Repco Home Finance Limited — Investor Meet, 17-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Repco Home Finance reports Q1 FY2027 sanctions at Rs. 938 Cr & disbursements at Rs. 843 Cr, with AUM up 8.9% YoY to Rs. 15,990 Cr. Net profit rose to Rs. 114 Cr. GNPA improved significantly YoY to 2.7% (Rs. 427 Cr). Management expects Q2 disbursements to hit Rs. 1200-1250 Cr and targets Rs. 5000 Cr for FY2027, aiming for 13-14% AUM growth and reducing NPAs to March levels. Strategic focus includes aggressive growth, asset quality control via verticalized recovery teams, and expanding into non-Tamil Nadu markets. Spreads may compress slightly to drive growth and retain customers.