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Earnings Call

India Shelter Finance Corporation Earnings Call: Key Takeaways

India Shelter reported a strong FY26 with AUM growing 29% to ₹11,044 Cr and PAT increasing 27% YoY to ₹138 Cr for Q4FY26.

Why this was an Alfa AlertNot a filter event. Results and AUM growth were within management's previously guided ranges.
Highlights
Revenue growthNII up 31% YoY for the quarter.
MarginsYields 14.8%; maintaining spreads above 6% in medium term.
Demand visibilityStrong structural demand for housing; logins increasing day by day.
Management confidenceHigh; confident in achieving ₹30k Cr AUM target by 2030.

Growth

AUM grew 29% YoY; Q4 disbursement crossed ₹1,000 Cr for the first time. PAT for FY26 exceeded ₹500 Cr.

Outlook

Guided 25-30% AUM growth for next 3 years; target ₹30,000 Cr AUM by 2030; 40-45 annual branch additions.

Risks

Geopolitical tensions and uneven monsoons impacting rural cash flows; short-term LPG supply disruptions affecting small businesses.

Source

Earnings Call filed with BSE, 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.

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Debt & Borrowing

India Shelter Finance Corporation Debt & Borrowing: ₹3.13 Cr

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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.

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Employee Stock Options

India Shelter Finance Corporation Employee Stock Options

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15:30 IST NSE
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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
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