Mirae Asset Sharekhan

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 Disclaimer - https://rb.gy/jqplkw#InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation #CanFinHomesLtd #InvestmentStrategies #StockMarket #Investment #Podcast #StockAnalysis #SharekhanPodcast #MiraeAssetSharekhan #WealthCreation

#CanFinHomesLtd covered in today's Stocks to Buy Now podcast. Analyst maintains BUY. AUM growth is set to improve to ~15% for FY2026E (vs sub ~10% for FY25E) despite challenges in its key market Karnataka & Telangana driven by healthy disbursements growth of 40%. Investment in… https://t.co/mOxoDHTZoL #CanFinHomesLtd

Experience the insightful 3R Podcast! Tune in now to gain valuable long-term views from Sharekhan's experts on #PuravankaraLtd and #CanFinHomesLtd. Watch Now - https://youtu.be/YUmhjHAFYEsDisclaimer - http://rb.gy/14y35#Sharekhan #Podcast #PuravankaraLtd #CanFinHomesLtd #Sharekhan #Podcast