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Release
August 2026 · rev 1
Opportunities PMS · Published
As at 31 Aug 2026 · IST₹ · ₹ cr · BSE 500 TRI
Present
Internal working platform. Published figures are extracted from the August 2026 source package and reviewed; reference prices and fundamentals are unlicensed working data, not for redistribution. Past performance is not indicative of future returns.
Company Atlas/NBFC/Shriram Finance
NSE: SHRIRAMFIN· NBFCCore · Aug 26Large cap

Shriram Finance

Used-CV leader with MUFG as partner

Last close
₹971.50
29 Sept 2026 · reference
1D · 1M
−0.5% · −10.6%
price-only
Weight
3.5%
31 Jul 2026 · Aug rank 6
Thesis review
8 Sep 2026
Why We Own, p39
Coverage owner: Research (per book); latest results Q Jun-26Buoyant AIF I Top 30 Holdings - Aug 2026.pdf · p1Buoyant_Why_We_Own_What_We_Own_Sep2026.pdf (portfolio as of 31 July 2026) · p39Screener ↗Tijori ↗NSE ↗
OverviewBusiness & segmentsChartsFinancialsValuationThesisRisks & catalystsCompetitorsResearch & documents
What the company does

Shriram Finance · Credit Services

Shriram Finance is primarily engaged in the business of financing and does not manufacture any physical products. The Company is engaged in the business of financing commercial vehicles, passenger vehicles, construction equipment, farm equipment, micro, small and medium enterprises (MSME), two-wheelers, gold and personal loans. The company offers diverse financial products tailored to meet every customer’s unique needs. Whether it is pre-owned vehicle finance, personal loans, or farm equipment loans, its solutions are designed to empower individuals and businesses. The company designs every product with a focus on inclusion and customisation. Thus, ensuring it delivers the right support at the right time.

Full profile (Yahoo)

Shriram Finance Limited, a non-banking finance company, provides financing services in India. It offers fixed and recurring deposits; commercial vehicle loans for commercial goods vehicles, passenger commercial vehicles, tractors and farm equipment, and construction equipment; two-wheeler, gold, used car loan, and personal loans; and green finance services. The company also provides business loans, such as MSME loans; working capital loans, including tyre, tax, fuel, toll financing, repair/top-up loans, fuel finance, challan discounting and vehicle insurance premium loans; motor insurance, including four-wheeler, two-wheeler, passenger and goods carrying vehicle insurance products; non motor insurance products, such as personal accident, shri criti care, and home insurance; and life insurance products comprising savings, retirement, child, protection plans, as well as recharges, including mobile recharge, mobile postpaid, landline postpaid, DTH, and FASTag recharge services. In addition, it offers utilities and bills services, such as electricity, LPG gas, gas bill payment, broadband postpaid, water, and cable tv; financial services and taxes comprising credit card, loan repayment, insurance, municipal services, and recurring deposit; and other services, such as housing society, clubs and associations, and education fees. It serves first time buyers, small road transport operators, commercial vehicles operators, micro, small, and medium enterprises (MSMEs), and individuals. The company was formerly known as Shriram Transport Finance Company Limited and changed its name to Shriram Finance Limited in November 2022. Shriram Finance Limited was incorporated in 1979 and is based in Mumbai, India.

Sector (Yahoo)
Financial Services
Industry (Yahoo)
Credit Services
Employees
78,902
Website
shriramfinance.in

Key people: Mr. Parag Sharma (MD, CEO & Whole-Time Director) · Mr. Umesh Govind Revankar (Executive Vice Chairman) · Mr. Sunder Subramanian (Joint MD, CFO & Whole Time Director) · Mr. A. Ganesh (President & Chief Human Resources Officer) · Mr. Sudarshan Holla Balnad (Joint MD & COO) · Mr. Gouse Mohiddi Jilani (Joint MD & COO)

Who are the competitors of Shriram Finance?

Shriram Finance major competitors are Bajaj Finserv, JIO Financial Serv., Chola Invest & Fin., Muthoot Finance, Power Finance Corpn., Indian Railway Fin., REC. Market Cap of Shriram Finance is ₹2,38,434 Crs. While the median market cap of its peers are ₹1,14,886 Crs.

Is Shriram Finance financially stable compared to its competitors?

Shriram Finance seems to be financially stable compared to its competitors.The probability of it going bankrupt or facing a financial crunch seem to be lower than its immediate competitors.

Snapshot and what to watch · Tijori · 21 Sep 2026
  • Shriram Finance is India's largest retail asset finance NBFC and the second-largest NBFC by AUM per ICRA. It lends to retail and rural borrowers through 3,755 branches, with ~₹3.14 tn of assets under management.
  • Commercial vehicles are ~47% of the loan book, passenger vehicles ~22% and MSME ~13%. Management steers growth toward higher-yield non-CV loans while keeping CV leadership.
  • It leads preowned commercial vehicle financing and is rated AAA/Stable by ICRA. Public deposits fund 31% of borrowings and incremental funding costs are declining.
  • A strategic investor, MUFG, injected ₹39,618 Cr for a 20% stake in April 2026. The capital is 94% deployed into loan growth as management rebuilds leverage.
  • Q1FY27 AUM growth of 15.3% YoY tracked below management's target on seasonal softness.
  • FY27 hinges on loan growth lifting ROE from the diluted 12.8%. Management guides ~18% AUM growth, a target flagged for recalibration, and ~2% credit cost.
  • Gross stage-3 loans are steady at 4.64%, but the large commercial vehicle book keeps asset quality sensitive to monsoon and rural stress.

Yahoo profile 23 Sept 2026 · Tijori 23 Sept 2026

Segments

Revenue mix and market share

Product Wise Break-Up
  • Interest Income96.4%
  • Net Gain on Fair Value Changes1.4%
  • Others1.3%
  • Fees & Commission Income1.0%
Product Wise Break-Up - Fee and Commission Income
  • Income from commission services- general insurance43.8%
  • Income from loan related and other commission services30.4%
  • Income from commission services- life insurance25.8%
Product Wise Break-Up - Interest Income
  • Interest on loans95.3%
  • Others2.2%
  • Interest income from investments2.2%
  • Margin money deposit0.3%
Loan Break-Up
  • Commercial vehicles46.9%
  • Passenger vehicles21.9%
  • MSME13.4%
  • Two Wheelers5.7%
  • Construction Equipment's3.9%
  • Personal Loans3.6%
  • Gold2.4%
  • Farm Equipment's2.2%
Location Wise Break-Up
  • India100.0%
Borrowings Break-Up
  • Public deposit31.0%
  • Term Loan19.4%
  • External Commercial Borrowing14.6%
  • Securitisation14.2%
  • Others14.2%
  • External Commercial Bond5.6%
  • Subordinate debts1.0%
Rural vs Urban
  • Rural59.4%
  • Urban28.9%
  • Metro11.7%
Asset Break-Up - Geography Wise
  • India100.0%

Latest reported mix as compiled by Tijori from company disclosures; percentages of revenue.

Operating metrics

Company-reported KPIs (Tijori) · latest quarter

As the company reports them. They can differ from the ratio table on the Financials tab, which uses Tijori's own definitions (for example NIM on average total assets rather than on interest-earning assets); the Cross-check panel there lines both up.

Net Interest Margin9.04 % 2026-06
Fresh Slippages - Quarterly2,691.12 Crs 2025-03
Cost of Borrowing8.56 % 2026-06
Capital to Risks Assets Ratio (CRAR)34.17 % 2026-06
Gross NPA4.64 % 2026-06
AUM - NBFC3,13,798.39 Crs 2026-06
Cost To Income Ratio25.48 % 2026-06
Business model

How the company earns

Shriram Finance is India's largest retail asset-financing NBFC (formed by the 2022 merger of Shriram Transport Finance, Shriram City Union Finance and Shriram Capital), with Rs 3.14 lakh crore AUM as of Jun-2026. Commercial vehicle finance (mostly used CVs) is ~47% of AUM (Rs 1.47 lakh cr), with passenger vehicles (Rs 68,650 cr), MSME (Rs 41,962 cr), two-wheelers, gold (Rs 7,514 cr) and personal loans making up the rest. It funds itself through NCDs, bank lines, ECBs and Rs 72,070 cr of public deposits.

Economics and valuation note (book)

TTM P/E 21.6x and P/B 2.96x on Rs 350 book (screener.in, 7-Sep-2026). Screener flags the stock as 'trading at 2.96x book'; 5-year average multiple not sourced. Antique values it at 2.2x FY28 book, MOFSL sees 28% upside from Rs 891 (Jun-2026); the stock has since re-rated to Rs 1,037. EV/EBITDA n.m.; dividend yield 1.0%.

Competitive position · why this and not peers
Cholamandalam Investment & FinanceChola trades at 5.09x P/B and 27.0x P/E (screener.in 8-Sep-2026) for 19.4% ROE and 21% Q1 PAT growth; Shriram offers 60% Q1 PAT growth and 16% ROE at 2.96x P/B / 21.6x P/E, i.e. a much cheaper entry for similar-quality vehicle-finance exposure.
M&M Financial ServicesM&M Fin is cheaper at 1.94x P/B / 15.5x P/E but earns only 12.3% ROE (11.1% 3-yr avg) with a 12% 3-yr profit CAGR and a history of volatile credit costs; Shriram's 16% ROE, 19% 3-yr / 32% 5-yr profit CAGR and 34% CRAR justify its premium.
Sundaram FinanceSundaram is a high-quality but slower compounder (FY26 PAT Rs 2,059 cr, 17% 3-yr CAGR, 15% ROE) at 3.51x P/B / 23.0x P/E; Shriram gives 5x the profit pool, higher ROE and a lower multiple, with the MUFG partnership as a specific catalyst.
Segment economics

Reported revenue mix

Product Wise Break-Up

share of revenue, %
  • Interest Income
    96.4%
  • Net Gain on Fair Value Changes
    1.4%
  • Others
    1.3%
  • Fees & Commission Income
    0.9%
  • Dividend Income
    0.0%
  • Rental Income
    0.0%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Product Wise Break-Up - Fee and Commission Income

share of revenue, %
  • Income from commission services- general insurance
    43.8%
  • Income from loan related and other commission services
    30.4%
  • Income from commission services- life insurance
    25.8%
  • Others
    0.0%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Product Wise Break-Up - Interest Income

share of revenue, %
  • Interest on loans
    95.3%
  • Others
    2.2%
  • Interest income from investments
    2.2%
  • Margin money deposit
    0.3%
  • Deposits with banks
    0.0%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Loan Break-Up

share of revenue, %
  • Commercial vehicles
    46.9%
  • Passenger vehicles
    21.9%
  • MSME
    13.4%
  • Two Wheelers
    5.7%
  • Construction Equipment's
    3.9%
  • Personal Loans
    3.6%
  • Gold
    2.4%
  • Farm Equipment's
    2.2%
  • Others
    0.0%
  • HCVs
    0.0%
  • M&LCVs
    0.0%
  • Tractors
    0.0%
  • Business loans
    0.0%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Location Wise Break-Up

share of revenue, %
  • India
    100.0%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Borrowings Break-Up

share of revenue, %
  • Public deposit
    31.0%
  • Term Loan
    19.4%
  • External Commercial Borrowing
    14.6%
  • Securitisation
    14.2%
  • Others
    14.2%
  • External Commercial Bond
    5.6%
  • Subordinate debts
    1.0%
  • Commercial paper
    0.0%
  • Bonds
    0.0%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Rural vs Urban

share of revenue, %
  • Rural
    59.4%
  • Urban
    28.9%
  • Metro
    11.7%
  • Semi Urban
    0.0%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Asset Break-Up - Geography Wise

share of revenue, %
  • India
    100.0%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Industry cycle

NBFCs chapter

NBFCs — 7.3%: the two franchises whose ROE justifies a premium to banks

NBFC credit is growing 15–17% against 10–12% for banks over FY26, AUM has doubled from ₹24 lakh crore in 2021 to ₹48 lakh crore and is heading for ₹70 lakh crore by FY27. Two things changed in the last eighteen months. The regulatory cycle turned: the RBI reversed the November 2023 risk-weight increase on bank lending to NBFCs, revised the co-lending framework and cut the repo rate 125 bp — so funding costs, which are the NBFC's raw material, are falling while deposit growth of 15% means banks have money to lend them (bank loans will be 44–45% of NBFC borrowings in FY27). And foreign strategic capital arrived: MUFG's ~$4.4 bn for 20% of Shriram Finance is one of the largest FDI deals in Indian financials and a marker of what a scaled, well-run lender is worth to a global bank. The valuation argument is the one the house makes about banks in reverse: a bank earning 16–17% ROE cannot compound faster than that without dilution, which is why 4–5x book is unsustainable for HDFC Bank or Kotak — but an NBFC that generates 20–30% ROE can carry it. That is why Bajaj Finance at 5.8x book is a Core holding and Kotak at 2x book is not.

Datapoints the team can quote
  • NBFC credit growth 15–17% in FY26 vs 10–12% for banks; retail-NBFC AUM forecast +16–18% in FY27; incremental funding need ₹4.1–4.4 lakh cr — ICRA, Jan-2026
  • RBI reversed the Nov-2023 higher risk weights on bank lending to NBFCs; revised co-lending framework (Aug-2025); repo 5.25% — RBI; Crisil
  • Bank loans to be 44–45% of NBFC borrowings in FY27; bank lending to NBFCs +₹2.5 trn net in H2FY26; securitisation ₹1.3 trn — CRISIL, Apr-2026
  • New RBI draft (7-Aug-2026) would bar revolving/flexi credit lines at NBFCs — ~13–15% of Bajaj Finance AUM, negligible at Shriram — RBI draft circular
  • MUFG to acquire ~20% of Shriram Finance for ~$4.4 bn (Apr-2026); Shriram FII holding 54.8% — Company / press
What we deliberately do not own

Cholamandalam is an excellent vehicle financier but at 4x+ book already prices its growth, and its ROE (18–20%) is on a more bank-like, lower-yield book; M&M Financial has a decade of volatile credit costs; Sundaram Finance is conservative to the point of not growing. HDB Financial lists at a premium to its own economics on the HDFC halo. We hold no gold-loan or microfinance NBFC in the PMS (Manappuram appears only in the AIFs): the gold-loan regulatory reset and the FY25–26 microfinance stress cycle are exposures we would rather take through IDFC First and Shriram's diversified book.

Market position

Market share (where tracked)

UnavailableNo market-share series in the fundamentals source.
Sector datapoints

From the one-pager

  • NBFC credit is growing 15-17% in FY26 vs 10.4-11.3% for banks; NBFC credit doubled from Rs 24 lakh cr (2021) to Rs 48 lakh cr (Mar-2025) and is projected at ~Rs 70 trn AUM by FY27 (Whalesbook/industry…
  • RBI regulatory cycle turned supportive in 2025-26: reversal of the Nov-2023 higher risk weights on bank lending to NBFCs/microfinance, revised co-lending framework (Aug-2025…
  • New RBI headwind: on 7-Aug-2026 RBI issued a draft banning revolving/flexi credit lines at NBFCs (term loans only; comments due 28-Aug-2026)…
  • Foreign strategic capital is flowing into Indian NBFCs: MUFG's ~$4.4 bn for 20% of Shriram (Apr-2026) is one of the largest-ever FDI deals in Indian financials; Shriram's FII holding is 54.75% (Jun-2026).