

Focusing on 'Viksit Bharat' through Urban Challenge Fund and City Economic Regions; maintaining AAA credit ratings.

Risks

Potential interest rate volatility and geographic concentration; reliance on State Government guarantees for 98.98% of loan book.

Last quarter's promises, checked

Delivered

  • Guided 25% loan growth → delivered 28.8% (= BEAT)
  • Guided NIM at 3% → delivered 3.43% (= BEAT)
  • Guided disbursement spread across quarters → achieved 50% target in H1 (= BEAT)

Partly delivered

  • Guided debt-equity at ~8% → delivered 6.70x (= PARTIAL)

Missed

  • Guided zero NPA in 15 months → delivered 0.96% Gross NPA (= MISS)
Source

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

Read the document ↗

Housing and Urban Development Corporation Ltd: key numbers

Share price
₹173.99
Market cap
₹34,831 Cr
Revenue (annual)
₹13,150 Cr
Net profit (annual)
₹4,034 Cr
P/E (TTM)
8.2×Sector 22.0×
Promoter holding
75.00%+0.00% QoQ
FII holding
2.40%Current quarter

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

More from Housing and Urban Development Corporation Ltd

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18:38 IST BSE
Other Announcement

Housing and Urban Development Corporation Other Announcement

HUDCO has extended the tenure of its Chief Compliance Officer, Ms. Nishi Rani, for an additional one-year period effective from 29th September, 2026.

17:31 IST BSE
Debt & Borrowing

Housing and Urban Development Corporation Debt & Borrowing: ₹211 Cr

HUDCO confirmed the payment of interest worth Rs.210.97 Crore for its 8.37% GoI FS Bonds Series-VI, due on September 25, 2026.

Value
₹211.0 Cr
17:26 IST BSE
Debt & Borrowing

Housing and Urban Development Corporation Debt & Borrowing: ₹143 Cr

Housing & Urban Development Corporation has successfully paid ₹143 Crore in interest for its 7.15% taxable NCDs Series-C, due on September 25, 2026.

Value
₹143.0 Cr
17:42 IST BSE
Other Announcement

Housing and Urban Development Corporation Other Announcement

HUDCO has been assigned an ESG rating of 61.5 (Grade B) by SES ESG Research Pvt. Ltd., based on publicly available information.

19:21 IST BSE
Management Change

Housing and Urban Development Corporation Management Change

HUDCO has appointed S A R C & Associates as the new statutory auditor of the company, effective September 8, 2026.

16:55 IST BSE
Credit Rating

Housing and Urban Development Corporation Credit Rating

Japan Credit Rating Agency upgraded HUDCO's Foreign and Local Currency Long Term Issuer Ratings from BBB+ to A- with a stable outlook, reflecting India's sovereign rating upgrade.