Bajaj Finance Ltd. News and Updates

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

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

Bajaj Finance Ltd.

04 Oct 2025

1042.80

-0.90%

Bajaj Finance Q2 update: AUM grows 24% YoY, deposit book surges over 5%

Economic Times

Bajaj Finance delivered a robust operational performance in Q2 FY26, with Assets Under Management surging 24% year-on-year to Rs 4,62,250 crore. The company expanded its customer base to 110.64 million, adding over 4 million new customers, while new loan bookings jumped 26%. This strong growth follows a 22% profit increase in Q1, underscoring consistent financial strength and retail traction.

Bajaj Finance Ltd. has gained 20.77% in the last 6 Months

Bajaj Finance Ltd.

25 Sep 2025

1042.80

-0.90%

Steady growth with strong return ratios

Buy: Bajaj Finance Ltd.

Target

Sharekhan

BAF’s AUM is expected to grow at 25% (CAGR) for FY25-FY27, driven by favorable government reforms, such as the reduction in GST on auto and consumer durables, which is expected to drive demand.

Bajaj Finance Ltd. is trading above all available SMAs

Bajaj Finance Ltd.

23 Sep 2025

1042.80

-0.90%

Bajaj Finance Jumps 45% In 2025 But Is The Best Already Over?

NDTV Profit

Between 2015 and 2025, Bajaj Finance's stock rose from Rs 60 to Rs 1,006, a compounded annual growth rate of 33%.

Bajaj Finance Ltd. is trading above all available SMAs

Bajaj Finance Ltd.

15 Sep 2025

1042.80

-0.90%

Bajaj Finance stock fully priced amid some challenges and opportunities

Business Standard

Bajaj Finance posted robust Q1 FY26 AUM growth and efficiency gains but higher credit costs, MSME stress and regulatory risks suggest the stock is fully priced

Bajaj Finance Ltd. has gained 20.77% in the last 6 Months

Bajaj Finance Ltd.

15 Sep 2025

1042.80

-0.90%

Top gainers & losers today, 15 September: Bajaj Finance, Eternal among top gainers; M&M, Asian Paints decline

Business Line

Markets slip: IT and pharma drag indices lower as winning streak ends

Bajaj Finance Ltd. has gained 20.77% in the last 6 Months

Bajaj Finance Ltd.

14 Sep 2025

1042.80

-0.90%

Mcap of eight of top-10 most valued firms jumps by Rs 1.69 lakh cr; Bajaj Finance biggest gainer

Business Line

The market valuation of Bajaj Finance jumped 40,788.38 crore to 6,24,239.65 crore

Bajaj Finance Ltd. is trading above all available SMAs

Bajaj Finance Ltd.

12 Sep 2025

1042.80

-0.90%

Broker's call: Bajaj Finance (Buy)

Business Line

JM Financial

Bajaj Finance Ltd. has gained 51.35% in the last 1 Year

Bajaj Finance Ltd.

11 Sep 2025

1042.80

-0.90%

Bajaj Finance rallies 11% in 2 weeks; JM Financial sees more upside

Business Standard

JM Financial maintains 'Buy' rating on Bajaj Finance with revised target price of 1,060, as it expect pressure on yields due to movement in secured segments to be offset by decline in cost of funds

Bajaj Finance Ltd. has gained 51.35% in the last 1 Year

Bajaj Finance Ltd.

07 Sep 2025

1042.80

-0.90%

Mcap of 7 of top-10 most-valued firms jumps Rs 1 lakh cr; Bajaj Finance, Reliance major gainers

Economic Times

The combined market valuation of seven of the top-10 most valued firms jumped Rs 1,06,250.95 crore last week, with Bajaj Finance and Reliance Industries emerging as the biggest gainers, in line with an optimistic trend in equities.

Bajaj Finance Ltd. is trading above all available SMAs

Bajaj Finance Ltd.

05 Sep 2025

1042.80

-0.90%

Core earnings stood strong; profitability was impacted by emerging stress in unsecured portfolios

Accumulate: Bajaj Finance Ltd.

Deven Choksey

We have revised our FY26E/FY27E Adj. Book Value estimate by -1.0%/0.2%, respectively, as we factor in higher AUM growth led by proposed GST rate cuts and higher provisioning on account of elevated stress in the unsecured lending portfolio.