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SHRIRAMFIN - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.9

Last Updated Time : 25 May 26, 01:36 am

Fundamental Rating: 3.9

Stock Code SHRIRAMFIN Market Cap 2,21,601 Cr. Current Price 942 ₹ High / Low 1,108 ₹
Stock P/E 22.2 Book Value 349 ₹ Dividend Yield 1.15 % ROCE 11.5 %
ROE 16.4 % Face Value 2.00 ₹ DMA 50 970 ₹ DMA 200 883 ₹
Chg in FII Hold 8.93 % Chg in DII Hold -2.67 % PAT Qtr 3,014 Cr. PAT Prev Qtr 2,522 Cr.
RSI 45.7 MACD -16.6 Volume 56,66,664 Avg Vol 1Wk 50,68,799
Low price 566 ₹ High price 1,108 ₹ PEG Ratio 1.19 Debt to equity 3.82
52w Index 69.3 % Qtr Profit Var 40.9 % EPS 53.1 ₹ Industry PE 18.7

📊 Financials: SHRIRAMFIN has a market cap of ₹2,21,601 Cr. Quarterly PAT rose from ₹2,522 Cr. to ₹3,014 Cr. (40.9% growth), showing strong profitability momentum. ROE at 16.4% and ROCE at 11.5% reflect healthy efficiency. Debt-to-equity ratio of 3.82 indicates high leverage, typical for NBFCs. EPS at ₹53.1 is strong, supporting earnings visibility. Dividend yield at 1.15% adds income stability.

💹 Valuation: Current P/E of 22.2 is slightly above the industry average of 18.7, suggesting mild overvaluation. P/B ratio (~2.7) is elevated compared to book value ₹349. PEG ratio at 1.19 indicates growth is priced fairly. Intrinsic value appears close to CMP ₹942, leaving moderate upside potential.

🏦 Business Model: SHRIRAMFIN operates as a leading NBFC, focusing on vehicle financing, SME loans, and retail lending. Its competitive advantage lies in strong rural and semi-urban presence, diversified loan book, and brand trust. However, high leverage and exposure to credit cycles pose risks.

📉 Entry Zone: RSI at 45.7 suggests neutral momentum, while MACD at -16.6 indicates bearishness. A potential entry zone could be around ₹900–₹920 for accumulation. Long-term investors may hold, given strong fundamentals and growth trajectory, but should monitor leverage risks.

Positive

  • 📈 Strong PAT growth (40.9%).
  • 💰 Dividend yield of 1.15% provides steady income.
  • 🏦 Strong presence in rural and semi-urban markets.

Limitation

  • ⚠️ High debt-to-equity ratio (3.82).
  • 📉 P/E (22.2) slightly above industry average (18.7).
  • 🔄 Profitability sensitive to credit cycles and interest rates.

Company Negative News

  • 📉 Decline in DII holding (-2.67%).

Company Positive News

  • 📊 Increase in FII holding (+8.93%).
  • 📈 PAT growth from ₹2,522 Cr. to ₹3,014 Cr.

Industry

  • 💹 Industry PE at 18.7, slightly lower than SHRIRAMFIN’s 22.2.
  • ⚡ NBFC sector expanding with retail credit demand.
  • 🏦 Competition from banks and fintech lenders.

Conclusion

⚖️ SHRIRAMFIN is a fundamentally strong NBFC with robust profitability, strong market presence, and attractive dividend yield. However, high leverage and slightly stretched valuations limit near-term upside. Entry may be considered around ₹900–₹920 for long-term investors, with confidence in its growth trajectory but caution regarding credit cycle risks.

For deeper insights, you could explore SHRIRAMFIN peer comparison or a technical chart analysis to complement this fundamental view.

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