According to ACE Equity data, MCX saw FPI stake rise by 5.43 percentage points to 26.07%. Its shares have also rose 25% in 2026 so far.
Bernstein rated Home First Finance, Aadhar Housing and Aptus Value as 'Outperform', while it called Aavas Financiers Ltd and PNB Housing Finance Ltd as 'Market-Perform'.
Elara Capital has picked as many as 20 stocks from the large-cap, mid-cap and small-cap baskets, suggesting upside potential of up to 150 per cent.
InCred Equities added Home First Finance Company India Ltd and Aavas Financiers to its high-conviction list and suggested targets of Rs 1,450 and Rs 1,850, respectively.
One of the clearest shifts is visible in housing loans. Despite higher interest rates, home loan disbursements grew 12% during the year. Nearly 16% of new home loan borrowers in 2025 were under the age of 30, almost double the share seen just three years ago.
Ventura Securities has initiated coverage on Home First Finance Company as it believes that it is poised for significant expansion in the Indian affordable housing finance sector.
Home First Finance share: The stock rose 5.09 per cent to hit a high of Rs 1264.35 apiece, as the block deal took place at Rs 1,190.50 per share, which was at 0.98 per cent discount over the Friday's closing price.
Home First share: Shares would be offloaded by the Warburg Pincus entity at an indicative price of Rs 1,143-1,202 per share, which suggests up to 4.9% discount to Friday's closing price of Rs 1,202.30 apiece on NSE.
The Employees’ Provident Fund Organisation (EPFO) has eased rules, now allowing fund withdrawals after just three years for home purchases—a significant shift set to boost housing demand and liquidity in the market.
Home First Finance Company India Ltd climbed 5 per cent to Rs 1,432, as Bernstein suggested a target price of Rs 1,650, saying HomeFirst stands out for its demonstrated ability to consistently replicate its operating model
Biocon Ltd, Hitachi Energy India Ltd, Indian Renewable Energy Development Agency Ltd (IREDA), Capri Global Capital Ltd, and UCO Bank are among the biggest fundraisers this year.




