Cholamandalam Investment and Finance Company Limited share price

NSE: CHOLAFIN · ISIN INE121A01024

Key numbers

Market cap
₹ 1,42,006 Cr
Current price
₹ 1,662.70
52-week high / low
₹ 1,953 / 1,299
Stock P/E
24.6
Book value
₹ 357.5
Dividend yield
0.12%
ROCE
9.7%
ROE
19.3%
Debt to equity
6.95
Sales growth (3 yrs)
32.8%
Profit growth (3 yrs)
25.2%
1-year return
2.0%

About Cholamandalam Investment and Finance Company Limited

Cholamandalam Investment and Finance Company Limited, operates as a non-banking finance company in India. The company operates through Vehicle Finance, Loan Against Property, Home Loans, and Other Loans segments. It offers loans for commercial vehicles, passenger vehicle, two- and three- wheelers, and tractors and farm equipment, as well as construction equipment. The company also provides secured loans against property, and home and SME loans, as well as consumer and small enterprise loans, including personal loans, professional loans, and business loans to salaried, self-employed professionals, and proprietorship, partnership, and private limited companies. In addition, it offers gold loans, consumer durable loans, corporate insurance agencies, stockbroking and depository participants, offline payment aggregator, home extension, balance transfer of existing loans, supply chain finance, and secured term loans. Further, the company provides dealer platform services under the Gaadi Bazaar brand, which integrates vehicle trading, auctions, and trade advances. Additionally, it operates Payswiff, an omnichannel payment transaction solution that lets business owners accept payments…

Quarterly results

Consolidated figures in ₹ crores

Mar 2025Jun 2025Dec 2025Mar 2026Jun 2026
Sales3,7723,8854,3634,8114,949
Operating profit5,1275,0685,4555,9686,306
Net profit1,2601,1381,2901,6451,656
EPS (₹)14.9813.5315.2919.3319.33

Concall summary (2026-08-04)

AI summary of the earnings call transcript · tone: Positive · source document

Guidance & outlook

  • Continued improvement in margins and asset quality dr ove stronger profitability with ROA increasing to 3.7% in Q1 FY27 from 3.1% a year earlier, while ROE stood at 21.2%, reflecting the company's disciplined growth strategy and efficient capital deployment.
  • Of the INR2,000 crores CCD Cholamandalam Investment and Finance Company Limited July 28, 2026 issuance, INR1,370 crores were converted into equity during FY26, followed by a further INR200 crores conversion in July 2026.

Growth & demand

  • Chola continued its strong growth trajectory in Q1, reporting aggregate disbursements of INR29,612 crores, up 22% year-on-year, reflecting healthy performance across all major businesses.
  • As a result, our AUM expanded 23% year-on-year to INR2,54,392 crores, underscoring the strength of customer demand and effectiveness of distributing and operating model.

Margins & costs

  • NIMs improved by 42 bps year -on-year in Q1, supported by lower funding costs.
  • Credit costs declined by 24 bps year-on-year, aided by healthy collections and continued stability in portfolio performance.

Capex & expansion

  • The segment benefited from sustained customer acquisition and continued expansion in underpenetrated markets.
  • Consumer segment delivered strong growth during the quarter with disbursements increasing 52% year -on-year, reflecting sustained traction across all product categories and continued customer acquisition momentum.

Balance sheet & cash

  • Was exactly coming around at INR2,20,000 crores borrowing.
  • The bank loan is around 25% to 30% of bank loan, which bank loan by itself is around 50% of the overall borrowing.

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