ftInvstr
HOMEFIRST · Financial Services ₹1210.0 +0.1% Mkt Cap ₹12604 Cr

HOMEFIRST

Financial Services Mortgage Finance
₹1210.0
+0.1% today · 30d +1.51%
as of 2026-09-04
Price · Daily Candles
“HomeFirst Finance thrives on robust growth, weathering promoter stake cuts and FII churn.”
HomeFirst Finance reported a 42.75% YoY net profit jump to ₹149 Cr in Q4 2026, driven by a 20.92% revenue increase to ₹501 Cr. The stock has seen a 12.31% price appreciation over the last month, yet it remains 20.14% off its 52-week high.
BULL CASE
+Q4 2026 net profit surged by 42.75% YoY to ₹149 Cr, demonstrating strong earnings momentum.
+Annual revenue witnessed a 25.14% YoY growth, reaching ₹1915 Cr, with a 3-year CAGR of 34.01%.
+FII holding increased by 4.9 percentage points QoQ to 45.72% in Q4 2026.
+Sales growth over the recent 2 years (1y) is predicted to be strong, with a rank of 0.726.
+The company's P/E of 23.29 is below the peer average like Bajaj Housing Finance's 28.8, suggesting potential value.
BEAR CASE
Promoter shareholding decreased by 5.36 percentage points QoQ, bringing their stake to 6.99% in Q4 2026.
The stock is down 17.7% over the last year and currently trades 20.14% below its 52-week high of ₹1519.
Free Cash Flow for the company is negative at -₹1949 Cr, representing a -15.42% FCF yield.
The company's high beta of 1.93 indicates significantly higher volatility compared to the broader market.
Operating profit margin declined by 1.52% YoY despite revenue growth in Q4 2026.
⟳ What Changed
₹ Latest Earnings · Q ending 2026-06-30
REVENUE
₹538 Cr
+18.61% YoY
NET PROFIT
₹160 Cr
+34.45% YoY
OPM
78.06%
-1.27pp YoY
EPS
₹15.31
PE 23.29
Intrinsic value · DCF: N/A — Company is currently free-cash-flow negative (-15.5% of mktcap). DCF assumes a going concern generating positive cash flow; a meaningful intrinsic value can only be computed once FCF turns positive. Use the Strategy Fit and ML sections instead.
◇ Sector Position
HomeFirst Finance trades at a PE of 23.29, below peers like BAJAJHFL (28.8) but above LICHSGFIN (5.33), with no directly comparable ROCE as display_ratios ROCE not available.
PEERPEROCE %
HOMEFIRST23.29
BAJAJHFL28.82.84
LICHSGFIN5.332.55
PNBHOUSING12.623.35
+ 2 more peers — sign in to view
ML Forward Growth Predictions 🔒

9 ML-predicted forward-growth ranks across sales, EBIT, and FCF.

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68
SCORE / 100
Overall
6-axis composite of the sections below.
Performance POSITIVE 55
Valuation REASONABLE 60
Growth STRONG 83
Profitability HIGH 100
Technicals STRONG 77
Risk ELEVATED 30
Key Stats
TTM PE
23.29
P/B
2.88
52W HIGH
₹1375.0
OFF HIGH
-12.0%
DIV YIELD
0.44%
MKT CAP
₹12604 Cr
◉ Active Signals
MACDBullish2.2749
RSI(14)Neutral56.96
Street Consensus
21 analysts
₹1410.05
mean target
Low ₹957.0Now ₹1210.0High ₹1678.0
⧉ Strategy Fit 🔒

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