Name: Latest research reports of Cholamandalam Investment & Finance Company Ltd. authored by Sharekhan and published by - Trendlyne research reports.
Item: Cholamandalam Investment & Finance Company Ltd.
Rating: 5
Author: Sharekhan

Summary	Date	Stock	Author	LTP	Target	Price at reco (Change since reco%)	Upside(%)	Type	Report	Discuss
	16 Jul 2025	Cholamandalam	Consensus Share Price Target	1566.20	1628.12	-	3.95	buy	pdf Detailed Estimates
	30 Jun 2025	Cholamandalam	Sharekhan Target	1566.20	1900.00	1628.00 (-3.80%)	21.31	Buy	pdf post cache	Broker Report Factoring in largely steady outlook Sharekhan CIFC is expected to benefit from declining interest rates as the RBI has reduced repo rate by 100 bps over the last couple of quarters. The management expects a reduction of ~20–25 bps in cost of borrowings, hence improvement in NIM by ~10–15 bps in the current fiscal and some benefits would accrue in FY27. pdf Copy Link Share on Share on Share on Share on Alert
	29 Apr 2025	Cholamandalam	Motilal Oswal Target	1566.20	1770.00	1484.50 (5.50%)	13.01	Buy	pdf post cache	Broker Report Earnings in line; higher credit costs offset by lower opex Motilal Oswal Cholamandalam Inv. & Finance’s (CIFC) 4QFY25 PAT grew ~20% YoY to INR12.7b (in line). FY25 PAT grew ~24% YoY to INR42.6b. 4Q NII grew ~30% YoY to ~INR30.6b (in line). Other income grew ~26% YoY to ~INR7b (~9% beat), primarily driven by an upfront assignment income of ~INR940m. pdf Copy Link Share on Share on Share on Share on Alert
	29 Apr 2025	Cholamandalam	Axis Direct Target	1566.20	1780.00	1484.50 (5.50%)	13.65	Buy	pdf post cache	Broker Report Result Update:Cholaman.Inv.&Fn Axis Direct We maintain our BUY recommendation on the stock. pdf Copy Link Share on Share on Share on Share on Alert
	28 Apr 2025	Cholamandalam	ICICI Securities Limited Target	1566.20	1500.00	1525.80 (2.65%)	Target met	Hold	pdf post cache	Broker Report See higher profitability in FY26 driven by credit cost moderation and NIM expansion ICICI Securities Limited Cholamandalam Finance’s (Chola) Q4FY25 performance was broadly in line with highest quarterly PBT-ROTA at 3.6% driven by 30bps QoQ NIM expansion, 10bps QoQ each credit cost and operating expense moderation. pdf Copy Link Share on Share on Share on Share on Alert
	28 Apr 2025	Cholamandalam	IDBI Capital Reco Target	1566.20	1630.00	1525.80 (2.65%)	Target met	Hold	pdf post cache	Broker Report Cholamandalam Investment and Finance Company: Q4FY25 Result Review IDBI Capital pdf Copy Link Share on Share on Share on Share on Alert
	01 Feb 2025	Cholamandalam	Motilal Oswal Target	1566.20	1475.00	1265.50 (23.76%)	Target met	Buy	pdf post cache	Broker Report Weak macro plays spoilsport; credit cost guidance raised Motilal Oswal Cholamandalam Inv. & Finance (CIFC)’s 3QFY25 PAT grew ~24% YoY to INR10.9b (in line). NII grew ~33% YoY to ~INR28.9b (in line). pdf Copy Link Share on Share on Share on Share on Alert
	01 Feb 2025	Cholamandalam	Axis Direct Target	1566.20	1650.00	1265.50 (23.76%)	Target met	Buy	pdf post cache	Broker Report Result Update:Cholaman.Inv.&Fn Axis Direct We maintain our BUY recommendation on the stock. pdf Copy Link Share on Share on Share on Share on Alert
	04 Nov 2024	Cholamandalam	Sharekhan Target	1566.20	1600.00	1251.25 (25.17%)	Target met	Buy	pdf post cache	Broker Report Good Q2, except for higher credit cost Sharekhan CIFC reported net earnings of Rs. 963 crore, 3.5% (up 26.3%/2.2%, y-o-y/q-o-q) below estimates due to higher credit cost. Core PBT grew by 27.5% y-o-y/3.5% q-o-q, driven by AUM/NII growth. NIM, at 6.59% up 10 bps y-o-y, was in line with estimates. pdf Copy Link Share on Share on Share on Share on Alert
	29 Oct 2024	Cholamandalam	Edelweiss Target	1566.20	1530.00	1292.40 (21.19%)	Target met	Buy	pdf post cache	Broker Report Cholamandalam Investment and Finance Co \| Q2FY25 Result Update Edelweiss Steady growth but operating metrics softens pdf Copy Link Share on Share on Share on Share on Alert
	29 Oct 2024	Cholamandalam	IDBI Capital Target	1566.20	1560.00	1292.40 (21.19%)	Target met	Buy	pdf post cache	Broker Report Cholamandalam Investment and Finance Company: Q2FY25 Result Review IDBI Capital pdf Copy Link Share on Share on Share on Share on Alert
	28 Oct 2024	Cholamandalam	Anand Rathi Target	1566.20	1601.00	1280.35 (22.33%)	Target met	Buy	pdf post cache	Broker Report Best-in-class growth, likely to continue; maintaining a Buy Anand Rathi Driven by robust, 32% y/y, NII growth, Cholamandalam Investment &Finance’s Q2 net profit rose 25% y/y to Rs9.6bn. pdf Copy Link Share on Share on Share on Share on Alert
	17 Sep 2024	Cholamandalam	Sharekhan Target	1566.20	1850.00	1573.95 (-0.49%)	18.12	Buy	pdf post cache	Broker Report Outperformance to continue Sharekhan We maintain buy on Cholamandalam with a revised PT of Rs. 1,850 (valuing at 5.0x/4.0x of FY26E/ FY27E BV estimates). We believe strong growth outlook and superior profitability would support premium valuation. pdf Copy Link Share on Share on Share on Share on Alert
	29 Jul 2024	Cholamandalam	Motilal Oswal Target	1566.20	1675.00	1433.40 (9.26%)	Target met	Buy	pdf post cache	Broker Report Operating beat but PAT in line due to high credit costs Motilal Oswal CIFC’s 1QFY25 PAT grew ~30% YoY to INR9.4b (in line). NII grew ~40% YoY to ~INR25.7b (in line). Other income grew ~62% YoY to~INR4.6b (6% beat). pdf Copy Link Share on Share on Share on Share on Alert
	29 Jul 2024	Cholamandalam	Edelweiss Target	1566.20	1650.00	1433.40 (9.26%)	Target met	Buy	pdf post cache	Broker Report Cholamandalam Investment and Finance Co \| Q1FY25 Result Update Edelweiss Steady AUM growth; PAT miss on higher credit cost pdf Copy Link Share on Share on Share on Share on Alert
	29 Jul 2024	Cholamandalam	IDBI Capital Target	1566.20	1362.00	1433.40 (9.26%)	Target met	Buy	pdf post cache	Broker Report Cholamandalam Investment and Finance Company: Q1FY25 Result Review IDBI Capital pdf Copy Link Share on Share on Share on Share on Alert
	03 May 2024	Cholamandalam	Axis Direct Target	1566.20	1480.00	1309.70 (19.58%)	Target met	Buy	pdf post cache	Broker Report Result Update:Cholaman.Inv.&Fn Axis Direct Recommendation: We continue to maintain our BUY recommendation on the stock pdf Copy Link Share on Share on Share on Share on Alert
	02 May 2024	Cholamandalam	Anand Rathi	1566.20	1525.00	1301.60 (20.33%)	Target met	Buy	pdf post cache	Broker Report New businesses to drive re-rating; maintaining a Buy Anand Rathi Driven by the strong, 42% y/y, NII growth, Cholamandalam Investment and Finance’s Q4 net profit rose 25% y/y to Rs10.6bn. pdf Copy Link Share on Share on Share on Share on Alert
	02 May 2024	Cholamandalam	Sharekhan Target	1566.20	1500.00	1301.60 (20.33%)	Target met	Buy	pdf post cache	Broker Report Strong Q4, outlook remains bright Sharekhan Cholamandalam Investment and Finance Company (CIFC) reported a strong overall performance in Q4FY2024, except for the elevated opex ratio. Core PBT grew 20% y-o-y/20% q-o-q, led by lower credit cost and higher NII/fee income offsetting the higher opex pdf Copy Link Share on Share on Share on Share on Alert
	02 May 2024	Cholamandalam	IDBI Capital Target	1566.20	1480.00	1301.60 (20.33%)	Target met	Buy	pdf post cache	Broker Report Cholamandalam Investment: Q4FY24 Result Review IDBI Capital pdf Copy Link Share on Share on Share on Share on Alert
	30 Jan 2024	Cholamandalam	Motilal Oswal Target	1566.20	1470.00	1214.05 (29.01%)	Target met	Buy	pdf post cache	Broker Report AUM growth robust; No NIM expansion because of rise in CoB Motilal Oswal pdf Copy Link Share on Share on Share on Share on Alert
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34.09% Gain from 52W Low

Cholamandalam Investment & Finance Company Ltd. share price target

Cholamandalam Investment & Finance Company Ltd. has an average share price target of 1673. The consensus estimate represents an upside of 6.82% from the last price of 1566.20. View 15 reports from 7 analysts offering long-term price targets for Cholamandalam Investment & Finance Company Ltd..

Factoring in largely steady outlook

Earnings in line; higher credit costs offset by lower opex

Result Update:Cholaman.Inv.&Fn

See higher profitability in FY26 driven by credit cost moderation and NIM expansion

Cholamandalam Investment and Finance Company: Q4FY25 Result Review

Weak macro plays spoilsport; credit cost guidance raised

Result Update:Cholaman.Inv.&Fn

Good Q2, except for higher credit cost

Cholamandalam Investment and Finance Co | Q2FY25 Result Update

Cholamandalam Investment and Finance Company: Q2FY25 Result Review

Best-in-class growth, likely to continue; maintaining a Buy

Outperformance to continue

Operating beat but PAT in line due to high credit costs

Cholamandalam Investment and Finance Co | Q1FY25 Result Update

Cholamandalam Investment and Finance Company: Q1FY25 Result Review

Result Update:Cholaman.Inv.&Fn

New businesses to drive re-rating; maintaining a Buy

Strong Q4, outlook remains bright

Cholamandalam Investment: Q4FY24 Result Review

AUM growth robust; No NIM expansion because of rise in CoB

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