CANFINHOME.NSE

Can Fin Homes Ltd.

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.

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.

» 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.

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.