Sundaram Finance Holdings Ltd. share price target and research reports

Latest analyst research reports with target prices and PDF download for SUNDARMHLD, Sundaram Finance Holdings Ltd.

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Sundaram Finance Holdings Ltd.

05 Aug 2025

456.45

1.29%

Sundaram Finance: Q1FY26 Result Review

Buy: Sundaram Finance Holdings ...

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...