28-Oct-2026 08:30:32
HOMEFIRSTExpansion
BERNSTEIN ON HOME FIRST ; OUTPERFORM | TP ₹1,450
• Bernstein describes Home First's Q2 performance as a near-perfect quarter, supported by strong business momentum. • Loan disbursement momentum strengthened further, indicating healthy demand and business expansion. • Asset quality improved, with early-stage delinquencies remaining under control. • Strong cost discipline supported 29% earnings growth. • Return on Assets (RoA) remained healthy at 4.2%, reflecting sustained profitability. • Bernstein maintains its Outperform rating, supported by strong disbursement growth, improving asset quality and profitability.
HOME FIRST FIN CO IND LTD