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Earnings Call

LIC Housing Finance Earnings Call: Key Takeaways

LIC Housing Finance reports FY26 PAT of ₹5595 Cr, up 3% YoY. Q4 FY26 PAT rose 9% to ₹1497 Cr. Loan disbursements grew 10% in Q4.

Highlights
Revenue growth3% YoY for FY26.
MarginsNIM decreased to 2.68% for FY26 from 2.73%.
Order bookOutstanding loan portfolio of ₹3,20,707 Cr.
Demand visibilityStrong Q4 disbursement growth of 10% indicates healthy demand.
Management confidenceHigh, given dividend payout and disbursement growth.

Growth

FY26 revenue at ₹28765 Cr (up 3%); Q4 disbursements at ₹21019 Cr (up 10%); Loan portfolio reached ₹3.21 lakh Cr.

Outlook

Strong disbursement momentum in Individual Home Loans; Board proposed 500% dividend (₹10/share). Focus on geographic expansion with 303 area offices.

Risks

Net Interest Margins compressed to 2.68% for FY26 from 2.73% in FY25; Stage 3 PCR slightly down to 50%.

Source

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

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LIC Housing Finance Ltd: key numbers

Share price
₹566.00
Market cap
₹31,134 Cr
Revenue (annual)
₹28,837 Cr
Net profit (annual)
₹5,604 Cr
P/E (TTM)
5.4×Sector 22.0×
Promoter holding
45.24%+0.00% QoQ
FII holding
21.47%Current quarter

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

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Value
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