Shriram Finance Limited — Investor Meet, 01-01-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Shriram Finance held a business update call following its strategic partnership with MUFG. The company will receive ~US$4.4 billion in fresh capital, targeting 18-20% growth, up from 16-17%. Management expects a 100 bps cost of funds advantage over two years, aiming for an ROA of 3.6%. Growth will focus on existing vehicle, SME, and gold finance segments and semi-urban/rural markets, avoiding large-ticket or new business areas. The company maintains a confident but conservative outlook on leveraging this capital infusion.