614.2000 -16.65 (-2.64%)
NSE Aug 01, 2025 15:31 PM
Volume: 3.5M
 

614.20
-2.64%
Prabhudas Lilladhar
Q1FY26 AUM grew 16.6% YoY to Rs 2,722.5 bn, led by strong growth in the PV, 2W, MSME and Farm Equipment portfolio. NII saw a lukewarm growth of 10% YoY impacted by negative carry from excess liquidity; however CoF has started to reduce and we expect NIM to improve in FY26. While credit cost was controlled (at 2.1%), Stage 2 increased by 40 bps QoQ. We remain conservative and build a higher credit cost of 2.1% for FY26E (vs. guidance of <2%). We marginally tweak our FY26/ FY27 estimates and expect SHFL to deliver RoA/ RoE of 3.3%/ 17.0% in FY27E, led by steady growth in AUM, favourable margin...
Number of FII/FPI investors increased from 1263 to 1289 in Jun 2025 qtr.
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