Summary of Key Information:

Reporting Period (Quarter/Year): Quarter ended 30th June 2026

Nature of Filing / Announcement: Unaudited Standalone and Consolidated Financial Results submission under SEBI LODR Regulations

Audit Opinion:

Limited Review Report issued - No qualifications or modifications. The joint statutory auditors (Brahmayya & Co. and R.G.N. Price & Co.) conducted limited review and found no material misstatements.

Auditor's Comment: The auditors confirmed that the financial results have been prepared in accordance with Ind AS 34 and comply with RBI prudential norms for NBFCs regarding income recognition, asset classification, and provisioning.

Key Financial Highlights [in ₹ crores]:

Standalone Results:

Revenue from Operations: ₹2,075.99 crore (10.2% YoY increase from ₹1,883.23 crore in Q1 FY26)

  • Interest Income: ₹1,763.77 crore
  • Lease Rental income (Net): ₹64.84 crore
  • Fees and Commission Income: ₹92.75 crore
  • Dividend Income: ₹81.35 crore
  • Income from other Services: ₹6.40 crore
  • Recovery of Bad debts: ₹9.21 crore
  • Net gain on fair value changes: ₹57.67 crore

Total Income: ₹2,085.80 crore

Expenses:

  • Finance cost: ₹971.83 crore
  • Employee benefit expenses: ₹213.41 crore
  • Administrative & other expenses: ₹67.63 crore
  • Depreciation & amortisation: ₹45.09 crore
  • Impairment/Provisions on financial instruments: ₹108.84 crore

Profit before tax: ₹679.00 crore (21.3% YoY increase from ₹559.69 crore)

Tax expense: ₹157.39 crore (Current tax: ₹206.24 crore, Deferred tax: ₹(48.85) crore)

Net Profit after tax (PAT): ₹521.61 crore (21.7% YoY increase from ₹428.72 crore)

Other Comprehensive Income: ₹357.52 crore

Total Comprehensive Income: ₹879.13 crore

EPS (Basic & diluted): ₹46.95 (Face Value of ₹10/- each, not annualized)

Consolidated Results:

Revenue from Operations: ₹2,644.13 crore

Total Income: ₹2,653.34 crore

Expenses: ₹1,886.15 crore

  • Finance cost: ₹1,246.54 crore
  • Employee benefit expenses: ₹306.64 crore
  • Fees and commission expenses: ₹33.99 crore
  • Administrative & other expenses: ₹99.68 crore
  • Depreciation & amortisation: ₹59.54 crore
  • Impairment/Provisions on financial instruments: ₹139.76 crore

Profit before tax: ₹767.19 crore

Tax expense: ₹198.33 crore (Current tax: ₹245.32 crore, Deferred tax: ₹(46.99) crore)

Profit after tax (PAT): ₹568.86 crore

Share of Profits from Associates: ₹67.33 crore

Share of Profits from Joint Venture: Not specified

Profit after tax (PAT) attributable to owners: ₹636.19 crore (33.9% YoY increase from ₹475.21 crore)

Other Comprehensive Income: ₹417.01 crore

Total Comprehensive Income: ₹1,053.20 crore

EPS (Basic & diluted): Not specified for consolidated

Financial Position Ratios (Standalone):

Debt Equity Ratio: 4.17 (improved from 4.30 in Mar 2026)

Networth: ₹13,595.64 crore

Total Debts to Total Assets: 79.59%

Operating Margin: 53.19%

Net profit margin: 25.13%

Sector Specific Ratios:

Gross Stage 3 Loans: 1.71% (improved from 1.91% YoY)

Net Stage 3 Loans: 0.88% (improved from 1.08% YoY)

Capital Adequacy Ratio: 18.49%

Segment-wise Performance [in ₹ crores]:

Consolidated Segment Revenue:

  • Asset Financing: ₹2,454.85 crore (12.7% YoY growth)
  • Others: ₹189.99 crore (11.0% YoY growth)

Total: ₹2,644.84 crore

Less: Inter Segment Revenue: ₹0.71 crore

Segment Results:

  • Asset Financing: ₹702.91 crore (34.6% YoY growth)
  • Others: ₹66.64 crore (0.7% YoY growth)

Total: ₹769.55 crore

Capital Employed (Consolidated):

Segment assets: ₹87,662.28 crore

  • Asset Financing: ₹84,800.22 crore
  • Others: ₹2,862.06 crore

Unallocable corporate assets: ₹1,466.03 crore

Total Assets: ₹89,128.31 crore

Corporate Actions:

No dividend declarations, share splits, bonus issues, or buybacks mentioned in this filing.

Fundraising and Utilization:

The company raised funds through private placement of Non-Convertible Debentures:

  • ₹1,260.00 crore on 15-Jun-2026 (ISIN: INE660A07SE4) - utilized ₹1,263.13 crore
  • ₹750.00 crore on 30-Jun-2026 (ISIN: INE660A07RN7) - utilized ₹802.69 crore

Total funds raised: ₹2,010.00 crore

Total utilized: ₹2,065.82 crore

Certification confirmed no deviation in use of proceeds compared to objects of issue.

Asset Cover Certificate:

As of 30th June 2026, the book value of assets provided as security for Secured Listed Debt Securities (Non-Convertible Debentures) amounted to ₹20,578.88 Crores.

The company complied with covenant requirements and maintained adequate security cover.

Entities Included in Consolidation:

1. Sundaram Finance Limited (Parent Company)

2. Sundaram Home Finance Limited (Subsidiary)

3. Sundaram Asset Management Company Limited (Subsidiary)

4. Sundaram Trustee Company Limited (Subsidiary)

5. LGF Services Limited (Subsidiary)

6. Sundaram Fund Services Limited (Subsidiary)

7. Sundaram Asset Management Singapore Pte Limited (Step-Down Subsidiary)

8. Sundaram Alternate Assets Limited (Step-Down Subsidiary)

9. Royal Sundaram General Insurance Co. Limited (Joint Venture)

10. Sundaram Finance Employees Welfare Trust (Employee Welfare Trust)

Other Significant Information:

The figures for the quarter ended March 31, 2026 are balancing figures between audited figures for FY 2025-26 and published year-to-date figures up to the end of the third quarter.

Previous year's exceptional items: Impact of new Labour Codes amounting to ₹74.75 crores (standalone) and ₹75.61 crores (consolidated) for FY 2025-26.