Morgan Stanley has maintained an overweight rating on Can Fin Homes share, with a target price of Rs 800, following a stronger-than-expected performance in the fourth quarter of FY25.

  • Profit after tax (PAT) stood at Rs 2.4 billion, coming in 8% above Morgan Stanley estimates.

  • Pre-provision operating profit (PPOP) rose 8% YoY, which was 1% higher than estimates.

  • The PAT beat was primarily driven by a lower tax rate.

  • Loan growth was reported at 9% YoY and 3% QoQ.

  • Disbursements came in at Rs 24.6 billion, reflecting a 31% YoY and 6% QoQ increase, aligned with the company’s guidance.

  • The brokerage noted that the management’s outlook on FY26 loan growth will be a key monitorable going forward.

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