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Finance - NBFC · Micro cap

CSL Finance's AUM rises 15% in June quarter; liquidity at ₹175 cr

The NBFC's update shows steady growth with ₹60 cr raised via NCDs. Numbers are in line with its trajectory, with no earnings surprise or price-sensitive trigger.

2 earlier stories on CSL Finance Ltd.
Mkt cap₹513 cr
P/E5.96×
ROE13.31%
Debt / eq.1.28
Div yld4.38%
15% Year-on-year AUM growth to ₹1,510 crore

What's new

  • AUM hit ₹1,510 cr, up 15% YoY.
  • Raised ₹60 cr via NCDs; sanctioned ₹150 cr programme with ₹60 cr drawn.
  • Disbursed ₹320 cr in new loans, collected ₹290 cr, net surplus ₹175 cr.

Why this matters

For a micro-cap NBFC (market cap ₹513 cr), the update confirms steady traction but no catalyst. The capital adequacy ratio of 44% is a strong buffer, but an operational update alone won't shift the stock's trajectory.

What we're watching

  • Drawdown of the remaining ₹90 cr in the NCD programme.
  • Loan book growth vs. collection trends in subsequent quarters.
  • Management stability after the treasury head's resignation.

The full read

CSL Finance's provisional update for the June 2026 quarter confirms steady, unspectacular growth. AUM rose 15% to ₹1,510 crore, and the NBFC raised ₹60 crore through NCDs while securing a ₹150 crore programme, with ₹60 crore already drawn. Disbursements of ₹320 crore outpaced collections of ₹290 crore, leaving a liquidity surplus of ₹175 crore including undrawn sanctions. The capital adequacy ratio of 44% is a comfortable buffer. For a micro-cap NBFC with a market cap of ₹513 crore and a trailing P/E of 6, this is a routine operational snapshot. It lacks a profit warning or earnings beat. It is neither a trigger nor a red flag.

Questions answered

How much did CSL Finance's AUM grow in the June 2026 quarter?
Assets under management rose 15% year-on-year to approximately ₹1,510 crore, as per the provisional operational update.
What is the company's capital adequacy ratio?
The capital adequacy ratio stood at 44%, which is well above regulatory requirements and provides a solid safety cushion.
How much liquidity does CSL Finance hold?
The company reported a liquidity surplus of about ₹175 crore, including undrawn NCD sanctions, after net loan disbursements of ₹30 crore in the quarter.
What borrowings did the company secure?
CSL raised ₹60 crore via non-convertible debentures, got an additional ₹50 crore sanction from an existing lender, and signed a term sheet for a ₹150 crore NCD programme of which ₹60 crore was drawn.
Why is this update considered routine?
The numbers align with the company's existing trajectory and lack any unexpected earnings surprise, profit warning, or other material price-sensitive event.
What is the branch and employee strength?
The company operates through 37 main branches and 25 spoke locations with a team of 455 employees.
Mentioned: ₹1,510 cr AUM · ₹60 cr NCD · ₹150 cr NCD programme
Primary source BSE · NSE · Tijori

An independent reading of the company's own disclosure — the primary filing above is the final word.

Company snapshot

CSL Finance Ltd.

NBFC
₹515 cr
P/E 5.98×

Latest quarter · Mar 2026

Total income₹69 cr
Net profit₹19 cr
Net margin+28.2%
EPS₹8.63

Leverage & growth

Debt / equity1.28×
Sales CAGR+19.1%
EPS CAGR+9.7%
  1. 1 Jul 2026 · 2:31 PM IST CSL Finance's AUM rises 15% in June quarter; liquidity at ₹175 cr
  2. 3d ago CSL Finance loses treasury head as Atul Agrawal resigns
  3. 41d ago CSL Finance declares ₹10 dividend, including a special ₹7 payout on ₹86 cr profit