Cholamandalam Finance target 2026: ₹1,212–1,870

What moved the stock on 04 May 2026

Cholamandalam-linked finance names were in focus on 04 May 2026, with sharp price action and fresh brokerage commentary. In BSE data shared for Cholamandalam Financial Holdings Ltd., the stock was reported up 8.56% from its previous close of ₹1,556.10. The last traded price mentioned was ₹1,689.30.

Separately, coverage around Cholamandalam Investment and Finance Company (NSE: CHOLAFIN) highlighted both near-term price moves and updated target prices from brokerages and analyst models. The updates matter because they bring together what the market is paying today, what analysts expect over the next 12 months, and which triggers are being watched around upcoming results and guidance.

BSE market depth snapshot (BSE: 04 May 2026)

The BSE market depth shared shows buy interest clustered in the ₹1,635 to ₹1,638 zone, while sell quotes were visible between ₹1,642 and ₹1,648.

CHOLAFIN: intraday rise as MOFSL keeps ‘Buy’

A separate market update reported Cholamandalam Investment and Finance Company gaining 3%, hitting an intraday high of ₹1,596.9 on the NSE in an upbeat broader market. Around 09:45 AM, the stock was reported at ₹1,585.70, up 2.26% from the previous close of ₹1,550.60.

Motilal Oswal Financial Services (MOFSL) maintained its ‘Buy’ rating, citing that the company is emerging from a cyclical slowdown with recovery in growth momentum and early signs of improvement in asset quality.

MOFSL target and the growth metrics it highlighted

MOFSL set a target price of ₹1,870 on the stock, based on 3.6x March 2028E BVPS. The note said this target implies an upside of nearly 21% from the previous session close referenced in the update.

MOFSL also laid out multi-year operating expectations: it expects AUM CAGR of around 21% and PAT CAGR of about 26% over FY26–FY28. It further projected RoA/RoE of 2.7%/20.0% by FY28.

Analyst consensus range for 2026: ₹1,212–₹1,387 (from CMP ₹1,057)

Another set of details in the provided material presented a “Cholamandalam Finance share price target 2026” consensus range of ₹1,212–₹1,387. The range was framed as implying 15–31% upside from a current market price (CMP) of ₹1,057.

The same section described Q4 FY26 results (April–May 2026) and FY27 guidance as the near-term trigger for any re-rating towards that consensus band.

Key levels and reference points shared

The reference table provided for CHOLAFIN listed a 52-week high of ₹1,462 and a 52-week low of ₹887, with CMP shown as ₹1,057 in that section. It also stated that the first resistance towards the recovery target was ₹1,212, while support was highlighted near ₹887.

The material also mentioned a risk-management framing: an entry near support with a stop-loss 8–10% below entry. This is a strategy note from the source content, not a guarantee of outcomes.

Broker views and targets mentioned across the material

Multiple brokerages were listed with their stated rating, target, and a brief rationale. MOFSL’s view was explicitly “Buy” with a numeric target. Other broker entries included Buy/Add/Neutral with targets around the low-to-mid ₹1,200s in the table provided.

Scenario framework: bull, base, bear

A scenario table in the content mapped potential outcomes to triggers:

• Bull case: ₹1,387 (probability marked Medium) with triggers listed as FY27 earnings beat, FII re-entry, and sector re-rating.
• Base case: ₹1,212–₹1,387 (probability marked High) tied to in-line FY27 earnings and stable macro.
• Bear case: ₹887 zone (probability marked Low) linked to a guidance cut and prolonged FII selling.

Another model view: fair value and “premium” claim

One section stated CHOLAFIN is trading at a 433% premium, alongside figures showing Price ₹1,717.10 and Fair Value ₹8,799.33, with “Uncertainty: Medium”. These numbers were presented as part of a separate fair value style framework and should be read as model outputs from the source material, not as market consensus.

The same stream also referenced an upcoming board meeting scheduled to consider and approve unaudited standalone and consolidated financial results for the quarter ended 30 June 2025.

Summary table: price points and targets cited

What to watch next

The material repeatedly points to Q4 FY26 results (April–May 2026) and FY27 guidance as the next major checkpoints for the stock’s valuation narrative. Separate scheduled corporate actions, including a referenced board meeting for results approval, also remain on the calendar.

Investors typically track whether reported growth and asset quality trends align with the multi-year assumptions cited by brokerages, because those assumptions are directly tied to the targets and valuation multiples referenced in the notes.

Conclusion

Across the updates, CHOLAFIN had both near-term momentum (a reported 2–3% rise intraday) and a wide spread of targets, from the ₹1,212–₹1,387 consensus band (from CMP ₹1,057) to MOFSL’s ₹1,870. The immediate focus in the provided material is on upcoming results and guidance, with key reference levels highlighted around ₹1,212 (resistance/target zone) and ₹887 (support zone).