Repco Home Finance Limited — Investor Meet, 10-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Repco Home Finance showcased a strong Q3 FY26, breaking disbursement trends with ₹1069 Cr (up 40% YoY). The company is on track for ₹4000 Cr disbursements this FY, targeting ₹5000 Cr next. AUM reached ₹15,394 Cr, aiming for ₹16,200 Cr.

Asset quality improved sharply: Gross NPAs reduced to ₹449.53 Cr, and Stage 2 assets also saw a significant drop. Cost of funds fell to 8.45%, maintaining a healthy 3.3% spread. Management is confident in hitting all FY targets, citing strategic investments in sales, technology, and liability diversification. Expect continued focus on growth and further asset quality gains.