Geopolitical tensions and LPG supply disruptions
Ongoing geopolitical uncertainties and LPG supply disruptions could pressure informal income segments, though no immediate impact seen.
INDIASHELTERFINANCE / Q4-FY26 / risks
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India Shelter Finance · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Co-lending regulatory uncertainty
Co-lending growth stalled due to regulatory changes; management has no clear timeline for resumption under CLM1.
Competition from banks and NBFCs
Increased competition in affordable housing could pressure yields and growth, though management downplays the risk.