Shriram Finance Ltd What management may address today

$SHRIRAMFIN Investors are likely to focus on loan growth, borrowing costs, margins, asset quality, gold-loan expansion and the outlook for credit demand. Recent commentary has also flagged the need to monitor asset-quality trends despite the strong profit growth. The earnings momentum is strong, with profit and NII growing much faster than AUM. Today’s investor meeting may provide useful guidance on whether this growth is sustainable and how management views credit costs and asset quality.