Repco Home Finance Limited — Investor Meet, 18-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Repco Home Finance delivered a robust Q2 with record disbursements of Rs.1069 Cr. AUM grew 8% to Rs.15,033 Cr, and Net Profit reached Rs.107 Cr. Asset quality improved, with GNPA at 3.16% and Net NPA at 1.50%. Management targets Rs.16,200 Cr AUM by year-end and plans to reduce GNPA to Rs.450 Cr in Q3. Strategies include employee incentives, branch expansion, and diversifying borrowing, expecting a 10-15 bps reduction in cost of funds. The company remains focused on quality growth, noting some impact on portfolio rundown from reclassified non-housing loans.