Bajaj Finance News and Updates

Name: Latest research reports of Bajaj Finance Ltd. authored by ICICI Direct and published by - Trendlyne research reports.
Item: Bajaj Finance Ltd.
Rating: 3
Author: ICICI Direct

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

Bajaj Finance Ltd.

08 Dec 2025, 02:04PM

1019.20

-0.70%

'Hold' Bajaj Finance Shares Says ICICI Securities, Projects >20% Growth, RoE Amid Strategic Focus

NDTV Profit

While ICICI Securities acknowledges Bajaj Finance's strong execution track record and structural growth drivers, it flags limited near-term valuation upside.

Bajaj Finance has gained 48.78% in the last 1 Year

Bajaj Finance Ltd.

02 Dec 2025

1019.20

-0.70%

Bajaj Finance To Inox Wind: Here Are Axis Securities' Top Picks For December 2025

NDTV Profit

Axis Securities has identified 15 stocks across sectors as top picks for December 2025. These include financial heavyweights, consumer names, and high-growth mid- and small-cap plays.

Bajaj Finance Ltd.'s price crossed below 50Day SMA today

Bajaj Finance Ltd.

12 Nov 2025

1019.20

-0.70%

Bajaj Finance shares decline amidst slowing loan demand signals

Economic Times

Bajaj Finance and Bajaj Finserv shares saw a significant drop on Tuesday. This decline followed the company's guidance indicating a potential slowdown in loan demand. Despite a strong second-quarter performance, this outlook overshadowed positive results. Analysts suggest the stock may be nearing its fair value. The market is watching for further developments in the coming sessions.

Bajaj Finance Ltd.'s price crossed below 30Day SMA today

Lower growth guidance and MSME loan stress weigh on Bajaj Finance

Business Standard | 11 Nov 2025 7 more

Bajaj Finance Ltd.

12 Nov 2025

1019.20

-0.70%

Bajaj Finance

Hold: Bajaj Finance Ltd.

ICICI Direct

delivered consistent robust growth with consolidated AUM touching ~4.62 lakh crore. Harnessing its large franchise base digitally offers a huge opportunity. Q2FY26 performance: Bajaj Finance reported a stable Q2FY26 performance with strong AUM (consolidated) growth of 24% YoY to 4,62,261 crore, driven by 1.21 crore new loans (up 26% YoY) and a customer addition of 41.3 lakh, taking the franchise to 11.1 crore. Net Interest Income rose 22% YoY to 10,785 crore, supported by 27-bps QoQ decline in cost of funds to 7.52%. Consolidated PAT grew 22% YoY to 4,948 crore, translating to healthy RoA of 4.5% and RoE of 19.1%....

Bajaj Finance Ltd. is trading above its 200 day SMA of 937.7

Bajaj Finance Ltd.

12 Nov 2025

1019.20

-0.70%

Result Update

Hold: Bajaj Finance Ltd.

Target

Deven Choksey

In Q2 FY26, Bajaj Finance continued to demonstrate robust business growth.
The company booked 12.2 million new loans during the quarter, up 26% from 9.7 million in Q2 FY25. The customer franchise expanded to 110.6 million as of 30 September 2025, compared to 92.1 million a year earlier, marking a 20% increase, with an addition of 4.13 million customers during the quarter.

Bajaj Finance Ltd. is trading below its 30 day SMA of 1032.1

Bajaj Finance Ltd.

11 Nov 2025

1019.20

-0.70%

Bajaj Finance (BAF IN) Q2FY26 Result Update Lower...

Hold: Bajaj Finance Ltd.

Target

Prabhudas Lilladhar

Bajaj Finance Ltd. has an average target of 1082.86 from 11 brokers.

Bajaj Finance Ltd.

11 Nov 2025

1019.20

-0.70%

Elevated H1FY26 credit cost, FY26 guidance unchanged at 185–195bps

Hold: Bajaj Finance Ltd.

ICICI Securities Limited

Bajaj Finance (Bajaj)’s Q2FY26 financial performance was impacted by elevated credit cost in MSME and captive 2W/3W loan segments. 2W’s share of captive stands at 1.5% of total AUM; however, it contributes 9% to total credit during Q2FY26.