Can Fin Homes Ltd.

NSE: CANFINHOME | BSE: 511196 | ISIN: INE477A01020 | Industry: Housing Finance
| Strong Performer, Under Radar
740.3500 -11.60 (-1.54%)
NSE Aug 01, 2025 15:31 PM
Volume: 191.7K
 

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Can Fin Homes Ltd.
22 Jul 2025
740.35
-1.54%
Prabhudas Lilladhar
CANF saw a stable quarter as disbursals were in-line leading to AUM growth of 9.0% YoY, while NII was a beat at 3.7% due to lower cost of funds. Despite repo cut of 100bps, company expects NIM of 3.5% in FY26 (3.6% in FY25) as (1) certain portions of bank and NHB borrowings would be repriced lower due to their floating nature and (2) only 5% loans shifted from annual to quarterly reset (67% still at annual reset). Hence, we raise FY26E NIM by 9bps to 3.46%. While both Karnataka and Telangana are stabilizing in business terms, recovery has been slower due to state-specific issues. Disbursal and loan...
Can Fin Homes Ltd. is trading below its 30 day SMA of 790.9
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