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    Shriram Finance

    SHRIRAMFINStrong
    Financial Services·26 Apr 2024
    Management Summary

    Shriram Finance delivered its best post-merger quarter with 49% PAT growth and 21% AUM growth. NIM expanded to 9.02% driven by favorable product mix towards higher-yielding assets. Management's strategic pivot to prioritize bottom-line over top-line growth was emphasized, with 15% AUM guidance maintained despite 21% delivery. Personal loan growth slowed proactively amid market concerns. Housing subsidiary exploring growth capital options including potential disinvestment.

    Highlights

    8
    • AUM grew 21.1% YoY to Rs 2,24,862 crores; 4.96% sequential growth

    • Disbursements at Rs 39,327 crores, up 26.64% YoY from Rs 31,054 crores

    • NII grew 20.02% YoY to Rs 5,336 crores; NIM at 9.02% vs 8.55% in Q4 FY23

    • PAT surged 48.73% YoY to Rs 1,946 crores; EPS at Rs 51.79 vs Rs 34.94

    • Gross Stage-3 improved to 5.45% from 6.21% YoY; Net Stage-3 at 2.70% vs 3.10%

    • Credit cost at 2.06% for Q4; 2.06% for full year FY24

    • ROE target of 16-18% with 17%+ expected in FY25 and 18% by FY26

    • Cost of debt at 9.01%; incremental cost also ~9%

    What Changed1

    vs Q1 FY25

    Tone shiftGood → Strong

    Key financials

    Single quarter

    13 metrics
    1. 01AUM₹2.25L Cr+21.1%YoY
    2. 02Disbursements₹39,327 Cr+26.6%YoY
    3. 03Net Interest Income₹5,336 Cr+20.0%YoY
    4. 04Net Interest Margin9.0%
    5. 05Profit After Tax₹1,946 Cr+48.7%YoY

    Segment breakdown

    Commercial Vehicles
    ₹15,425 Cr39.2%
    Passenger Vehicles
    ₹6,706 Cr17.1%
    MSME
    ₹6,372 Cr16.2%
    Gold Loans
    ₹3,249 Cr8.3%
    Two Wheelers
    ₹2,602 Cr6.6%
    Construction Equipment
    ₹2,354 Cr6.0%
    Personal Loans
    ₹1,722 Cr4.4%
    Farm Equipment
    ₹894 Cr2.3%
    Treemap· Share of Disbursements

    Guidance & targets

    5
    CategoryTargetPriority
    Growth
    AUM Growth
    15%
    High
    Profitability
    ROE
    17%+ in FY25, 18% by FY26
    High
    Margins
    NIM
    ~9%
    High
    Asset Quality
    Gross Stage-3 Target
    ~5%
    Medium
    Asset Quality
    Credit Cost
    ~2%
    High

    Risks & concerns

    3
    RiskSeverity

    Election-driven slowdown expected in Q1 FY25

    Government machinery involved in election duty expected to slow CAPEX activity and infrastructure spending in first 2 months, impacting credit demand.Management acknowledged

    low

    Cost of debt inching up - 19 bps increase YoY, incremental at ~9%

    FD rates raised 5-20 bps in select buckets. Large ECB borrowing done in Q4. Management doesn't foresee further cost increase but rates have limited downside.Analyst downplayed

    medium

    Housing subsidiary strategic uncertainty

    Growing fast (71% AUM growth) and needs growth capital. All options open including full sale. Decision pending creates uncertainty for consolidated entity.Analyst acknowledged

    low

    Q&A highlights

    3

    “We have also factored the day stamping which we started doing 1.5 years back... that has led to marginal increases in the PD.”

    Stage-1 ECL rose from 3% to 3.3% due to PD reassessment incorporating day-stamping and 5-year data. Management says stabilized at this level.

    asked by Gaurav Kochar (Mirae Asset)

    1 min read4 chapters

    Detailed Narrative

    01

    Post-Merger Integration Delivering Results

    FY24 was the first full year post-merger and delivered stellar results: AUM grew 21.1% to Rs 2.25 lakh crores, PAT surged 48.73% to Rs 1,946 crores, NIM expanded to 9.02%. Gold loan branches expanded to 800-900, MSME to 600 branches. Product integration ongoing in phased manner - not all 3,000 branches will get all products, using hub-and-spoke model for MSME. Employee additions slowing as bench created.

    02

    Strategic Pivot to Profitability Over Growth

    Despite delivering 21% AUM growth, management maintained 15% guidance for FY25, emphasizing bottom-line over top-line. Focus on granular, small-ticket, high-yielding products. ROE trajectory guided at 17%+ for FY25 and 18% by FY26 from current 16%+. CV growth expected at 11-12% with other products growing 20%+ to compensate. Used vehicle price increase contributed ~5% of 15% CV growth.

    03

    Macro Tailwinds and Rural Economy Optimism

    India GDP grew 8.4% in Q3 FY24. S&P upgraded India's sovereign outlook to Positive. IMD forecast above-normal monsoon at 106% of LPA for 2024. Budget allocated Rs 11.11 lakh crores for CAPEX with focus on Eastern India and Rs 1.5 lakh crores interest-free loans to states. GST collections reached Rs 1.78 lakh crores in March, second highest ever.

    04

    Asset Quality Trajectory and ECL Model Updates

    Gross Stage-3 improved to 5.45% from 6.21% YoY with credit cost at 2.06%. Stage-1 ECL rose from 3% to 3.3% due to annual PD/LGD reassessment incorporating day-stamping data and 5-year historical data. LGD improved from 41.45% to 38.08% QoQ. Write-offs at Rs 805 crores with incremental provisioning of Rs 456 crores. Management targets Stage-3 at 5% and net Stage-3 at 2.5% by FY25-end.

    This is an AI-generated summary of a publicly available earnings call transcript. It is for informational purposes only and does not constitute investment advice, a recommendation, or an endorsement. inve.money is not a SEBI-registered investment advisor. Please consult a qualified financial advisor before making any investment decisions.