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Smartkarma | Can Fin Homes Ltd - Good Quarter; Growth to Strengthen Further from FY27 Onwards!
» Smartkarma / by Axis Direct / Equity Bottom-Up Key States Stage a Recovery; Momentum to Improve: CANF’s key states – Karnataka (KA) and Telangana (TL) have turned the corner and resumed their positive growth journey from Q4 onwards, post facing initial headwinds, and the momentum is expected to sustain. KA reported a 7% disbursement growth in FY26, supported by improving e-Khata-related processes, with urban markets stabilising (barring some rural delays) and the monthly disbursement run-rate improving to Rs 290 Cr vs Rs 250 Cr earlier. Similarly, TL, though having staged a slower recovery, has also normalised with a >Rs 100 Cr/month disbursement run-rate in Q3/Q4, and is expected to return to its growth trajectory in FY27. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below. » Get straight to the source on Smartkarma.
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Can Fin Homes Releases Post-Q4 FY26 Investor Presentation
Can Fin Homes Ltd. ( ($IN:CANFINHOME) ) has issued an update. Can Fin Homes Ltd., a listed housing finance company headquartered in Bengaluru and f...
cityfalcon.com
New water kiosk unveiled at GIMS
Greater Noida: Can Fin Homes Ltd has installed a clean drinking water facility at the Government Institute of Medical Sciences (GIMS) under its CSR initiative. The project includes RO purification...
cityfalcon.com
Brief India: HSIE Results Daily: LTIMindtree, Tata Capital, Havells India, L&T Finance, JK Cement, Can Fin Homes and more
In this briefing: HSIE Results Daily: LTIMindtree, Tata Capital, Havells India, L&T Finance, JK Cement, Can Fin Homes Metals (Q3FY26 Results Preview): Robust volume growth, prices firming up Pre Union Budget Expectations 2026-27 JK Cement Ltd - Strong Volume Growth; Operational Performance Better Than Expected LTI Mindtree Ltd - Growth Momentum Continues; Navigating New Horizons 1. HSIE Results Daily: LTIMindtree, Tata Capital, Havells India, L&T Finance, JK Cement, Can Fin Homes LTIMindtree: LTIMindtree (LTIM) reported a solid Q3 performance, with revenue growth of +2.4% QoQ CC (ahead of estimates) and EBIT margins of 16.1% (+26bps QoQ, in line), supported by robust momentum in manufacturing (+9.4% QoQ) and healthcare (+9.9% QoQ) The company secured a strong TCV of USD 1.7 bn (+6.4% QoQ), driven by a USD 155 mn, five‑year deal with a leading US insurer and a strategic selection as one of five key service partners for a global financial institution The BFSI segment declined 0.7% QoQ, impacted by seasonality and proactive AI‑led productivity initiatives within top clients, which management expects to bottom out in Q4 Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.
cityfalcon.com
Brief Growth Ideas: HSIE Results Daily: LTIMindtree, Tata Capital, Havells India, L&T Finance, JK Cement, Can Fin Homes and more
In this briefing: HSIE Results Daily: LTIMindtree, Tata Capital, Havells India, L&T Finance, JK Cement, Can Fin Homes Metals (Q3FY26 Results Preview): Robust volume growth, prices firming up Asia Real Estate Tracker (20-Jan-2026): Winland sells Lippo Centre assets at 60% discount. Singapore Market Roundup (20-Jan-2026): DBS suggests Newport Residences could raise CDL's shares. The Court of The Donald 1. HSIE Results Daily: LTIMindtree, Tata Capital, Havells India, L&T Finance, JK Cement, Can Fin Homes LTIMindtree: LTIMindtree (LTIM) reported a solid Q3 performance, with revenue growth of +2.4% QoQ CC (ahead of estimates) and EBIT margins of 16.1% (+26bps QoQ, in line), supported by robust momentum in manufacturing (+9.4% QoQ) and healthcare (+9.9% QoQ) The company secured a strong TCV of USD 1.7 bn (+6.4% QoQ), driven by a USD 155 mn, five‑year deal with a leading US insurer and a strategic selection as one of five key service partners for a global financial institution The BFSI segment declined 0.7% QoQ, impacted by seasonality and proactive AI‑led productivity initiatives within top clients, which management expects to bottom out in Q4 Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.
cityfalcon.com
Brief India: Can Fin Homes Ltd - Good Quarter; Growth to Strengthen from FY27 Onwards! and more
In this briefing: Can Fin Homes Ltd - Good Quarter; Growth to Strengthen from FY27 Onwards! Asian Bond Monitor: Take Profits TAC Index Weekly Air Cargo Bulletin 19 January 2026 Exencial Industry Tidings Primer: WPIL Ltd (WPI IN) - Jan 2026 1. Can Fin Homes Ltd - Good Quarter; Growth to Strengthen from FY27 Onwards! Key States Stage a Recovery; Momentum to Improve: CANF’s key states – Karnataka (KA) and Telangana (TL) have witnessed a healthy recovery, with KA reported a positive disbursement growth on YTD basis (+3% YoY), having recorded a ~Rs 250 Cr/month disbursement growth in Q3 (total disbursement of Rs 740 Cr in Q3) and the momentum has sustained going into Q4. Though TL continues to lag the growth recovery, signs of improvement are visible with disbursements now clocking a monthly run rate of Rs 100 Cr, and growing at ~30% YoY in Q3, thereby instilling confidence of ending FY26 with a flattish growth. Moving forward, the management expects KA disbursement growth to remain healthy and the state to contribute meaningfully in FY27.
cityfalcon.com
Smartkarma | Can Fin Homes Ltd - Good Quarter; Growth to Strengthen from FY27 Onwards!
» Smartkarma / by Axis Direct / Equity Bottom-Up Key States Stage a Recovery; Momentum to Improve: CANF’s key states – Karnataka (KA) and Telangana (TL) have witnessed a healthy recovery, with KA reported a positive disbursement growth on YTD basis (+3% YoY), having recorded a ~Rs 250 Cr/month disbursement growth in Q3 (total disbursement of Rs 740 Cr in Q3) and the momentum has sustained going into Q4. Though TL continues to lag the growth recovery, signs of improvement are visible with disbursements now clocking a monthly run rate of Rs 100 Cr, and growing at ~30% YoY in Q3, thereby instilling confidence of ending FY26 with a flattish growth. Moving forward, the management expects KA disbursement growth to remain healthy and the state to contribute meaningfully in FY27. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below. » Get straight to the source on Smartkarma.
cityfalcon.com
Corporate India set for stronger H2; capex, defence, and housing finance in focus: Neeraj Dewan
Indian markets may stay range-bound, but stock-specific opportunities are rising, says market expert Neeraj Dewan. With Q3–Q4 poised for stronger earnings, he is bullish on capital goods, infrastructure, defence, ports, and housing finance. Dewan highlights Adani Ports, Mazagon Dock, BEML, Can Fin Homes and PNB Housing, while cautioning on expensive IPOs and selective valuation risks.
cityfalcon.com
Brief Finance: Bajaj Finance: From Credit Tightening to Digital Acceleration – A Transition Year in Motion and more
In this briefing: Bajaj Finance: From Credit Tightening to Digital Acceleration – A Transition Year in Motion S&P Global: Why Is Its Proprietary Data the Ultimate Competitive Moat? Aditya Birla Capital: Under-Appreciated Compounder or Value Trap? Four New Statistical Arbitrage Opportunities in Asia-Pac Pick of the Week: Can Fin Homes Ltd. - 08 November, 2025 1. Bajaj Finance: From Credit Tightening to Digital Acceleration – A Transition Year in Motion Company delivered a steady Q2 FY26, with PAT growth of 23% YoY and 4% QoQ, in line with expectations . MSME stress prompted a modest downgrade in AUM guidance to 22–23% . The quarter reflects the company’s pivot toward quality growth, fortified by an aggressive AI transformation program (FINAI) and gold loan expansion strategy. While short-term credit costs weigh on margins, Bajaj Finance’s digital transformation and franchise scale position it to re-accelerate in FY27 , reinforcing its premium valuation among Indian NBFCs. 2. S&P Global: Why Is Its Proprietary Data the Ultimate Competitive Moat?
cityfalcon.com
Brief India: Genus Power Infrastructures Ltd - Strong Q2; Tendering Progress Will Be the Key and more
In this briefing: Genus Power Infrastructures Ltd - Strong Q2; Tendering Progress Will Be the Key UNO MINDA Ltd - Structural Growth Story Intact; Upside Potential Fully Valued in CMP Britannia Industries Ltd - Resilient Performance with Margins Expansion; Maintain BUY Trent Ltd - Resilient Growth Amid GST Transition; Maintain BUY Pick of the Week: Can Fin Homes Ltd. - 08 November, 2025 1. Genus Power Infrastructures Ltd - Strong Q2; Tendering Progress Will Be the Key Addressable Market: Against the RDSS’s Smart Meter Installation target of 25 Cr, ~15 Cr meters have been awarded, and 4.5 Cr are installed. Out of the remaining 10 Cr meters to be awarded, tenders for 3.8 Cr meters are live, which will be finalised by the end of FY26. The balance tenders for ~6.0-6.5 Cr meters could go live in the next 12 to 18 months. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below. 2.
cityfalcon.com

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