13-Oct-2026 08:46:57
CAN FIN HOMES Q2 CONCALL: MAINTAINS 13–14% AUM GROWTH GUIDANCE, TARGETS ₹16,000 CR FY28 DISBURSEMENTS
• Management maintains FY27 disbursement guidance of ₹13,000 crore, targeting ₹3,500 crore in Q3 and accelerated disbursements in Q4 to offset the Q2 shortfall. • FY27 AUM growth guidance maintained at 13–14%, with management targeting the higher end of the range. • FY28 disbursement target set at ₹16,000 crore, expected to drive AUM growth above 15%. • Management remains confident of maintaining a spread of 2.75% and NIM of 3.75% for FY27 through strategic interest-rate management. • Credit cost guidance maintained at 10 basis points for the full year. • Growth in H2 expected to benefit from 25 newly opened branches and expansion of the sales team to 150 from 90. • New IT system expected to enable digital sourcing, with a target of contributing 10% of business by Q4 FY28.
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