Can Fin Homes Limited — Investor Meet, 24-01-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Can Fin Homes delivered a strong Q3 FY26 with record disbursements of INR 2,727 Cr (+45% YoY). AUM grew 10%, despite elevated prepayments (INR 1,691 Cr). Asset quality improved for the fourth consecutive quarter, with delinquencies reducing across regions. Q3 NIM stood at 4.14% and spreads at 2.93%. Management projects FY26 disbursements of INR 10,500 Cr and FY27 AUM growth of 15%. Key strategies include growing the self-employed segment for better margins, converting more loans to quarterly reset to manage prepayments, and completing IT transformation for efficiency and digital growth. Outlook remains positive for stable margins and robust asset quality.