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Added to YB: 2025-05-08

Pitch date: 2025-03-31

CHOLAFIN.NS [neutral]

Cholamandalam Investment and Finance Company Limited

+11.95%

current return

Author Info

No bio for this author

Company Info

Cholamandalam Investment and Finance Company Limited, operates as a non-banking finance company in India.

Market Cap

INR 1.3T

Pitch Price

INR 1.5K

Price Target

N/A

Dividend

0.13%

EV/EBITDA

N/A

P/E

30.69

EV/Sales

N/A

Sector

Consumer Finance

Category

growth

Show full summary:
Baron India Fund Portfolio Holding: Cholamandalam Investment and Finance Company Limited

CHOLAFIN.NS (holding update): Leading Indian NBFC with vehicle finance focus + diversified into property, home loans & SME to offset auto cyclicality. Conservative underwriting with strong asset quality. Recent earnings beat, improved assets. New unsecured loans + home loan expansion. Expected 20-25% loan growth, 20%+ ROE over 3-5 years.

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