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Investor Presentation

Repco Home Finance Investor Presentation: Key Takeaways

Repco Home Finance reported Q1FY27 Net Profit of ₹114 Cr (+6% YoY) and Total Income of ₹468 Cr (+6% YoY). Strategy focuses on deepening reach in under-penetrated retail home loan markets.

Highlights
Revenue growth6% YoY
MarginsNIM stable at 5.4%; Spread at 3.4%.
Order bookSanctions at ₹938 Cr; Disbursements at ₹843 Cr.
Demand visibilitySteady growth in retail housing segments.
Management confidenceHigh

Growth

Loan book grew 8.9% YoY to ₹15,990 Cr; Net Interest Income rose 10.2% YoY to ₹216 Cr.

Outlook

Aims for steady geographical expansion beyond South India into Maharashtra, Gujarat, and West Bengal.

Risks

GNPA marginally increased to 2.7% from 2.6% QoQ. Stage-2 assets also rose slightly to 7.2%.

Last quarter's promises, checked

Delivered

  • Guided Rs.4000 Cr disbursement -> delivered Rs.4148 Cr (= BEAT)
  • Guided Stage-2 assets reduction -> delivered 7% from 9.5% (= BEAT)
  • Guided GNPA reduction -> delivered 2.55% from 3.26% (= BEAT)

Missed

  • Guided Rs.16,200 Cr AUM -> delivered Rs.15,850 Cr (= MISS)
Source

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

Read the document ↗

Repco Home Finance Ltd: key numbers

Share price
₹347.70
Market cap
₹2,175 Cr
Revenue (annual)
₹1,787 Cr
Net profit (annual)
₹475.4 Cr
P/E (TTM)
4.5×Sector 22.0×
Promoter holding
37.13%+0.00% QoQ
FII holding
12.36%Current quarter

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

More from Repco Home Finance Ltd

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17:53 IST BSE
Credit Rating

Repco Home Finance Credit Rating

Repco Home Finance received provisional ratings of [ICRA]AAA(SO) and [ICRA]AA(SO) from ICRA for its Pass-Through Certificates (PTCs) worth ₹78.00 Crore.

Value
₹78.00 Cr
14:40 IST NSE
Debt & Borrowing

Repco Home Finance Debt & Borrowing: ₹75 Cr

Repco Home Finance redeemed Rs.75 Crore unlisted Commercial Paper at maturity on 21 September 2026. Maturity proceeds were paid in full to CP holders.

Value
₹75.00 Cr
12:48 IST BSE
Other Announcement

Repco Home Finance Other Announcement

Repco Home Finance intimated contact details of its authorized officials for materiality determination under SEBI LODR Regulation 30. No financial or operational event is involved.

16:32 IST BSE
Management Change

Repco Home Finance Management Change

Mr. Paiyur Kuppuraman Vaidyanathan has ceased to be a Whole-time Director and Chief Development Officer of Repco Home Finance Limited, effective September 16, 2026.

16:33 IST BSE
Annual General Meeting

Repco Home Finance Annual General Meeting

Repco Home Finance has announced its 26th Annual General Meeting to be held on September 29, 2026, through video conferencing, along with related book closure dates.

16:29 IST BSE
Annual Report

Repco Home Finance Annual Report

Repco Home Finance filed its Annual Report for the financial year 2025-26. The document includes the notice for the 26th Annual General Meeting.