Housing Finance Company sector
13 companies · ₹2.1 L cr · 9 with AI deep dives
5y revenue CAGR
median 11.79%(p25 4.66% · p75 20.11%)
Debt / equity
median 2.52x(p25 2.2x · p75 2.99x)
AI sector brief
from the bucket's latest earnings calls · as of 2026-06-30tailwindRecord disbursements across the sector - broad-based volume tailwind7 managements
Seven companies reported record or sharply higher disbursements in their latest quarter. BAJAJHFL grew 23% YoY to INR17,506 crore; PNBHOUSING hit an all-time high of INR9,355…
- BAJAJHFL (Q4FY26): “Disbursements on a Y-o-Y basis grew 23% from INR14,250 crores to INR17,506 crores.”
headwind4 managements🔒headwind3 managements🔒headwind5 managements🔒tailwind6 managements🔒mixed4 managements🔒
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| Company | Mcap | AI verdict | Signals | Stated KPIs (latest call) |
|---|---|---|---|---|
| Bajaj Housing Finance Ltd | ₹71,350 cr | Unlock | ||
| LIC Housing Finance Ltd | ₹30,135 cr | Unlock | ||
| PNB Housing Finance Ltd | ₹27,991 cr | Unlock | ||
| Aadhar Housing Finance Ltd | ₹21,714 cr | Unlock | bank nim strong | |
| Aptus Value Housing Finance India Ltd | ₹14,095 cr | Unlock | bank nim strongnbfc aum acceleratornbfc borrowings outrunning book | |
| Home First Finance Company India Ltd | ₹12,334 cr | Unlock | bank nim strongnbfc aum accelerator | |
| AAVAS Financiers Ltd | ₹10,914 cr | Unlock | bank nim strong | |
| Can Fin Homes Ltd | ₹10,812 cr | Unlock | capex coming online | |
| India Shelter Finance Corporation Ltd | ₹7,955 cr | Unlock | bank nim strong | |
| Repco Home Finance Ltd | ₹2,402 cr | Unlock | bank nim strong | |
| GIC Housing Finance Ltd | ₹794 cr | Unlock | capex coming onlinecapex ahead of revenue | |
| SRG Housing Finance Ltd | ₹492 cr | Unlock | bank nim strongbank nim compressingnbfc aum accelerator | |
| Reliance Home Finance Ltd | ₹95 cr | Unlock | bank nim compressing |