Cholamandalam Investment and Finance Company Limited — Investor Meet, 30-12-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Cholamandalam Investment & Finance held a call to address "malicious and baseless allegations." Management reassured investors of robust financial health: INR 14,900 Cr liquidity, 19.79% CAR, AA+ rating, and net worth over INR 26,783 Cr. Q3 outlook is positive with improved disbursements and lower delinquencies. They clarified cash collections (15% of total, normal for clientele), related party transactions (fully disclosed, arm's length, MMS role reduced), and rating agency fees (standard, 0.01% of borrowings). GNPAs are transparent and extensively audited. The company asserts full compliance and plans legal action against the agency. Management sentiment is confident in operations and transparency.