#CANFINHOMES Ltd & #PNBHousingFinance Ltd are covered in today's Stocks to Buy Now podcast.
CANFIN HOMES Ltd
The company reported a strong pick-up in disbursement growth, led by receding geographical headwinds. The e-khata issue is gradually resolving in the state of Karnataka and Telangana issue seems to be bottoming out. Hence, the management expects a 20% disbursement growth and ~15% AUM growth in FY26 is achievable
PNB Housing Finance Ltd
Analyst maintains positive view on PNB Housing Finance Ltd. Steady growth outlook and benign asset quality is likely to support profitability over FY25-27E. We expect PNBHF to deliver a healthy ~18% CAGR in loan book and ~20% CAGR in PAT over FY25-27E, with an RoA/RoE of 2.6%/13.9% by FY27.
Source - Mirae Asset Sharekhan Research Team
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Posted On: 30 Apr 2025 9:40 AM
