S

Shriram Finance Limited

SHRIRAMFINNSE
Market snapshot · 2026-08-11 14:41 UTC

1,129.90

₹-7.90 (-0.69%)

MARKET CAP

₹2.66L Cr

STOCK P/E

19.9x

52W HIGH

₹1,153.70

52W LOW

₹566.50

BOOK VALUE

₹350.34

EPS

₹56.66

ROE

18.50%

SECTOR

Financials

GROSS NPA

4.58%

VOLUME

37.89L

P/B RATIO

3.23x

NET NPA

2.33%

Sector

Financials

Themes

Consumer FinanceGovernment of Singapore Portfolio
D
Dividend
E
Earnings
₹1,115.00₹979.62₹844.25₹708.87₹573.49VolumeEDEEDEAug '25Sep '25Nov '25Jan '26Mar '26Apr '26Jun '26Aug '26

AI Summary

✦ Clartha

Forecast

Analyst targets, estimate history, and probabilistic forward ranges for SHRIRAMFIN.

32.00 analysts

Price Forecast

Current
₹1,130
High Target
₹1,260
▲ +11.5%
Median Target
₹1,210
▲ +7.1%
Low Target
₹1,050
▼ -7.1%
Now₹1,130High ₹1,260Median ₹1,210Low ₹1,050Aug '25Now12M Target
Price history (1Y)
Analyst target range
32 analysts

Probabilistic Range

Probabilistic lognormal cone using 1Y realized volatility and analyst-target drift when available.

Time horizonRange ()Probability
3M₹945.25 - ₹1,48580%
6M₹902.55 - ₹1,70980%
12M₹869.16 - ₹2,14480%
Realized vol: +35.2% · Drift: +25.1%

Revenue Forecast

₹ Cr
Apr '26Current₹12,528.0
Mar '16: ₹2,930.0 · Apr '26: ₹12,528.0
Mar '16Apr '262,930.012,528.0
PastCurrent

EPS Forecast

₹ / share
Mar '16Current₹6.34
Mar '16: ₹6.34
Mar '166.34
PastCurrent
EPS forecast unavailable from FMP/yfinance.
Market Intelligence

Multi-factor synthesis of 5 key dimensions

Overall Outlook
Neutral
67%
Analyst Consensus
Positive

From 32 analysts

Mean upside+5.9%

Fundamentals

Strong

Fundamentals institutional score is 92 using EVA spread proxy 6.5%; growth durability 100.0.

Valuation

Premium valuation

Valuation institutional score is 27 using relative multiple z-scores where peer dispersion is available.

Analyst Consensus

Neutral

Analyst View institutional score is 68 using mean target upside 5.9%; dispersion penalty 7.0; recommendation breadth from available consensus.

Technical Structure

Mixed Momentum

Technicals institutional score is 62 using EMA-20 continuation within 5% tolerance; VCP range/volume contraction proxy.

Market Sentiment

Positive catalysts emerging

Recent news flow is skewing constructive on impact and recency. Based on 4 recent ticker-linked news items.

Signal Summary

Market intelligence remains Neutral. fundamentals and analyst consensus provide support, while valuation remain considerations.

Composite weights: Fundamentals 25%, Valuation 20%, Analyst Consensus 20%, Technical Structure 20%, Market Sentiment 15%.

Fundamentals StrongValuation Premium valuationAnalyst Consensus NeutralTechnical Structure Mixed MomentumMarket Sentiment Positive catalysts emerging

Key Data Points

Mean Target Price1,196.3 target
Mean Upside+5.9%
Technical Score62%
Fundamental Score92%
Data CoverageHigh

Important Note: This is market intelligence, not investment advice. Always conduct your own research and consider your financial goals and risk tolerance.

Valuation Metrics

Trading 85.7% above historical median. Valuation is rising — currently in the strongly overvalued zone (z-score: +2.24). Confidence: 67%.

Live forward EPS implies next-12-month EPS of ₹71.77. Applying the stock's normalized valuation corridor produces a fair range of ₹610.04 to ₹1,026.31, with base value near ₹770.81 (-31.8% vs current price).

Forward Valuation Outlook

Live forward estimate anchored to the company's historical valuation corridor.

Above normalized range

Forward EPS

₹71.77

Forward P/E

15.7x

Base Fair Value

₹770.81

Fair Range

₹610.04 - ₹1,026.31

Upside To Base

-31.8%

Estimate Source

Live forward EPS

Growth Estimate

+29.5%

P/B
Undervalued

5Y Average

3.34

Current

3.23

Overvalued

3.84

Undervalued

2.84

P/E
Strongly Overvalued

5Y Average

8.91

Current

19.94

Overvalued

14.30

Undervalued

8.50

P/S
Strongly Overvalued

5Y Average

5.25

Current

11.75

Overvalued

6.50

Undervalued

2.62

Peers & Comparison

Sector: Financials · Theme: Consumer Finance

Consumer Finance Peers8 peers
Avg P/E: 30.2x
CompanyRev. GrowthMarginP/Evs Avg52W Perf.
TATA CAPITAL LIMITED
TATACAPConsumer Finance
+40.3%39.7%
28.8x
Fair
-5% vs avg
+11.3%
L&T FINANCE LIMITED
LTFConsumer Finance
+29.3%33.1%
24.9x
Undervalued
-18% vs avg
+58.2%
JIO FIN SERVICES LTD
JIOFINConsumer Finance
+208.2%55.0%
79.5x
Premium
+163% vs avg
-22.3%
MUTHOOT FINANCE LIMITED
MUTHOOTFINConsumer Finance
+35.3%55.5%
10.3x
Undervalued
-66% vs avg
+14.7%
HDB FINANCIAL SERVICES L
HDBFSConsumer Finance
+21.0%29.8%
20.4x
Undervalued
-32% vs avg
-10.4%
CHOLAMANDALAM IN & FIN CO
CHOLAFINConsumer Finance
+34.6%40.5%
28.3x
Fair
-6% vs avg
+32.3%
BAJAJ FINANCE LIMITED
BAJFINANCEConsumer Finance
+26.1%43.5%
33.6x
Fair
+11% vs avg
+29.2%
HDFC BANK LTD
HDFCBANKPrivate Banks
+16.6%26.8%
15.9x
Undervalued
-47% vs avg
-25.8%
WHY THESE PEERS

SHRIRAM FINANCE LIMITED trades at a discount (19.9x vs peer avg 30.2x), suggesting potential undervaluation relative to the Consumer Finance cohort. Peers include TATA CAPITAL LIMITED, L&T FINANCE LIMITED, JIO FIN SERVICES LTD — selected based on business model, industry classification, market cap similarity, and business theme alignment.

Financials

Real statement data for revenue, earnings quality, conversion, and balance-sheet coverage. Monetary values are shown in Rs crore.

Latest revenue

₹12.53K CrApr 2026

Latest net profit

₹3.01K CrApr 2026

Net Profit

₹3.01K CrProfit conversion

Performance

Bars show revenue and net profit. The line shows net margin.

Rs crore + margin %
Q4 '160.00 Cr3.50K Cr7.00K Cr10.50K Cr14.00K Cr
  • Revenue
  • Net income
  • Net margin %

Revenue to profit conversion

Bridge from operating numbers to profit for the latest reported period.

Rs crore
Total incomeInterestOperatingexpensesEBITDAProvisionsProfitbefore taxTax &minorityNet Profit0.00 Cr3.50K Cr7.00K Cr10.50K Cr14.00K Cr

Latest reported period: Apr 2026

Results

MetricMar 2016Apr 2026
Sales2,93012,528
Interest Earned2,92912,509
Other Income0.7519.19
Interest1,4425,336
Operating Expenses4021,867
EBITDA1,0865,325
Provisions8691,410
Profit before tax2173,915
Tax %33.74%23.03%
Net Profit1443,014
Gross NPA %4.58%
Net NPA %2.33%
Loans and Advances63,770282,452
Borrowings33,600250,690
EPS in Rs6.34

All values in Rs. Crore unless otherwise stated. Source: CMIE Prowess, Quarterly Interim Standalone.

Shareholding Pattern

HolderMar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Promoters25.40%25.39%25.39%25.38%20.30%
FII53.55%52.58%49.58%47.19%36.10%
DII15.37%16.35%18.68%21.31%38.66%
Public4.48%4.47%5.10%4.79%3.93%
Others1.20%1.21%1.25%1.33%1.01%
Mar 2026
Promoters
FII
DII
Public
Others

Events Timeline

Concall Transcript - FY2027

Jul 27, 2026PDFKnowledge Base Open

Concall Transcript - FY2027

Jul 24, 2026PDFKnowledge Base Open

Concall Transcript - FY2027

Jul 21, 2026PDFKnowledge Base Open

Concall Transcript - FY2027

Jul 15, 2026PDFKnowledge Base Open

Concall Transcript - FY2027

Jun 19, 2026PDFKnowledge Base Open