29-Oct-2026 08:24:45

UBS ON CHOLA FINANCE ; HOLD | TP ₹1,940 VS ₹2,100 EARLIER (DOWN 7.62%)

• Q2 AUM: UP 25% YoY. • Disbursements: UP 47% YoY, reflecting strong lending growth. • Credit Costs: Moderate to 1.45%. • Net Profit: UP 41% YoY. • FY27 Guidance: Retains AUM growth guidance of 20–23%. • Outlook: UBS continues to consider Chola Finance its top NBFC pick despite maintaining a Hold rating. • Impact: Mixed 🟡

J.A. Finance Limited

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