Aadhar Housing Finance Limited has announced that the audio recording of its earnings conference call for the quarter and financial year ended March 31, 2026, is now available. The call was originally held on Tuesday, May 5, 2026, to discuss the company's financial and operational performance.

Regulatory Filing Details

The intimation regarding the availability of the audio recording was filed on May 5, 2026, pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The filing references the prior intimation dated April 23, 2026. The communication was signed by Harshada Shashank Pathak, Company Secretary and Compliance Officer (ACS: 19534).

Accessing the Recording

The company has made the audio recording accessible to investors and analysts through its official website. Stakeholders can listen to the discussion regarding the financial results by visiting the investor relations section.

Conference Call Context

The conference call featured key members of the management team, including Executive Vice Chairman Mr. Deo Shankar Tripathi and MD & CEO Mr. Rishi Anand. They discussed the performance for the year ended March 31, 2026. The call was hosted by JM Financial Institutional Securities Limited.

Nomura has reiterated its Buy rating on aadhar housing finance with a target price of ₹615, reflecting confidence in the company's operational consistency and near-to-medium-term growth trajectory. The brokerage's positive stance is anchored in the company's demonstrated ability to deliver on its financial guidance and sustain momentum across key performance metrics.

Growth Guidance and Earnings Outlook

A central pillar of Nomura's bullish thesis is the company's guidance for approximately 20% year-on-year AUM and profit growth through FY27E. This growth trajectory is further bolstered by an anticipated 27% earnings growth, which the brokerage attributes in part to moderation in operating expenditure. The combination of top-line expansion and cost discipline positions the company favourably within the affordable housing finance segment.

Key Metrics at a Glance

The following table summarises the key parameters underpinning Nomura's investment thesis:

Return Profile and Stability

Nomura projects a healthy return profile for Aadhar Housing Finance over FY28–29, with return on assets (ROA) estimated at approximately 4.2–4.3% and return on equity (ROE) at approximately 16.5%. These projections underscore the company's ability to generate sustainable profitability over the medium term. The brokerage also notes a stable overall outlook, even as it acknowledges the presence of geopolitical risks that could influence the broader operating environment.

Consistent Execution as a Key Differentiator

Nomura's maintained Buy stance reflects its assessment of Aadhar Housing Finance's track record of consistent execution. The company's ability to align actual performance with stated guidance has been cited as a key differentiator, reinforcing investor confidence. The brokerage's outlook remains constructive, supported by the interplay of strong growth guidance, earnings expansion, and robust projected return ratios.