Sundaram Finance Slips 2.21% Despite Strong FY26 Results; PAT Up 19%, AUM Crosses ₹59,908 Cr

Mumbai, May 25: Shares of Sundaram Finance Limited (NSE: SUNDARMFIN) came under sustained selling pressure on Monday, declining sharply through the session despite the company reporting a robust set of full-year financial results, as profit-booking at higher levels and broad market rotation appeared to weigh on the counter. 

The stock opened at ₹4,523.00 against a previous close of ₹4,493.50, touching a session high of ₹4,533.90 within the first few minutes of trade before sellers took firm control and drove the price steadily lower through the morning and afternoon. By the time the indicative close was registered, the LTP had slipped to ₹4,394.00 down ₹99.50 or 2.21% from the previous close with the session low of ₹4,363.70 marking a nearly ₹170 intraday swing from the opening high. 

The VWAP for the session stood at ₹4,421.73, sitting meaningfully above the LTP, confirming that selling accelerated in the latter half of the session as the stock slid below its volume-weighted average. The order book showed 47.70% buy-side interest against 52.30% on the sell side, with total sell quantity at 8,306 shares versus 7,576 on the buy side, underscoring that bears retained the upper hand at close.

Weekly Trend

The weekly chart tells a consistent story of distribution. The stock opened the week of May 18 near ₹4,660, fell sharply to around ₹4,555 by May 19, continued sliding to approximately ₹4,475 on May 20, touched a weekly low near ₹4,465 on May 21, and appeared to recover modestly toward ₹4,525 on May 22 before Monday’s fresh leg down extended the weakness. The five-session decline has now carved out a clear bearish structure, with each attempted recovery failing to sustain above the prior day’s close.

FY26 Consolidated Financial Results

On a consolidated basis, Sundaram Finance delivered a well-rounded performance for FY26. Disbursements for Q4 FY26 grew 17% year-on-year to ₹8,051 crore from ₹6,873 crore in Q4 FY25, sustaining the double-digit growth momentum that characterised the full year. Assets under management in the lending and general insurance businesses grew 15% to ₹89,541 crore as on March 31, 2026, from ₹78,145 crore as on March 31, 2025, while the asset management business closed the year with AUM of ₹77,457 crore, up from ₹71,826 crore in the prior year. Consolidated profit after tax for FY26 grew 10% to ₹2,059 crore from ₹1,879 crore in FY25, after accounting for ₹76 crore under exceptional items for the incremental impact of the new Labour Codes.

Standalone Annual Highlights

On a standalone basis, FY26 full-year disbursements grew 14% to ₹32,321 crore from ₹28,405 crore in FY25, while standalone AUM rose 16% to ₹59,908 crore from ₹51,476 crore. Net interest income grew 21% to ₹3,376 crore from ₹2,793 crore in FY25. Return on assets improved to 3.03% in FY26 from 2.85% in FY25, and return on equity rose to 17.49% from 16.30%. Standalone profit after tax for FY26 rose 19% to ₹1,834 crore from ₹1,543 crore, with Q4 FY26 PAT growing 11% to ₹608 crore. 

Dividend & ESOP

The board declared a final dividend of ₹24 per share (240%) for FY26. Additionally, the board granted 14,629 stock options under the Sundaram Finance Employee Stock Option Scheme 2008, exercisable between June 1, 2029 and November 30, 2029 at an exercise price of ₹10 per share.

Source:

• https://www.nseindia.com/get-quote/equity/SUNDARMFIN/Sundaram-Finance-Limited