Update shared on 05 Dec 2025
Fair value Increased 0.61%Analysts have slightly raised their price target for Cholamandalam Investment and Finance to ₹1,728 from ₹1,718, citing marginally stronger expectations for revenue growth and valuation multiples, despite a modest softening in profit margin and a slightly higher discount rate.
What's in the News
- Board meeting scheduled on November 6, 2025, to review and approve audited standalone and consolidated financial results for the quarter and half year ended September 30, 2025 (company filing)
- Board to evaluate requests from YCAS and CECL for reclassification from promoter or related category to public category under Regulation 31A of SEBI Listing Regulations (company filing)
- Confirmation of eligibility of YCAS and CECL under Regulation 31A(3)(b) to be taken up as part of the same board meeting agenda (company filing)
Valuation Changes
- Fair Value Estimate has risen slightly to ₹1,728.41 from ₹1,717.91, reflecting a marginally higher intrinsic value assessment.
- Discount Rate has inched up to 16.03 percent from 16.01 percent, implying a slightly higher required return on equity.
- Revenue Growth has edged up to 32.89 percent from 32.79 percent, indicating a modest improvement in forward growth expectations.
- Net Profit Margin has eased slightly to 32.54 percent from 32.63 percent, pointing to a minor softening in projected profitability.
- Future P or E has increased marginally to 25.22x from 25.04x, suggesting a small expansion in valuation multiples.
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