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Brief India: Can Fin Homes - Strong on Profitability, Weak on Growth and more
In this briefing: Can Fin Homes - Strong on Profitability, Weak on Growth Primer: Royal Orchid Hotels (ROHL IN) - Oct 2025 Can Fin Homes Limited - Consolidation Phase Ending; Growth Outlook Turning Constructive! Primer: Chemcon Speciality Chemicals (CHEMCON IN) - Oct 2025 Federal Bank Q2 FY26: Strong Operational Beat, RoA Strategy On Track - But Is the Re-Rating Done 1. Can Fin Homes - Strong on Profitability, Weak on Growth Can Fin Homes’ (CANF) Q2FY26 earnings were ahead of our estimates, largely due to higher-than-expected NIMs (4%) and muted credit costs (3bps) NIMs reflated sharply, driven by lower cost of funds (-30bps QoQ) due to re-pricing of bank borrowings, while transmission on the asset side remained limited (25bps during FY26) However, AUM/disbursements growth remained tepid (+8.4%/+6.9% YoY) amidst moderation in overall housing demand and protracted issues in Karnataka and Telangana 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·5mo ago
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Brief India: Can Fin Homes Limited - Consolidation Phase Ending; Growth Outlook Turning Constructive! and more
In this briefing: Can Fin Homes Limited - Consolidation Phase Ending; Growth Outlook Turning Constructive! Primer: Chemcon Speciality Chemicals (CHEMCON IN) - Oct 2025 Federal Bank Q2 FY26: Strong Operational Beat, RoA Strategy On Track - But Is the Re-Rating Done Lenskart Solutions Pre-IPO - The Negatives - International Ops Largely Acquisition Driven Molbio Diagnostics Limited Pre-IPO: Steady Growths in Topline And Profitability 1. Can Fin Homes Limited - Consolidation Phase Ending; Growth Outlook Turning Constructive! Key States Showing Signs of Recovery: CANF’s key states – Karnataka (KA, owing to eKhata issue) and Telangana (TL) have reported muted growth. However, the company is seeing signs of revival, particularly in KA. The management has indicated that the KA government has announced certain measures regarding eKhata, which are directionally positive and should support growth revival in the state. Thus, the management expects the monthly disbursement run-rate in KA to improve from Q3 onwards and scale up to a Rs 300 Cr/month disbursement run-rate in Q4 vs the current monthly run-rate of Rs 260 Cr.
cityfalcon.com·5mo ago
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