FY26 results: PAT up 22.6% YoY, Rs 0.70 dividend, AGM on July 28

Revenue growth above 20%Negative operating cash flowResults View source PDF Explain this filing

CHOLAFIN · price

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Price reactionminutes from the announcement price · days from the prior close

+1.7%Reaction day

₹1543.90

prior close

₹1527.40

announcement price

In-mkt

timing

Nifty 100market · index membership as recorded later (tracked since Jun 2026)-0.8%+2.6% vs market

Non Banking Financial Company (NBFC) peers, median of 211sector-0.3%+2.0% vs sector

On the reaction day the stock moved 2.6 pts more than Nifty 100 and 2.0 pts more than its Non Banking Financial Company (NBFC) peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

+1.7

10m

+3.4

15m

+2.1

30m

+2.0

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+1.7-0.8+2.6-0.3+2.0

Next day

+6.3-0.3+6.6-0.4+6.7

+7.3-0.5+7.7-0.3+7.6

+11.4+0.8+10.6+0.0+11.4

+9.4+0.8+8.6+0.5+9.0

+8.2+0.2+8.0+1.0+7.2

+2.2-3.2+5.4-1.7+4.0

15d

-0.2-1.7+1.6-2.6+2.4

-3.3-2.8-0.5-3.2-0.1

+16.3-0.8+17.1-3.9+20.2

+15.0+1.0+14.0-4.4+19.4

UpDownMarket · Nifty 100Sector · Non Banking Financial Company (NBFC) peers, median of 211Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Cholamandalam reported FY26 standalone revenue of Rs 30,982 cr, up 20.3% YoY. Net profit rose to Rs 5,220 cr (FY25: Rs 4,259 cr), with Q4 PAT up 29.5% at Rs 1,641 cr. EPS for the year stood at Rs 61.83. Board recommends Rs 0.70/share final dividend (35%). 48th AGM set for July 28, 2026. Loan book grew to Rs 2.18 lakh cr, though GNPA ticked up to 4.36% from 3.97%.

Likely market impact

Strong revenue and profit growth, modest dividend. GNPA uptick and negative operating cashflow warrant watch, but capital adequacy stays strong at 19.2%.