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Earnings Call

Shriram Finance Earnings Call: Key Takeaways

Shriram Finance reported strong Q4 FY26 results with PAT growing 40.86% YoY to ₹3,013.57 cr. Management emphasized steady growth despite macroeconomic volatility and a major equity infusion from MUFG Bank.

Why this was an Alfa AlertNot a filter event. Performance was strong but aligned with previous growth trajectories and general management targets.
Highlights
Revenue growthNII grew 15.58% YoY in Q4 FY26.
MarginsNIM at 8.61% in Q4; budgeted 8.5% for next year.
Demand visibilityStrong demand for used vehicles; improving demand for new vehicles.
Management confidenceHigh; projecting 18% AUM growth for FY27.

Growth

Disbursements grew 14.91% YoY to ₹50,952.30 cr; AUM increased 14.85% YoY to ₹3,02,273.75 cr; NII up 15.58%.

Outlook

Budgeted AUM growth of 18% for FY27; NIM targeted at 8.5%; expansion into high-ticket and new vehicle loans.

Risks

Potential monsoon shortfall, elevated agro-input costs, and geopolitical tensions influencing fuel prices and inflation.

Source

Earnings Call filed with BSE, NSE: SHRIRAMFIN. Summary written with AI assistance from the document.

Read the document ↗

Shriram Finance Ltd: key numbers

Share price
₹994.10
Market cap
₹2,33,916 Cr
Revenue (annual)
₹48,133 Cr
Net profit (annual)
₹10,024 Cr
P/E (TTM)
20.7×Sector 22.0×
Promoter holding
20.30%-5.08% QoQ
FII holding
54.75%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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18:44 IST BSE
Legal & Regulatory

Shriram Finance Legal & Regulatory

Shriram Finance received GST demand orders for FY 2020-23, imposing penalties totaling ₹5.59 Crore. The company is currently awaiting professional tax advice regarding these liabilities.

Value
₹5.59 Cr
17:26 IST BSE
Legal & Regulatory

Shriram Finance Legal & Regulatory

Shriram Finance received GST demand orders totaling ₹11.18 Crore for FY 2020-21 to 2022-23 regarding tax non-payment and ineligible input tax credits.

Value
₹11.18 Cr
15:00 IST BSE
Debt & Borrowing

Shriram Finance Debt & Borrowing: ₹16.35 Cr

Shriram Finance paid Rs.16.35 Crore annual interest on its SCUF NCDXXVIII debentures. The coupon was settled on the due date of 22 September 2026 with no delay.

Value
₹16.35 Cr
12:33 IST NSE
Debt & Borrowing

Shriram Finance Debt & Borrowing: ₹4,416 Cr

Shriram Finance approved a tender offer to repurchase up to USD 460 million of its 2027/2028 Senior Secured Notes. Total consideration converts to ~₹4,416 Crore.

Value
₹4,416 Cr
10:36 IST BSE
Debt & Borrowing

Shriram Finance Debt & Borrowing

Shriram Finance has fixed November 2026 record dates for interest payments on three private-placement NCD tranches. No payment amount is disclosed in this intimation.

19:59 IST BSE
Board Meeting Date

Shriram Finance Board Meeting Date

Shriram Finance will hold a Banking & Finance Committee meeting on September 21, 2026, to consider a proposal for the buyback of its debt securities.