L&T Finance Ltd & #CanFinHomesLtd are covered in today's Stocks to Buy Now podcast.
L&T Finance Ltd:
The company remains assertive on a reduction in credit cost and an improvement in asset quality in the MFI space from H2FY26. It also implemented MFI Guardrail 2.0, which will help to build a quality portfolio in the long term, but also has limited impact in the short term.
Can Fin Homes Ltd:
The company reported a strong pick-up in disbursement growth in Q4, led by receding geographical headwinds. The e-Khata issue is gradually resolving in the state of Karnataka, and the Telangana issue seems to be bottoming out. Hence, the management expects a 20% disbursement growth and ~15% AUM growth in FY26 is achievable.
👉Watch now: https://youtu.be/lhBE42BLEoU?si=rN5l145e0PN1TsTBSource - Mirae Asset Sharekhan Research Team
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Posted On: 02 Jun 2025 10:27 AM
