Can Fin Homes Limited — Investor Meet, 26-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Can Fin Homes kicked off FY26 with record Q1 disbursements, soaring past ₹2,000 Cr (+9% YoY). Overall delinquency levels are improving, hitting a 5-quarter low, though NPAs saw a slight sequential rise from specific sticky accounts. The company has proactively passed on 25 bps rate cuts to customers, expecting further funding cost benefits. Growth drivers include 15 new branches & expanded sales force, supporting a ₹10,500 Cr FY26 disbursement goal. Core tech upgrades are set for Q3, underpinning a confident outlook for NIM and AUM growth.