Sundaram Finance Ltd. share price target and research reports

Latest analyst research reports with target prices and PDF download for SUNDARMFIN, BSE:590071 Sundaram Finance Ltd.

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Sundaram Finance Ltd.

04 Nov 2025

5149.30

-0.10%

Sundaram Finance (SUF IN) Q2FY26 Result Update Disbursements...

Hold: Sundaram Finance Ltd.

Target

Prabhudas Lilladhar

Sundaram Finance Ltd. is trading above all available SMAs

Sundaram Finance Ltd.

05 Aug 2025

5149.30

-0.10%

Sundaram Finance (SUF IN) Q1FY26 Result Update Tepid...

Hold: Sundaram Finance Ltd.

Prabhudas Lilladhar

Q1 has seen soft disbursement growth (+6% YoY) due to low government spending/ general slowdown in economic activity. We build a growth of 15.5% in FY26, anticipating a pick-up in economic activity in H2. Calculated NIM stood largely stable at 5.2%; we expect a similar trend in FY26 supported by a lower CoF. Asset quality trends have deteriorated in the quarter (GS3/NS3 at 1.91%/ 1.08%) due to payment pressures in the MSME segment; however collection activity remains healthy. We marginally tweak our estimates and...

Sundaram Finance Ltd. has an average target of 5265.00 from 2 brokers.

Sundaram Finance Ltd.

05 Aug 2025

5149.30

-0.10%

Sundaram Finance: Q1FY26 Result Review

Buy: Sundaram Finance Ltd.

Recommendation

IDBI Capital

SUF AUM growth remains stable at 17% YoY vs 17% YoY (FY25) led by lower disbursements. Disbursements grew by 6% YoY (up 6% QoQ) during Q1FY26. Asset quality deteriorated however, continues to remain best-in-class; collections stood at 91%. NIMs (calculated) have improved (up 46bps YoY) led by increase in yields which resulted in strong NII growth (up 28% YoY). PPoP grew by 51% YoY led by higher non-interest income (up 65% YoY). PAT grew by 39% YoY led by higher provisions (up 114% YoY). Thus, RoA improved to 2.9% vs 2.85% QoQ. We have largely retained the estimates and upgraded the stock to BUY rating with TP of Rs.5,530...