CANFINHOME Q4 FY26 Guidance vs Delivery (CANFINHOME Management Mirror)

Did CANFINHOME's management deliver what it guided? Guidance vs actual performance and tone changes across recent earnings calls, as of the Q4 FY26 (Mar-2026 Qtr) concall.

Can Fin Homes Ltd (CANFINHOME) Q4FY26 Management Mirror - Mar-2026 Qtr

Disbursements & AUM Growth

Management is targeting FY27 disbursements of INR 13,000 crores (Mar'26 Qtr concall), slightly adjusting the tone from the ~INR 13,500 crores guided in the Dec'25 Qtr. FY27 AUM growth is targeted at approximately 14% (Mar'26 Qtr), broadly consistent with the ~15% guided in prior quarters. The FY26 guidance of 12%-13% AUM growth and INR 10,500 crores in disbursements was maintained through the Dec'25 Qtr. Regionally, management is targeting uniform 25% YoY disbursement growth across all zones for FY27, with Karnataka at 15% (Mar'26 Qtr), following FY26 expectations of reaching positive YTD growth in Karnataka and Telangana. [Status: Reaffirmed]

3 more themes on the ELITE plan.