Cholamandalam Financial Holdings Limited announced the outcome of its Board of Directors meeting held on February 9, 2026, where the Board approved unaudited financial results for the quarter and nine months ended December 31, 2025. The company also addressed a significant corporate governance matter regarding promoter reclassification.

Board Meeting Outcomes

The Board meeting, which commenced at 12:00 PM and concluded at 2:20 PM, addressed two key agenda items. The directors approved the unaudited standalone and consolidated financial results as prescribed under Regulation 33 of the Listing Regulations, with statutory auditors M/s. R.G.N. Price & Co. providing their limited review report.

Consolidated Financial Performance

The company delivered strong consolidated results for Q3FY26. Total consolidated income reached ₹10,084.12 crores compared to ₹8,592.98 crores in the corresponding quarter of the previous year, representing growth of 17.36%. Consolidated PAT for the quarter was ₹1,385.82 crores against ₹1,092.90 crores, marking a growth of 26.81%.

For the nine months period ended December 31, 2025, consolidated total income grew to ₹29,056.27 crores from ₹24,450.56 crores, marking an 18.84% increase. Consolidated PAT for the nine months reached ₹3,859.63 crores compared to ₹3,377.70 crores, registering growth of 14.27%.

Subsidiary Performance

Cholamandalam Investment & Finance Company Limited (CIFCL)

CIFCL, with the company holding approximately 44.18% stake, achieved disbursements of ₹29,962 crores in Q3FY26 compared to ₹25,806 crores in Q3FY25. The subsidiary demonstrated robust performance across key metrics.

Cholamandalam MS General Insurance Company Limited (CMSGICL)

The insurance subsidiary, with the company holding about 60% stake, registered gross written premium of ₹2,361 crores in Q3FY26 against ₹2,175 crores in Q3FY25, showing growth of 8.55%. PAT under Ind AS for the quarter was ₹93 crores compared to ₹2 crores in Q3FY25, with the increase primarily attributed to mark-to-market movements of fair value of equity instruments.

Corporate Governance Development

The Board considered and approved a reclassification request from Algavista Greentech Private Limited, seeking to move from the 'Promoter and Promoter Group' category to 'Public Shareholder' category. This approval is subject to obtaining No Objection Certificate from the stock exchanges in accordance with Regulation 31A of the Listing Regulations.

Segment Performance Analysis

The consolidated results reflect strong performance across the company's three main business segments. The financing segment generated revenue of ₹7,898.21 crores in Q3FY26 with profit before tax of ₹1,735.14 crores, while the insurance segment achieved revenue of ₹2,149.26 crores with profit before tax of ₹123.81 crores.

The company continues to maintain its position as a leading financial services conglomerate, with diversified business interests spanning financing, insurance, and other financial services, demonstrating resilience and growth potential across market cycles.

Cholamandalam Financial Holdings Ltd. witnessed significant trading activity on the National Stock Exchange (NSE) through a substantial block trade transaction. The financial services company recorded institutional investor activity that highlights continued market interest in the stock.

Block Trade Details

The NSE block trade demonstrated considerable institutional participation in Cholamandalam Financial Holdings shares. The transaction details reflect the scale of investor engagement in the financial services sector.

Market Significance

Block trades represent large-volume transactions typically executed by institutional investors, mutual funds, or other significant market participants. These transactions are conducted outside the regular market to minimize price impact and ensure efficient execution of substantial orders. The transaction value of ₹17.17 crores indicates meaningful institutional activity in Cholamandalam Financial Holdings.

The execution price of ₹1,709.10 per share provides insight into the valuation at which institutional investors are willing to transact in the company's stock. Such block trades often reflect portfolio rebalancing, strategic investments, or divestment activities by large financial institutions.

Transaction Overview

The block trade involving approximately 100,472 shares represents a significant volume of trading activity for the financial services company. Block trades are typically pre-negotiated transactions that allow large investors to buy or sell substantial quantities without affecting the stock's market price through regular trading channels.

This institutional transaction demonstrates continued investor interest in Cholamandalam Financial Holdings and reflects the company's position within the financial services sector. The substantial transaction value underscores the scale of institutional participation in the stock.