Shriram Finance Limited — Investor Meet, 04-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Shriram Finance delivered robust Q2 FY26 results. Disbursements rose 10.24% year-on-year to ₹43,019 crore, with Assets Under Management growing 15.74% to ₹2,81,309 crore. Net Interest Income was ₹6,266 crore, and Profit After Tax increased 11.39% to ₹2,307 crore, achieving a Net Interest Margin of 8.19%. Asset quality improved, with Gross Stage 3 at 4.57% and Net Stage 3 at 2.49%. Management expects NIM to reach 8.5% by Q4 FY26 and forecasts accelerated AUM growth in the second half. The company is optimizing borrowing costs and anticipates continued strong credit demand, particularly from the rural economy.