Shriram Finance Limited — Investor Meet, 04-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Shriram Finance Q4 FY26 PAT jumped 40.86% to INR3,013.57 Cr, with AUM growing 14.85% YoY to INR3,02,273.75 Cr. Net Interest Income rose 15.58%. MUFG Bank's INR39,618 Cr equity infusion boosted capital adequacy to 34%. The company proposed a final dividend of INR6/share, totaling INR10.8/share for FY26. Management targets 18% AUM growth for FY27, despite macro headwinds like potential weak monsoon and rising input costs. Asset quality remains stable, though retail segment might see minor fluctuations. The company remains watchful on fuel prices and economic growth.