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Earnings Call

India Shelter Finance Corporation Earnings Call: Key Takeaways

India Shelter reports strong FY26 performance with Gross AUM reaching ₹11,044 Cr and PAT of ₹503 Cr. The company maintains a 6.6% spread and 17% ROE while expanding its pan-India branch network to 307.

Highlights
Revenue growthFY26 Total Income grew 30% YoY to ₹1,529 Cr.
MarginsSpreads stable at 6.6%; COF improved 50bps YoY to 8.2%.
Demand visibilityStrong; pegged 100m unit housing shortage in India.
Management confidenceHigh; emphasizing tech-led scalable model and strong liability franchise.

Growth

Gross AUM grew 29% YoY; FY26 PAT rose 33% YoY to ₹503 Cr. Q4FY26 PAT grew 27% YoY.

Outlook

Targeting high growth in underserved segments with liquidity buffer of ₹2,028 Cr. Operating leverage improving with branch vintage.

Risks

Gross Stage 3 assets rose slightly to 1.2% from 1.0% YoY. Asset quality in Tier 2/3 markets remains key.

Source

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

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India Shelter Finance Corporation Ltd: key numbers

Share price
₹654.30
Market cap
₹7,145 Cr
Revenue (annual)
₹1,530 Cr
Net profit (annual)
₹505.1 Cr
P/E (TTM)
13.5×Sector 22.0×
Promoter holding
46.05%-1.49% QoQ
FII holding
6.86%Current quarter

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

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13:41 IST BSE
Debt & Borrowing

India Shelter Finance Corporation Debt & Borrowing: ₹0.72 Cr

India Shelter Finance Corporation Limited successfully paid a Rs. 0.72 Crore quarterly interest obligation for its NCD series. The payment was completed on September 25, 2026.

Value
₹0.72 Cr
13:35 IST BSE
Debt & Borrowing

India Shelter Finance Corporation Debt & Borrowing: ₹3.13 Cr

India Shelter Finance Corporation Ltd redeemed NCDs worth ₹3.13 Crore. The partial redemption by face value reduces the outstanding amount to ₹31.25 Crore.

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13:26 IST BSE
Debt & Borrowing

India Shelter Finance Corporation Debt & Borrowing: ₹3.85 Cr

India Shelter Finance Corporation paid Rs. 3.85 Crore towards NCD interest and partial principal redemption. The payment satisfies obligations for ISIN INE922K07104 due on September 26, 2026.

Value
₹3.85 Cr
17:30 IST NSE
Employee Stock Options

India Shelter Finance Corporation Employee Stock Options

India Shelter Finance Corporation allotted 29,648 equity shares upon the exercise of vested employee stock options under its ESOP schemes.

15:30 IST NSE
Results Correction

India Shelter Finance Corporation Results Correction

India Shelter Finance clarified to NSE that its sole subsidiary was liquidated by March 2026, so no consolidated results were prepared for Q1 FY27.

16:20 IST BSE
Employee Stock Options

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India Shelter Finance Corporation allotted 2,00,604 equity shares upon the exercise of vested Employee Stock Options. This increases the company's paid-up share capital.