Cholamandalam Investment and Finance Company Limited Reports Strong Q3 FY25 Performance

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Board Approves Interim Dividend of ₹1.30 Per Share

Chennai, January 31, 2025 – Cholamandalam Investment and Finance Company Limited (CIFCL) has announced strong financial results for Q3 FY25 and the nine-month period ending December 31, 2024. The Board of Directors has approved an interim dividend of ₹1.30 per equity share (65%) for the financial year ending March 31, 2025.

Key Financial Highlights (Standalone)

MetricQ3 FY25Q3 FY24YoY GrowthYTD Dec 2024YTD Dec 2023YoY Growth
Total Income (₹ Cr)6,812.355,018.6936%18,934.0713,724.2038%
Net Income (₹ Cr)3,541.572,580.5237%9,812.357,073.5639%
Profit Before Tax (₹ Cr)1,463.581,156.9027%4,030.653,145.1828%
Profit After Tax (₹ Cr)1,086.53876.1624%2,991.812,364.6627%
Total AUM (₹ Cr)1,89,1411,41,14334%1,89,1411,41,14334%
Earnings Per Share (₹)12.9310.4524%35.6028.5725%

Key Financial Highlights (Consolidated)

MetricQ3 FY25Q3 FY24YoY GrowthYTD Dec 2024YTD Dec 2023YoY Growth
Total Income (₹ Cr)6,836.765,044.7636%19,015.8513,920.7137%
Net Income (₹ Cr)3,562.112,600.4937%9,951.427,198.5238%
Profit Before Tax (₹ Cr)1,465.651,156.3927%4,045.593,170.4627%
Profit After Tax (₹ Cr)1,088.21872.0225%3,003.162,354.8327%
Total AUM (₹ Cr)1,92,6231,43,89934%1,92,6231,43,89934%
Earnings Per Share (₹)12.9510.4024%35.7428.4525%

Segment-Wise Performance (Standalone)

  • Vehicle Finance: ₹14,390 Cr disbursed in Q3 FY25 (+16% YoY), ₹39,492 Cr YTD (+12% YoY).
  • Loan Against Property: ₹4,205 Cr disbursed in Q3 FY25 (+23% YoY), ₹12,374 Cr YTD (+33% YoY).
  • Home Loans: ₹1,820 Cr disbursed in Q3 FY25 (+15% YoY), ₹5,421 Cr YTD (+17% YoY).
  • SME Loans: ₹1,911 Cr disbursed in Q3 FY25 (flat YoY), ₹6,029 Cr YTD (+1% YoY).
  • Consumer & Small Enterprise Loans: ₹3,149 Cr disbursed in Q3 FY25 (+14% YoY), ₹10,224 Cr YTD (+28% YoY).
  • Secured Business & Personal Loans: ₹331 Cr disbursed in Q3 FY25 (+18% YoY), ₹911 Cr YTD (+29% YoY).

Asset Quality & Risk Metrics

  • Gross Stage 3 Loans: 2.91% (vs. 2.83% in Q2 FY25).
  • Gross NPA (RBI norms): 4.00% (vs. 3.78% in Q2 FY25).
  • Net NPA (RBI norms): 2.66% (vs. 2.48% in Q2 FY25).
  • Provision Coverage Ratio: 44.10%.
  • Capital Adequacy Ratio: 19.76% (Regulatory minimum: 15%).
  • Tier-I Capital: 14.92%, with Common Equity Tier-I at 14.17%.
  • Liquidity Coverage Ratio: 214.20% (vs. 152.68% in Q3 FY24).

Dividend & Strategic Announcements

  • Interim Dividend: ₹1.30 per share (65%) for FY25.
  • Record Date: February 7, 2025.
  • Payment Date: On or before February 28, 2025.

Outlook & Growth Strategy

CIFCL remains well-capitalized and continues to expand in vehicle finance, housing finance, and SME lending. With a strong liquidity buffer of ₹15,677 Cr, the company is positioned to support its growth ambitions while maintaining a prudent risk management approach.

Investor Takeaways

  • Consistent double-digit growth in disbursements and AUM.
  • Strong profitability metrics, with PAT up 24% YoY.
  • Prudent asset quality management, with a PCR of 44.10%.
  • Attractive interim dividend, reinforcing shareholder value.
The company’s strong financial performance and robust growth across key segments reaffirm its leadership position in India’s NBFC sector.
 
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