Pichhe kya hai sab? (The Numbers Deep Dive)
Is baar company ne profit mein tagda jump dikhaya hai. Quarter and 9 months ending Dec 2025 ke liye, Sundaram Finance ka Profit After Tax (PAT) 23% saal-dar-saal badh kar ₹1,226 Crore pahunch gaya, pichle saal yeh ₹997 Crore tha.
Aur suno, Assets Under Management (AUM) bhi 16% tez ho kar ₹58,236 Crore ho gayi. Yeh sab Net Interest Income (NII) mein 21% ki tez raftaar ki wajah se hua hai, jo ₹2,475 Crore tak pahunch gaya.
Loan distribution bhi acha raha. 9 mahino mein total disbursements 13% badh kar ₹24,270 Crore rahe, aur Q3 mein bhi 14% ka jump tha, jo ₹8,847 Crore bana.
Asset quality ki baat karein toh Net Stage 3 assets 1.06% hain aur Gross Stage 3 1.91%. Thoda sa uptick zaroor hai, par overall portfolio control mein dikh raha hai.
Company ne kharchon par bhi kaafi control kiya hai. Cost to Income ratio gir kar 28.72% ho gaya hai, jo pehle 31.37% tha. Iss se operational efficiency dikhti hai. Profitability ratios bhi sudhre hain, ROA 2.67% aur ROE 15.48% ho gaya hai.
Ek exceptional item bhi tha, jo ₹66 Crore ka tha, naye Labour Codes ke impact ki wajah se.
Agar sabhi businesses ko mila dein, toh consolidated AUM 15% badh kar ₹87,302 Crore aur consolidated PAT 13% badh kar ₹1,505 Crore ho gaya hai.
Aur investors ke liye sabse badi khabar, Board ne ₹16 per share ka interim dividend declare kiya hai!
Aage kya ho sakta hai? (Outlook)
Company ka management future ko lekar kaafi optimistic hai. Unhe lagta hai ki GDP growth aur GST 2.0 reforms se demand badhegi. Private capex abhi thoda slow hai, par Sundaram Finance economic activity badhne par market share badhane ke liye ready hai. Inki strategy steady growth maintain karne, asset quality top rakhne aur consistently profit kamane par hai. Ab investors ko company ke execution plans aur asset quality par nazar rakhni hogi.