Affordable Housing Financiers Set for Steady 20-21% AUM Growth in FY26 & FY27 Despite Rising Delinquencies

Affordable housing finance companies to post steady 20-21% AUM growth in FY26 and FY27 — outpacing the broader mortgage sector — even as LAP moderates and delinquencies rise slightly; CRISIL Ratings expects healthy profitability at ~2.5% RoMA amid prudent underwriting and supportive funding dynamics.

Mature InvITs to Drive AUM Past ₹8 Lakh Crore by FY27 Despite Rising Leverage

India’s InvITs are set to grow their AUM to over ₹8 lakh crore by FY27, led by mature trust acquisitions in the roads sector. Despite higher leverage, credit profiles remain strong due to regulatory guardrails and stable cash flows.