Can Fin Homes Limited, a prominent player in the housing finance sector, recently conducted a series of investor and analyst meetings in Mumbai. The company's top executives, Managing Director & CEO Suresh S Iyer and Chief Financial Officer Abhishek Mishra, led the discussions, providing insights into the company's performance and outlook.

Key Meeting Details

The meetings, arranged by DAM Capital, took place on December 4, 2025, at the Trident-BKC in Mumbai. The discussions covered a wide range of topics, focusing on the company's recent financial performance and future prospects.

Discussion Highlights

The executives shared information on several key areas:

• Q2 FY25-26 financial results
• Net Interest Margin (NIM)
• Growth prospects
• Asset quality
• Business outlook

It's important to note that no unpublished price-sensitive information was shared during these meetings, maintaining compliance with regulatory standards.

Participant Profile

The meetings attracted a diverse group of financial professionals, including representatives from:

Meeting Schedule

The investor-analyst meetings were structured in multiple sessions throughout the day:

Transparency and Compliance

Can Fin Homes' decision to conduct these meetings and promptly disclose the details demonstrates the company's commitment to transparency and open communication with its stakeholders. This approach aligns with the best practices in corporate governance and investor relations.

While specific financial figures were not provided in the disclosure, the company's engagement with a wide range of financial professionals suggests confidence in its business model and future prospects. Investors and analysts will likely use the insights gained from these meetings to inform their assessments of Can Fin Homes' position in the competitive housing finance market.

As the financial sector continues to evolve, such engagements between companies and market participants play a crucial role in maintaining informed and efficient markets. Stakeholders of Can Fin Homes will be keen to see how the discussions from these meetings translate into the company's future performance and strategic decisions.

Can Fin Homes , a prominent player in the Indian housing finance sector, has reported a strong performance for the second quarter of fiscal year 2026, marked by record disbursements and improved financial metrics.

Record Disbursements and Improved Margins

The company achieved record quarterly disbursements of INR 2,500 crores in Q2 FY26, marking the first time it has crossed this threshold in any second quarter. This robust disbursement growth was accompanied by improved financial metrics, with the Net Interest Margin (NIM) crossing 4% and the spread increasing from 2.62% to 2.79%.

Delinquency Reduction and Credit Costs

Can Fin Homes reported a significant reduction in total delinquency, which decreased by INR 130 crores to approximately INR 3,850 crores. This improvement led to minimal credit costs of only INR 3 crores for growth provisioning in the quarter.

Regional Performance

The company's operations in Karnataka showed a remarkable recovery, with September disbursements reaching INR 270 crores compared to INR 78 crores in the previous year's Q2. This significant improvement indicates a positive trend in one of the company's key markets.

Refinance and IT Transformation

Can Fin Homes received a National Housing Bank (NHB) refinance sanction of INR 1,500 crores at an indicative blended rate of 6.8%, which is expected to support the company's funding costs. Additionally, the company's IT transformation implementation is progressing as scheduled, with the first phase modules going live on September 30.

Future Outlook

For Q3 FY26, the company maintains its disbursement guidance at INR 2,500 crores, considering the potential impact of the ongoing IT transformation. For the full fiscal year, Can Fin Homes is targeting overall annual disbursements of INR 10,500 crores and 12-13% AUM growth.

Management has provided guidance for a spread of 2.75% and NIM of 3.75% going forward, indicating a stable outlook for the company's profitability metrics. The company also expects further delinquency reduction of INR 100 crores in Q3, which could potentially lead to lower credit costs.

Market Implications

The strong performance of Can Fin Homes in Q2 FY26, particularly in disbursements and margin improvement, may be viewed positively by investors. The company's focus on reducing delinquencies and maintaining healthy growth targets suggests a balanced approach to expansion and risk management in the competitive housing finance sector.

As the company continues to implement its IT transformation and expand its presence in key markets, investors will likely monitor its ability to maintain this growth momentum while managing asset quality in the coming quarters.