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.

ARC Business Model Shifts Gears as Recovery Income Overtakes Management Fees

India’s private asset reconstruction companies are undergoing a structural shift as recovery-linked income increasingly replaces management fees, supported by strong recoveries, falling acquisitions and a rise in cash transactions, according to Crisil Ratings.

Home Sales Cool in 2025, Offices Stay Hot: What’s Really Happening in India’s Property Market

After a three-year boom, India’s housing market is seeing a mild slowdown in FY25, even as offices remain in demand—marking a phase of consolidation rather than correction, says CRISIL Ratings.

🏗️ India’s Construction Equipment Demand Stalls at 2–4% Growth as Road and Real Estate Projects Slow

India’s construction equipment industry faces another slow year with just 2–4% growth, as road and real estate projects cool off. Crisil Ratings says strong exports are keeping margins and credit profiles stable despite rising costs.

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.