Bajaj Finance News, Corporate filings and Earnings/Conference Calls

Name: Latest research reports of Bajaj Finance Ltd. authored by Axis Direct and published by - Trendlyne research reports.
Item: Bajaj Finance Ltd.
Rating: 5
Author: Axis Direct

Keep track of all breaking news and updates on Bajaj Finance from all sources in a single place.

Bajaj Finance Ltd.

30 Apr 2026, 05:26PM

937.00

0.75%

Higher growth, asset quality boost keep analysts bullish on Bajaj Finance

Business Standard

Strong growth, improving asset quality, and falling credit costs keep analysts bullish on Bajaj Finance despite selective portfolio pruning and macro risks

Axis Direct increased Buy price target of Bajaj Finance Ltd. to 1160.0 on 30 Apr, 2026.

Bajaj Finance shares gain 5% after Q4 results despite weak market

Business Line | 30 Apr 2026, 10:18AM 5 more

Bajaj Finance Ltd.

30 Apr 2026, 09:32AM

937.00

0.75%

Bajaj Finance shares jump 4% after strong Q4 results. Why Jefferies, Morgan Stanley and others are bullish

Economic Times

Bajaj Finance shares rose up to 4.2% after the company reported a 22% YoY jump in Q4 net profit to Rs 5,553 crore. AUM crossed Rs 5 lakh crore, growing 22%, while quarterly AUM addition stood at Rs 25,498 crore. Strong momentum was driven by robust loan growth, with 12.89 million loans booked and customer base rising 17% to 119.33 million.

Bajaj Finance Ltd. has an average target of 1093.22 from 9 brokers.

Bajaj Finance Q4 net rises 22%, AUM crosses Rs 5 lakh crore

Economic Times | 30 Apr 2026, 05:38AM 1 more

Bajaj Finance Ltd.

30 Apr 2026, 12:00AM

937.00

0.75%

Result Update:Bajaj Finance

Buy: Bajaj Finance Ltd.

Target

Axis Direct

We maintain our BUY recommendation on the stock.

Axis Direct increased Buy price target of Bajaj Finance Ltd. to 1160.0 on 30 Apr, 2026.

Bajaj Finance Ltd.

30 Apr 2026, 12:00AM

937.00

0.75%

Bajaj Finance (BUY): Healthy growth outlook

Buy: Bajaj Finance Ltd.

Target

BOB Capital Markets Ltd.

AUM growth guidance of 22-24% in FY27, aided by the growth in gold loans, CV/tractor finance, normalisation of MSME growth

Axis Direct increased Buy price target of Bajaj Finance Ltd. to 1160.0 on 30 Apr, 2026.

Bajaj Finance Ltd.

30 Apr 2026, 12:00AM

937.00

0.75%

Bajaj Finance (BAF IN) Q4FY26 Result Update Healthy growth outlook with improving credit cost Upgrade to BUY'

Buy: Bajaj Finance Ltd.

Recommendation Target

Prabhudas Lilladhar

NIM compression expected as bond yields harden Credit cost outlook positive for FY27E at 1.45-1.60% AUM grew 22% YoY to INR 5,099.8bn led by strong growth in mortgages, sales finance and B2C loans. Company is witnessing sustained traction in new verticals (Cars, Gold, MFI) and new customer addition (~15-17mn in FY27); we build an AUM growth of 23%/22% in FY27/FY28E. Expect FY27 NIM to moderate as hardening of bond yields is likely to impact CoF. Asset quality ratios saw improvement across segments while credit cost improved in Q4 (1.65%) supported by a healthy trend in vintage credit...

Bajaj Finance Ltd. is trading below its 100 day SMA of 949.1

Bajaj Finance Ltd.

30 Apr 2026, 12:00AM

937.00

0.75%

Bajaj Finance

Buy: Bajaj Finance Ltd.

ICICI Direct

delivered consistent robust growth with consolidated AUM touching ~5.09 lakh crore. Harnessing its large franchise base digitally offers a huge opportunity. Q4FY26 performance: Bajaj Finance reported steady Q4FY26 performance, with consolidated AUM rising 22% YoY to 5,09,975 crore, and customer franchise of 11.93 crore. NIMs remained broadly stable, supported by a 4bps sequential decline in cost of funds to 7.41%. Consolidated PAT stood at 5,553 crore (5,660 crore pre-one-offs), reflecting ~27% YoY growth, aided by strong operating leverage despite an additional ECL overlay of 142 crore. Asset quality remained...

Axis Direct increased Buy price target of Bajaj Finance Ltd. to 1160.0 on 30 Apr, 2026.

Bajaj Finance Ltd.

29 Apr 2026, 07:23PM

937.00

0.75%

Bajaj Finance Results Earnings Call for Q4FY26 & Full Year

Conference Call with Bajaj Finance Ltd. Management and Analysts on Q4FY26 & Full Year Performance and Outlook. Listen to the full earnings transcript.

audio

Bajaj Finance Ltd.

29 Apr 2026, 06:01PM

937.00

0.75%

Company Update

Bajaj Finance Ltd - 500034 - Re-Appointment Of Independent Director

BSE India

Re-appointment of Independent Director

pdf

Bajaj Finance Ltd.

29 Apr 2026, 05:38PM

937.00

0.75%

Company Update

Bajaj Finance Ltd - 500034 - Announcement Under Regulation 30 - Raising Of Funds

BSE India

The Board of Directors of the Company, at its meeting held today i.e. 29 April 2026, approved raising of funds, inter-alia, by debt instruments including non-convertible debentures (either Indian Currency/Foreign Currency), as part of the proposed increase in overall borrowing limit, pursuant to Section 180(1)(c) of the Companies Act, 2013, from Rs. 3,75,000 crore to Rs. 5,50,000 crore, subject to approval of shareholders, at the Annual General Meeting.

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