Home First Finance profit declines 9% in Q1; stock ends higher

Sales rose 3.50% to Rs135.81cr in the quarter ended June 2021 as against Rs131.22cr during the previous quarter ended June 2020.

July 30, 2021 4:48 IST India Infoline News Service

The net profit of Home First Finance Company India declined 9% to Rs35.11cr in the quarter ended June 2021 as against Rs38.61cr during the previous quarter ended June 2020. Sales rose 3.50% to Rs135.81cr in the quarter ended June 2021 as against Rs131.22cr during the previous quarter ended June 2020.

Key Highlights for Q1 FY22:
Asset under Management (AUM):
  • INR 4,294 Crs, growth of 18.5% over Q1 FY21.
  • Sharp focus on housing loans that contribute 92.4% of AUM and EWS / LIG category that forms ~77% of the customer base.
Distribution:
  • As on Jun'21, the Company has 72 branches with presence in 12 States and 1 Union Territory.
  • Business commenced in 10 new branch locations. In addition, 12 new digital branches have been launched taking the total number of touchpoints to 137
Disbursements:
  • Disbursements of INR 305 Crs in Q1 FY22, at 67.4% of Q4 FY21 levels, y-o-y growth of 476.9%.
Collection Efficiency:
  • Collection Efficiency has improved to 97.6% in Jun’21 after dips in April and May, compared to 98.5% in Mar’21.
  • Bounce rates have improved to 16.1% in Jul’21 from 18.3% in Q1 FY22 (17.3% in Q4 FY21).
Asset Quality:
  • Gross Stage 3 is at 1.9% and Net Stage 3 is at 1.4% with 0.6% of POS being restructured.
Provisions:
  • ECL provision as on Jun'21 is INR 47 Crs; resulting in total provision to loans outstanding ratio at 1.4%; and the Stage 3 provision coverage ratio is at 70.3%.
Borrowings:
  • Total borrowings including debt securities are at INR 3,083 Crs as on Jun’21 up from INR 2,654 Crs as on Jun'20. The company continues to carry a liquidity of INR 1,480 Crs as on Jun’21.
  • Cost of borrowings reduced further from 7.4% in Q4 FY21 to 7.2% in Q1 FY22. It is lower by 130 bps compared to Q1 FY21 which stood at 8.5%.
Spread:
  • Spread on loans stood at 5.5% in Q1 FY22 compared to 4.6% in Q1 FY21.
Strong Capital Adequacy will drive growth going forward:
  •  Tier I capital stands at 55.2% as on June’21. IPO fund raise of INR 265 Crs is being utilized for future growth.
  •  Networth as of Jun’21 is at INR 1417 Crs vis-à-vis INR. 973 Crs as on Jun’20.

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