Cholamandalam Financial Holdings Limited share price

NSE: CHOLAHLDNG · ISIN INE149A01033

Key numbers

Market cap
₹ 26,300 Cr
Current price
₹ 1,400.60
52-week high / low
₹ 2,064 / 1,305
Stock P/E
9.9
Book value
₹ 823.0
Dividend yield
0.09%
ROCE
3.6%
ROE
17.5%
Debt to equity
13.61
Sales growth (3 yrs)
28.0%
Profit growth (3 yrs)
23.7%
1-year return
-26.8%

About Cholamandalam Financial Holdings Limited

Cholamandalam Financial Holdings Limited, an investment company, provides financial services in India. It operates through Financing, Insurance, and Others segments. The company offers vehicle finance, loans against property, home loans, secured business and personal loans, consumer and small enterprises loans, gold loans, and small and medium enterprise loans, as well as various other financial services to customers; and general insurance services, including motor, property and casualty, health, accident, fire and engineering, crop, marine, and travel insurance, as well as reinsurance. It serves first-time borrowers, new to credit customers, and individuals, as well as corporates, small, micro, medium enterprises. The company was formerly known as TI Financial Holdings Limited and changed its name to Cholamandalam Financial Holdings Limited in March 2019. Cholamandalam Financial Holdings Limited was incorporated in 1949 and is based in Chennai, India.

Quarterly results

Consolidated figures in ₹ crores

Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales9,50010,12810,46110,84111,385
Operating profit1,4071,6101,6612,0702,045
Net profit579550626687806
EPS (₹)30.8129.2833.3236.5942.92

Concall summary (2026-08-20)

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

Guidance & outlook

  • The industry's combined ratio deteriorated to approximately 117.8% in FY2026 from 112.6% in FY2025.
  • Chola MS reported a combined ratio of approximately 115.2% in FY2026 compared to 110% in FY2025.

Growth & demand

  • The general insurance industry recorded a growth of approximately 8.3% in Q1 as compared to 8.9% in the corresponding quarter last year.
  • 1,860 crores, registering growth of 2.6% over Q1 of last year.

Margins & costs

  • The growth continued to be driven by motor and health, while commercial lines, especially fire, remained under pressure due to the intense pricing competition, resulting in a significant industry wide decline on growth.
  • Operating profit for the quarter stood at Rs.71 crore, while profit before tax was Rs.116 crore.

Capex & expansion

  • This growth has been driven by increasing awareness of health protection needs, expansion of distribution channels, and continuous product innovation across the sector.
  • Within our health portfolio, growth remained moderate as we continued to prioritize portfolio quality and profitability over volume -led expansion.

Risks & challenges

  • In the commercial lines segment, supported by robust reinsurance capaci ty secured at the beginning of the fiscal year, we performed relatively better than the market despite intense competition and industry -wide pricing pressures.
  • Against this backdrop, our decline was limited to 15.5%, reflecting a significantly better performance than the industry.

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