Annual report data is as of March 31 2015 while corporate presentation data is as of 30 Sep 2015 .
IMHO and as mentioned by some of the Boarders earlier, there is talk of carving a distinct identity apart from HDIL but sadly on execution front it is lacking. Also when a profitable and expandable Mortgage financing business is there which has lot of room to grow, then what is the need to go in to areas like asset management and insurance.
Probably the management wants to be a one window shop for financial services, but I was attracted to the company for its housing finance business and if I wanted complete financial services play, then there were few like HDFC, Bajaj etc to choose from.
The company should have kept its focus on Housing Finance business instead of wasting limited management bandwidth on other areas like insurance, mutual fund etc.
Can Fin homes has seen a good growth and the stock price has appreciated accordingly. I have been guilty of ignoring it and went for the lowest valued stock. On the other hand of the spectrum is the richly valued Gruh Finance which has not given any returns if you consider a year's time.
Again, IMHO would like to state that the best bargains in this sector are between the two ends of the spectrum where something like a GIC housing or Repco could do well going forward. One would well to keep these stocks along with Can fin on watchlist and monitor fundamentals in case there is a correction.
Disclosure: Holding DHFL from low levels since more than 2+ years so views may be biased. Do your own research before buying or selling. This is not a stock recommendation.