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

4768.00

1.00%

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

Hold: Sundaram Finance Ltd.

Target

Prabhudas Lilladhar

Sundaram Finance Ltd. is trading above its 100 day SMA of 4726.4

Sundaram Finance Ltd.

05 Aug 2025

4768.00

1.00%

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. is trading above its 100 day SMA of 4726.4

Sundaram Finance Ltd.

05 Aug 2025

4768.00

1.00%

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...