Update shared on 20 Nov 2025
Fair value Increased 7.38%Analysts have raised their price target for Cholamandalam Investment and Finance from ₹1,599.79 to ₹1,717.91. This change is attributed to improved revenue growth forecasts and a slightly lower discount rate, despite minor changes in profit margin and future valuation multiples.
What's in the News
- An upcoming Board Meeting is scheduled for November 6, 2025 to approve the audited standalone and consolidated financial results for the quarter and half-year ended September 30, 2025 (Company Event)
- The Board will consider requests by YCAS and CECL for reclassification to "Public Category" under Regulation 31A of the Listing Regulations (Company Event)
Valuation Changes
- Fair Value: Increased from ₹1,599.79 to ₹1,717.91, reflecting a moderately higher price target.
- Discount Rate: Marginally reduced from 16.03% to 16.01%.
- Revenue Growth: The forecasted growth has risen slightly, from 31.49% to 32.79%.
- Net Profit Margin: This has slightly decreased from 32.98% to 32.63%.
- Future P/E: The projected multiple has edged up from 24.73x to 25.04x.
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