Can Fin Homes Limited — Investor Meet, 24-07-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Can Fin Homes exceeded Q1 FY27 disbursement projections at INR 2,609 Cr, up 29% YoY, driven by broad-based growth. AUM grew 10.8%. Despite higher prepayments (mainly part-payments from quarterly rate resets), management is confident of achieving 14% AUM growth for FY27. NIM held strong at 3.81% (vs. 3.75% guidance) and credit cost guidance of 10 bps is maintained due to robust asset quality and declining NACH bounce rates. IT transformation is on track, with full system implementation across branches expected by Q2 end. The company maintains a conservative lending approach, reporting minimal historical loan write-offs. Management's outlook is confident on growth and profitability targets.