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Shriram Finance

SHRIRAMFIN · Consumer Financial Services · INE721A01047

Analyst mean 1.67 · 33 analysts · 83% bullish
₹1,044.70
Close 2026-07-31 · Balanced risk

Reading the Statements forensic interpretation

What the numbers mean when read together — computed from the filings, not a score.

Profit is not turning into cash

Operating cash flow is just -117% of trailing profit — the classic pattern where reported earnings are not backed by cash. This is the single most important thing to understand on this page.

Full read

Operating cash flow ₹-13,281 cr against trailing net profit ₹11,318 cr. When profit rises but cash does not follow, the questions are: are receivables ballooning, is revenue being recognised ahead of collection, or are costs being capitalised?

Profit growing with revenue

Both revenue and profit grew over the last year (14.2% and 16.6%) — growth is translating to the bottom line.

Full read

Trailing revenue ₹49,996 cr, trailing profit ₹11,318 cr. Profit growing at least as fast as revenue indicates operating leverage or pricing power.

Net margin expanding

Net margin improved from 18.7% to 25.8% year-on-year — the business is keeping more of each rupee.

Full read

Quarter net margin 25.8% vs 18.7% four quarters earlier. Expansion from operating leverage is healthy; verify it is not a one-off gain.

Burning cash after capex

Free cash flow is negative — the business consumes more than it generates once capex is paid. Fine if it is deliberate growth investment; a problem if it is structural.

Full read

Latest free cash flow ₹-13,475 cr, negative in 12 of 12 years. Check whether the burn funds expansion (dark stores, plants, ports) or merely sustains operations.

Price & Valuation 10-year, split-adjusted

Markers show corporate actions (splits, bonus, dividends). Prices are split-adjusted so the series is continuous.

Valuation & Quality

Valuation
P/E (TTM) 18.4x
P/B 2.97x
P/S 4.94x
PEG growth cheap 0.99
Dividend Yield 1.04%
Leverage
Debt / Equity leveraged 3.81
Payout Ratio 10%
Returns & Margins
Operating Margin (TTM) 29.3%
Net Margin (TTM) 22.8%
Return on Equity 16.2%
Implied Growth (Graham) growth the market is pricing in 4.9%
Rule of 40 45.5
Growth 16.2% + Margin 29.3% — passes

Ownership & Skin in the Game

Promoter20.30% ▲ 0.00
FII54.74%
DII
Mutual Funds13.81%

Quarterly Financials ₹ cr

MetricSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Revenue10,09010,69811,45411,53611,91212,17112,51313,400
Expenses2,8363,0333,2933,0623,1093,3973,1043,406
Other Income861,574669261818
Depreciation159162171173174177175183
Profit before tax2,8304,3262,7722,9063,1133,3633,9174,626
Net Profit2,1533,2492,1442,1592,3142,5303,0213,453
EPS11.3917.2711.4011.4812.3013.4516.0614.67

Balance Sheet ₹ cr, annual

ItemMar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital253271374376376376
Reserves21,46425,82443,13848,57156,09465,542
Borrowings
Fixed Assets4374183,7143,7182,9142,635
CWIP0066000
Investments3,3476,9717,4309,47215,78814,993
Total Assets129,910142,268210,573248,266293,998321,375
DISCLAIMER: FinMinutes is a financial data and analytics platform, not a SEBI-registered investment adviser. Everything here is for educational and informational purposes. Forensic interpretations are computed from disclosed data and are not recommendations. Do your own due diligence.