CHOLAFIN · NSE

Cholamandalam Investment and Finance Company Limited

₹1,800

+2.01% (+₹35.5)

Prev. close

₹1,764.5

Volume

15,09,978

Delivery %

66.3%

As of

18 Sept 2026

Price history

Bullish

HSBC Analysis · HSBC · 06 Aug 2026

HSBC assigns a target price of ₹2,140 for Cholamandalam Investment, implying a 14% upside. The brokerage favors this stock among NBFCs, preferring large, diversified lenders over lower-rated monoline players, especially those with high rural exposure.

Tracked vs “lower-rated monoline players” — comparator series unavailable

Target ₹2,140PENDINGCall pageClear
₹1,800-₹82 (-4.36%) · CALL
06 Aug 202618 Sept 2026
₹1,764.5Target ₹2,140Entry ₹1,88206 Aug18 Aug28 Aug08 Sept18 SeptCall published 09:00
HSBC Analysis's call · 06 Aug 2026

Analyst sentiment

Analysts lean bullish

3 analyst stances · last 90 days · one per analyst

Trackable

1 · 1 bull / 0 neutral / 0 bear

Long-Horizon

none in window

Commentary

2 · 2 bull / 0 neutral / 0 bear

Trackable = verdict-bearing calls · Long-Horizon = 1yr+ horizon, verdict pending · Commentary = context, not graded

Bullish 100% (3)Neutral 0% (0)Bearish 0% (0)
Explore by date range →

Analyst opinions

CallAnalystInstrumentVerdictActions
HSBC assigns a target price of ₹2,140 for Cholamandalam Investment, implying a 14% upside. The brokerage favors this sto…HSBC AnalysisHSBCCholamandalam InvestmentPENDING
HSBC assigns a target price of ₹2,140 for Cholamandalam Investment, implying a 14% upside. The brokerage favors this stock among NBFCs, preferring large, diversified lenders over lower-rated monoline players, especially those with high rural exposure.
Relative pickTarget ₹2,140Track opinion →

This call hasn't reached its evaluation window yet — the verdict will appear here once it's graded.

Market commentary · 2 · levels, conditionals, previews, macro & hedged views — context, not graded
CallAnalystInstrumentVerdictActions

Fundamentals

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 from their customers in-store, at-home deliveries, online and on-the-go using mPOS, and POS solutions. The company was incorporated in 1978 and is based in Chennai, India.

Details

Sector

Financial Services

Industry

Credit Services

CEO

Mr. Murugappan Vellayan Subbiah

Headquarters

Chennai

Employees

51,320

Key stats

Market cap

₹1.51 L Cr

P/E ratio (TTM)

26.1

Dividend yield

0.11%

EPS (TTM)

₹67.62

Beta (1Y · daily vs NIFTY 50)

1.66

Beta (5Y · monthly vs NIFTY 50)

1.39

Shares float

43.31 Cr

EPS · quarter ended Jun 2026

₹19.33

Upcoming earnings

05 Nov 2026

Financial Performance

01 · Financials

0 Cr10000 Cr20000 Cr30000 Cr-40%-20%0%20%40%FY21FY22FY23FY24FY25FY26
RevenueNet incomeEBITDARevenue growth YoY

Revenue for Mar 2021–Mar 2022 is as filed with ANNUAL-REPORT (consolidated), and the first plotted growth figure is computed against Mar 2020 revenue as filed with ANNUAL-REPORT; the two sources' revenue definitions differ by 0.0% on Mar 2021. FY21 growth needs FY20 filings, which the data source doesn't provide.

02 · Earnings Per Share (EPS)

0255075FY21FY22FY23FY24FY25FY26

03 · Dividend Profile

0112-50%0%50%100%04 Mar 2009 Feb 2122 Jul 2110 Feb 2221 Jul 2210 Feb 2325 Jul 2307 Feb 2419 Jul 2407 Feb 2524 Jul 2505 Feb 2621 Jul 26
Dividend (₹/share)Annualised yieldAnnual dividend growth (FY)

Growth compares completed fiscal-year dividend totals on the company's own calendar: April–March (Indian FY), taken from its reported period-ends. Payout ledger: NSE corporate actions.

04 · Operating Efficiency (Growth Rates)

Balance-sheet-based · pre-FY23 not filed in verifiable form

-200%0%200%400%FY21FY22FY23FY24FY25FY26
SalesFixed assetsReceivables (trade + unbilled)

05 · Capital Structure & Asset Utilization

Pre-FY23 not filed in verifiable form

0 L Cr1 L Cr2 L Cr3 L Cr2.5×7.5×FY21FY22FY23FY24FY25FY26
Total assetsTotal debtDebt / equityAsset turnover

Asset turnover needs a prior year of assets — omitted for the earliest available year.

06 · Asset Base Composition

Pre-FY23 not filed in verifiable form

0 Cr25000 Cr50000 Cr75000 CrFY21FY22FY23FY24FY25FY26
Fixed assetsCurrent assetsOther assets

07 · Debt Level & Coverage

Pre-FY23 not filed in verifiable form

-2 L Cr0 L Cr2 L Cr4 L CrFY21FY22FY23FY24FY25FY26
DebtFree cash flowCash & equivalents

08 · Profit & Loss

Annual

Line itemFY21FY22FY23FY24FY25FY26
₹9,579.40 Cr₹10,140.75 Cr₹7,145.25 Cr₹9,938.87 Cr₹13,411.07 Cr₹16,752.35 Cr
EBITDA₹6,725.74 Cr₹7,305.89 Cr₹9,483.71 Cr₹14,034.12 Cr₹18,480.81 Cr₹21,641.06 Cr
₹1,521.00 Cr₹2,153.51 Cr₹2,664.85 Cr₹3,420.06 Cr₹4,262.70 Cr₹5,232.61 Cr
Diluted EPS₹18.52₹26.19₹32.38₹41.06₹50.6₹61.83

09 · Balance Sheet

Annual

Line itemFY21FY22FY23FY24FY25FY26
₹74,644.16 Cr₹82,478.68 Cr₹1.14 L Cr₹1.57 L Cr₹2.02 L Cr₹2.45 L Cr
₹59,539.93 Cr₹52,004.52 Cr₹73,186.19 Cr₹1.35 L Cr₹1.76 L Cr₹2.12 L Cr
Stockholders' equity₹9,599.80 Cr₹11,769.00 Cr₹14,346.10 Cr₹19,593.00 Cr₹23,668.00 Cr₹30,458.00 Cr

Current assets, Inventory, Receivables (trade + unbilled), Trade receivables, Unbilled receivables (contract assets), Non-current assets, Others, Long-term debt, Current (short-term) debt have filed figures for only some of the years shown — no further verified source covers the rest, so those years are left blank rather than estimated.

Annual only — the data source doesn’t publish quarterly balance-sheet detail for most NSE-listed companies.

10 · Cash Flow Statement

Annual

Line itemFY21FY22FY23FY24FY25FY26
₹-8,841.95 Cr₹-5,571.33 Cr₹-27,105.00 Cr₹-35,683.00 Cr₹-32,413.00 Cr₹-30,021.00 Cr
Investing cash flow₹-1,572.28 Cr₹1,639.54 Cr₹-2,148.41 Cr₹-2,854.59 Cr₹-2,948.12 Cr₹-2,554.01 Cr
₹8,515.87 Cr₹5,150.27 Cr₹27,466.00 Cr₹38,471.00 Cr₹39,795.00 Cr₹35,610.00 Cr
Capital expenditure₹-33.58 Cr₹-72.88 Cr₹-189.45 Cr₹-1,076.24 Cr₹-199.53 Cr₹-265.11 Cr
End cash position₹1,480.36 Cr₹2,698.84 Cr₹911.85 Cr₹845.64 Cr₹5,279.65 Cr₹8,314.85 Cr

Annual only — the data source has no quarterly cash-flow-statement coverage.

11 · Shareholding Pattern

NSE, quarterly

Line itemSep 21Dec 21Mar 22(2Q)Jun 22Sep 22Dec 22Mar 23Jun 23Sep 23Dec 23Mar 24Jun 24Sep 24Dec 24Mar 25Jun 25Sep 25Dec 25Mar 26Jun 26
Promoter51.57%51.55%51.52%51.50%51.49%51.47%51.46%51.43%50.37%50.35%50.33%50.24%49.93%49.92%49.90%49.88%49.72%49.25%49.22%
Public48.43%48.45%48.48%48.50%48.51%48.53%48.54%48.57%49.63%49.65%49.67%49.76%50.07%50.08%50.10%50.12%50.28%50.75%50.78%
Employee trusts0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Source: NSE quarterly shareholding-pattern filings, collapsed to periods where the reported percentages held steady — a column spanning several quarters means no change was filed across them. No FII/DII sub-split available from this source — Public includes all non-promoter, non-employee-trust holders.

12 · Peer Comparison

Financial Services

Company
HDFC Bank Limited₹11.27 L Cr₹73116.21.388.6%0.81+4.7%-25.2%
ICICI Bank Limited₹9.75 L Cr₹1,347.617.62.6914.9%0.57+9.1%-5.0%
State Bank of India₹9.16 L Cr₹996.210.61.5414.0%1.22+9.2%+16.6%
Bajaj Finance Limited₹6.31 L Cr₹1,040.331.15.5416.7%3.10+19.7%+4.4%
Life Insurance Corporation Of India₹5.06 L Cr₹407.78.42.8732.5%+8.7%-54.2%
Kotak Mahindra Bank Limited₹4.08 L Cr₹41520.52.2510.6%0.53-0.3%-79.5%
Axis Bank Limited₹3.86 L Cr₹1,24014.01.8012.3%1.30+4.0%+10.1%
Bajaj Finserv Limited₹2.98 L Cr₹1,852.529.43.8212.6%4.64+13.6%-10.5%
Shriram Finance Limited₹2.34 L Cr₹1,01017.63.5515.2%2.76+13.9%+61.1%
SBI Life Insurance Company Limited₹1.77 L Cr₹1,73168.09.2912.9%-4.3%-5.0%
ICICI Prudential Asset Management Company Limited₹1.53 L Cr₹3,09843.836.5779.1%+23.1%
Cholamandalam Investment and Finance Company Limited₹1.51 L Cr₹1,764.526.54.9517.2%6.95+24.9%+12.1%

Ranked by market cap within Financial Services, same metrics as the Fundamentals screener. Click a column to sort.

Documents

Annual reports

Show all 30

Official documents linked from their sources — offer documents as filed with SEBI (sebi.gov.in), annual reports and earnings-call transcripts as published on BSE (bseindia.com) and NSE (nseindia.com). Links open the source's own hosting; nothing is re-hosted here.

Index membership

44 indices

NSE weights are a free-float market-cap-share estimate, not NSE’s own published (and sometimes capped) index weight. BSE weights are BSE’s own published index weight, not an estimate. Indices without weight data are listed without one, in alphabetical order after the weighted ones.

CHOLAFIN

Cholamandalam Investment: Denies Material Information Behind Trading Volume Surge

Cholamandalam Investment and Finance Company Limited stated it has no undisclosed information to explain a recent surge in its equity shares' trading volume. The company attributed the increased activity to market-driven factors. It affirmed compliance with all disclosure regulations.

CHOLAFIN

CHOLAFIN Share Price rises 2.09%: price, valuation view

Univest · 16 days ago