HDFC Securities Pick of the Week 14th June'26: Shriram Finance Ltd.

Shriram Finance delivered strong FY26 performance with healthy AUM and NII growth, supported by stable margins. Growth is expected to accelerate, driven by improved pricing, diversified liabilities, and expansion into MSME and non‑CV segments.

Asset quality trends remain favorable, though sensitivity to freight rates and fuel costs persists. Lower funding costs and operating efficiency initiatives support margin and return expansion.