Bajaj Finance: Expects 26-27% AUM Growth and to Gain 18-20 Million Customers for FY'27

 21 Oct 2026 08:59 AM

Bajaj Finance: Expects 26-27% AUM Growth and to Gain 18-20 Million Customers for FY'27

Bajaj Finance: Expects Slight Margin Reductions This Year, Projecting A 10-15 Basis Points Decrease Due To Potential Rate Hikes. The Company Plans To Have Nearly 2,800 Standalone Gold Loan Branches By Year-End And Aims To Launch 118 Agentic Applications With 600 Agents.

 21 Oct 2026 09:00 AM

Bajaj Finance: Expects Slight Margin Reductions This Year, Projecting A 10-15 Basis Points Decrease Due To Potential Rate Hikes. The Company Plans To Have Nearly 2,800 Standalone Gold Loan Branches By Year-End And Aims To Launch 118 Agentic Applications With 600 Agents.

Bajaj Finance: Sets Profit Growth Target of 22-25% and Return on Equity of 19-21%, Sticking to Plans Despite Challenges.

 21 Oct 2026 09:00 AM

Bajaj Finance: Sets Profit Growth Target of 22-25% and Return on Equity of 19-21%, Sticking to Plans Despite Challenges.

Bajaj Finance: HSBC on Bajaj Finance Maintains Buy, Target Price ₹1,270; segment-leading performance continues, with MSME loan growth expected to revive; management has levers to offset potential revenue headwinds and protect FY28–29 ROA/ROE, while a potential capital raise could support growth and profitability.

 21 Oct 2026 08:48 AM

Bajaj Finance: HSBC on Bajaj Finance Maintains Buy, Target Price ₹1,270; segment-leading performance continues, with MSME loan growth expected to revive; management has levers to offset potential revenue headwinds and protect FY28–29 ROA/ROE, while a potential capital raise could support growth and profitability.

Bajaj Finance: Nomura on Bajaj Finance Maintains Buy, Target Price ₹1,270; Q2FY27 profit was in line, while FY27 loan growth guidance rose to 26–27%; expects credit costs in H2 to match H1, flags marginal NIM pressure from rising rates, trims EPS estimates by 2–3% and forecasts FY28–29 ROA/ROE of 4.2%/19.9%.

 21 Oct 2026 08:48 AM

Bajaj Finance: Nomura on Bajaj Finance Maintains Buy, Target Price ₹1,270; Q2FY27 profit was in line, while FY27 loan growth guidance rose to 26–27%; expects credit costs in H2 to match H1, flags marginal NIM pressure from rising rates, trims EPS estimates by 2–3% and forecasts FY28–29 ROA/ROE of 4.2%/19.9%.

Bajaj Finance: JPMorgan on Bajaj Finance Maintains Overweight, Target Price ₹1,260; Q2 NII rose 24% YoY to ₹133.3bn and PAT increased 29% to ₹62.7bn, both in line with estimates; higher FY27 loan growth guidance of 26–27%, benign asset quality and AI-led operating leverage support its best-in-class earnings compounder view and projected 21% FY27–29 earnings CAGR.

 21 Oct 2026 08:48 AM

Bajaj Finance: JPMorgan on Bajaj Finance Maintains Overweight, Target Price ₹1,260; Q2 NII rose 24% YoY to ₹133.3bn and PAT increased 29% to ₹62.7bn, both in line with estimates; higher FY27 loan growth guidance of 26–27%, benign asset quality and AI-led operating leverage support its best-in-class earnings compounder view and projected 21% FY27–29 earnings CAGR.

Bajaj Finance: CLSA on Bajaj Finance Maintains Outperform, Target Price ₹1,300; Q2FY27 PBT was in line and 4% above estimates after adjusting for a ₹3.4bn macro provision; AUM growth accelerated to 26% YoY and FY27 guidance rose to 26–27%, while net slippage improved 110bps YoY; rate hikes may pressure margins, and equity capital is being raised to fund growth and manage leverage above 5x.

 21 Oct 2026 08:48 AM

Bajaj Finance: CLSA on Bajaj Finance Maintains Outperform, Target Price ₹1,300; Q2FY27 PBT was in line and 4% above estimates after adjusting for a ₹3.4bn macro provision; AUM growth accelerated to 26% YoY and FY27 guidance rose to 26–27%, while net slippage improved 110bps YoY; rate hikes may pressure margins, and equity capital is being raised to fund growth and manage leverage above 5x.

BAJFINANCE: Q2 GNPA 1.33% VS 0.96% (QOQ); Q2 NNPA 0.53% VS 0.39% (QOQ)

 19 Oct 2026 05:33 PM

BAJFINANCE: Q2 GNPA 1.33% VS 0.96% (QOQ); Q2 NNPA 0.53% VS 0.39% (QOQ)

BAJFINANCE: Q2 CONS NET PROFIT 62.66B RUPEES VS 48.75B (YOY); EST 64B

 19 Oct 2026 05:28 PM

BAJFINANCE: Q2 CONS NET PROFIT 62.66B RUPEES VS 48.75B (YOY); EST 64B

BAJFINANCE: Q2 REVENUE 245.5B RUPEES VS 200B (YOY)

 19 Oct 2026 05:28 PM

BAJFINANCE: Q2 REVENUE 245.5B RUPEES VS 200B (YOY)

Bajaj Finance: Jefferies on Bajaj Finance Maintains Buy with Target Price of ₹1,280 as manageable 4.9x leverage, 21% ROE and 23% loan-growth CAGR support growth, while a potential capital raise of around ₹150 billion could lift FY28 EPS by 1% and BVPS by 7%, partly offset by marginal ROE dilution.

 24 Sep 2026 08:53 AM

Bajaj Finance: Jefferies on Bajaj Finance Maintains Buy with Target Price of ₹1,280 as manageable 4.9x leverage, 21% ROE and 23% loan-growth CAGR support growth, while a potential capital raise of around ₹150 billion could lift FY28 EPS by 1% and BVPS by 7%, partly offset by marginal ROE dilution.

Bajaj Finance: Board Plans Meeting on October 1 to Discuss Fundraising Through Preferential Issue or QIP

 23 Sep 2026 08:38 PM

Bajaj Finance: Board Plans Meeting on October 1 to Discuss Fundraising Through Preferential Issue or QIP

Bajaj Finance: UBS on Bajaj Finance Upgrades to Neutral from Sell with Target Price of ₹1,100 as India enters a stronger unsecured credit cycle led by personal loans, supported by healthy asset quality, abundant liquidity and rising lender risk appetite, with yield-accretive growth driving cyclical EPS upgrades despite demanding valuation.

 23 Sep 2026 08:28 AM

Bajaj Finance: UBS on Bajaj Finance Upgrades to Neutral from Sell with Target Price of ₹1,100 as India enters a stronger unsecured credit cycle led by personal loans, supported by healthy asset quality, abundant liquidity and rising lender risk appetite, with yield-accretive growth driving cyclical EPS upgrades despite demanding valuation.

Bajaj Finance: Jefferies on Bajaj Finance Maintains Buy with Target Price of ₹1,280 as strong demand, asset quality and operating efficiencies should offset slightly lower NIMs, with management targeting 23% AUM CAGR and faster profit growth over the next decade.

 23 Sep 2026 08:29 AM

Bajaj Finance: Jefferies on Bajaj Finance Maintains Buy with Target Price of ₹1,280 as strong demand, asset quality and operating efficiencies should offset slightly lower NIMs, with management targeting 23% AUM CAGR and faster profit growth over the next decade.

Bajaj Finance: Co Acquires A 5% Stake In AI Video Platform Truefan, Deepening Its Partnership For Personalised Customer Videos And Digital Engagement. - Newspaper

 09 Sep 2026 09:08 AM

Bajaj Finance: Co Acquires A 5% Stake In AI Video Platform Truefan, Deepening Its Partnership For Personalised Customer Videos And Digital Engagement. - Newspaper

Bajaj Finance: Approves Fundraising Of ₹5000 Crore Through NCDs Via Private Placement

 27 Aug 2026 11:31 AM

Bajaj Finance: Approves Fundraising Of ₹5000 Crore Through NCDs Via Private Placement

Bajaj Finance: Co. Allots 500,000 NCDs Worth ₹5000 Cr Through Private Placement, With Coupon Rate At 8.15% Per Annum For A 3653-Day Term. - Correct

 27 Aug 2026 11:42 AM

Bajaj Finance: Co. Allots 500,000 NCDs Worth ₹5000 Cr Through Private Placement, With Coupon Rate At 8.15% Per Annum For A 3653-Day Term. - Correct

Bajaj Finance: Plans Meeting With Analysts And Investors On August 27

 26 Aug 2026 07:19 PM

Bajaj Finance: Plans Meeting With Analysts And Investors On August 27

Bajaj Finance: Nomura on Bajaj Finance Maintains Buy with Target Price of ₹1,270 as gold loan expansion, MSME recovery, 24–26% AUM growth and lower credit costs drive a FY27 earnings upgrade despite regulatory overhang.

 21 Aug 2026 09:11 AM

Bajaj Finance: Nomura on Bajaj Finance Maintains Buy with Target Price of ₹1,270 as gold loan expansion, MSME recovery, 24–26% AUM growth and lower credit costs drive a FY27 earnings upgrade despite regulatory overhang.

Bajaj Finance: Nomura on Bajaj Finance Buy, Target Price ₹1,270 (raised), citing 24–26% FY27F AUM growth despite competition/regulation, while elevated personal-loan competition and RBI clarity on “revolving credit” remain key risks; trades at 4.5x forward P/B.

 20 Aug 2026 08:38 AM

Bajaj Finance: Nomura on Bajaj Finance Buy, Target Price ₹1,270 (raised), citing 24–26% FY27F AUM growth despite competition/regulation, while elevated personal-loan competition and RBI clarity on “revolving credit” remain key risks; trades at 4.5x forward P/B.