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Earnings · Housing Finance · Small cap

Repco Home Finance profit flat as loan book hits ₹15,880 crore

Sanctions climbed 28% while bad loans dropped to 2.55%, providing a cleaner look at FY26 performance.

2 earlier stories on Repco Home Finance Ltd.
Mkt cap₹2,628 cr
P/E5.53×
ROE13.47%
Debt / eq.3.25
Div yld0.77%
₹453 cr Annual net profit for FY26.

What's new

  • Net profit rose 1% to ₹453 cr, supported by a 9% gain in net interest income to ₹812 cr.
  • The loan portfolio grew nearly 10% to ₹15,880 cr.
  • Asset quality improved, with the gross bad loan ratio falling to 2.55% from 3.26%.

Why this matters

Growth in disbursements and sanctions outpaced the bottom line, showing the company is finding loan volume despite a muted profit outcome. The compression of bad loans is a clear mark of better credit discipline.

What we're watching

  • Whether the jump in sanctions to ₹4,519 cr translates to faster net interest income growth next year.
  • Maintenance of the 35.38% capital adequacy ratio.
  • Cost-to-income trends as the firm grows its loan book.

The full read

Repco Home Finance closed FY26 with a net profit of ₹453 crore, a 1% increase over the previous year. Profit is barely moving.

Beneath this flat headline figure, operational activity tells a different story. The company sanctioned ₹4,519 crore in new loans, a 28% jump, while total disbursements rose 26% to ₹4,148 crore. This aggressive pace of lending pushed the total loan book up nearly 10% to ₹15,880 crore, a level that suggests the firm is successfully capturing market share even as net interest income climbs 9% to ₹812 crore.

Credit quality is also improving. The gross non-performing asset ratio fell to 2.55% from 3.26% a year ago. With a sturdy capital adequacy ratio of 35.38%, the firm has the buffer to sustain this expansion. It isn't a year of explosive earnings growth, but the volume metrics provide a firm base for the year ahead.

Questions answered

How did the loan portfolio perform compared to the previous year?
The loan portfolio grew 9.6% to reach ₹15,880 crore.
What is the status of asset quality?
Asset quality improved significantly, with the gross non-performing asset ratio falling from 3.26% to 2.55%.
Mentioned: Repco Home Finance · FY26 Results
Primary source BSE · NSE · Tijori

An independent reading of the company's own disclosure — the primary filing above is the final word.

Company snapshot

Repco Home Finance Ltd.

Housing Finance
₹2,705 cr
P/E 5.69×

Latest quarter · Mar 2026

Total income₹454 cr
Net profit₹129 cr
Net margin+28.5%
EPS₹21.61

Leverage & growth

Debt / equity3.25×
Sales CAGR+7.3%
EPS CAGR+12.5%
  1. 21 May 2026 · 8:17 PM IST Repco Home Finance profit flat as loan book hits ₹15,880 crore
  2. 47d ago Repco pushes ₹25,000 cr AUM goal to FY29, cites prepayment drag
  3. 51d ago Repco Home Finance delays its ₹25,000 cr AUM goal by one year