Repco Home Finance Limited — Investor Meet, 26-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Repco Home Finance reported record Q4 and FY226 disbursements at ₹1186 Cr and ₹4148 Cr, respectively. AUM grew 9.6% to ₹15,880 Cr. Asset quality notably improved, with GNPA down to 2.55% and Stage 2 assets reduced to 7%. The company targets ₹5000 Cr in FY27 disbursements and ₹18,000 Cr AUM, aiming for ₹25,000 Cr by FY29. Management emphasizes increasing growth in non-Tamil Nadu markets and controlling loan book runoff while maintaining credit quality. A ₹600 Cr NHB refinance is expected to lower funding costs. The firm declared its highest-ever 75% dividend for FY26, signaling a confident outlook.