Can Fin Homes Limited — Investor Meet, 25-10-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Can Fin Homes Q2 FY26 saw disbursements hit ₹2,500 Cr. Delinquency reduced to ₹3,850 Cr, leading to very low credit costs. NIM improved past 4% and spread to 2.79%, boosted by lower borrowing costs. Management targets ₹10,500 Cr FY26 disbursements and 12-13% AUM growth, increasing to 15% for FY27/28. IT transformation is ongoing, moderating Q3 disbursements (guided at ₹2,500 Cr). Karnataka showed strong recovery; Telangana is improving. Credit quality remains stable with 86% of customers having a CIBIL score above 700. Management expresses a confident outlook.