External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

Cholamandalam Investment and Finance / Equity Bottom-Up

Cholamandalam Investment and Finance (CIFC IN)

<ul><li>Credit Costs on an Improving Trajectory: CIFC’s asset quality metrics continue to trend positively, supported by consistent efforts to enhance underwriting accuracy through improved credit filters across product lines.</li><li>This has already shown results in the form of better portfolio quality in key segments such as Vehicle Finance (VF), Consumer Durables (CD) and CSEL, and is expected to further aid credit cost moderation.</li><li>Management has guided for credit costs to improve to 1.5% in FY27 vs pre-overlay credit costs of 1.6% in FY26. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Credit Costs on an Improving Trajectory: CIFC’s asset quality metrics continue to trend positively, supported by consistent efforts to enhance underwriting accuracy through improved credit filters across product lines.This has already shown results in the form of better portfolio quality in key segments such as Vehicle Finance (VF), Consumer Durables (CD) and CSEL, and is expected to further aid credit cost moderation.Management has guided for credit costs to improve to 1.5% in FY27 vs pre-overlay credit costs of 1.6% in FY26. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Axis Punch: Cholamandalam Investment & Finance Company Ltd. - 27th July, 2026

Cholamandalam Investment & Finance Company Ltd. - Strong End to FY26...

<ul><li>VF Asset Quality and Credit Costs Showing Signs of Stabilisation: In Q3, credit cost remained marginally higher in the VF segment; however, the management highlighted multiple indicators pointing to a meaningful moderation going ahead.</li><li>While Stage 3 assets have continued to remain sticky, the Stage 2 pool in the VF book has seen a 30 bps decline QoQ.</li><li>CIFC has been continuously tracking early defaults, which appear on a downward trajectory and the trend is expected to continue in Q4 and beyond.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

VF Asset Quality and Credit Costs Showing Signs of Stabilisation: In Q3, credit cost remained marginally higher in the VF segment; however, the management highlighted multiple indicators pointing to a meaningful moderation going ahead.While Stage 3 assets have continued to remain sticky, the Stage 2 pool in the VF book has seen a 30 bps decline QoQ.CIFC has been continuously tracking early defaults, which appear on a downward trajectory and the trend is expected to continue in Q4 and beyond.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Cholamandalam Investment & Finance Company Ltd. - Growth Momentum Recovery

External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Thematic (Sector/Industry)

<ul><li>Cholamandalam Investment and Finance Company: CIFC’s Q4FY26 earnings were ahead of our estimates, driven by NIM reflation, strong other income, and uptick in disbursements</li><li>Disbursements growth (+25% YoY) was driven by vehicle (+26% YoY) and new businesses (+58% YoY)</li><li>Asset quality improved sequentially, with reducing delinquencies and credit costs (+1.6%) likely to improve further in FY27</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Cholamandalam Investment and Finance Company: CIFC’s Q4FY26 earnings were ahead of our estimates, driven by NIM reflation, strong other income, and uptick in disbursementsDisbursements growth (+25% YoY) was driven by vehicle (+26% YoY) and new businesses (+58% YoY)Asset quality improved sequentially, with reducing delinquencies and credit costs (+1.6%) likely to improve further in FY27Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

HSIE Results Daily: Cholamandalam Investment and Finance Company

HSIE Results Daily: Cholamandalam Investment and Finance Company, Ambuja Cement...

India

Cholamandalam Investment and Finance Company Limited (Chola) is a non-banking financial company and investment service provider. It offers a comprehensive range of financial services including vehicle finance, home loans, loan against property, SME loans, and wealth management. The company is headquartered in Chennai, India, and was founded in 1978.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Cholamandalam Investment and Finance (CIFC IN)

Axis Punch: Cholamandalam Investment & Finance Company Ltd. - 27th July, 2026

CIFC’s asset quality metrics continue to trend positively, supported by consistent efforts to enhance underwriting accuracy through improved credit...

Axis Direct

Cholamandalam Investment & Finance Company Ltd. - Strong End to FY26...

CIFC’s asset quality metrics continue to trend positively, supported by consistent efforts to enhance underwriting accuracy through improved credit...

Axis Direct

Cholamandalam Investment & Finance Company Ltd. - Growth Momentum Recovery

VF Asset Quality and Credit Costs Showing Signs of Stabilisation: In Q3, credit cost remained marginally higher in the VF segment...

Axis Direct

HSIE Results Daily: Cholamandalam Investment and Finance Company

Cholamandalam Investment and Finance Company: CIFC’s Q4FY26 earnings were ahead of our estimates, driven by NIM reflation, strong other income, and...

HDFC Securities

HSIE Results Daily: Cholamandalam Investment and Finance Company, Ambuja Cement...

Cholamandalam Investment and Finance Company: CIFC’s Q4FY26 earnings were ahead of our estimates, driven by NIM reflation, strong other income, and...

HDFC Securities

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)