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Name: Latest research reports of Bajaj Finserv Ltd. authored by KRChoksey and published by - Trendlyne research reports.
Item: Bajaj Finserv Ltd.
Rating: 4
Author: KRChoksey

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Bajaj Finserv Ltd.

05 May 2025

2023.80

-0.59%

Bajaj Finserv Q4 FY25: Robust lending momentum offsets insurance volatility

Accumulate: Bajaj Finserv Ltd.

Recommendation Target

KRChoksey

Consolidated revenues for Q4FY25 stood at INR 3,65,952 Mn., reflecting a growth of 14.2% YoY (+14.2% QoQ), surpassing our estimates led by higher revenue from operations and higher premium income. Consolidated profit stood at INR 47,563 Mn., up 16.4% YoY (+7.8% QoQ). The cost-to-income ratio improved to 72.5% from 74.6% in Q4FY24. Net income was largely in-line with our estimates.

KRChoksey downgraded Bajaj Finserv Ltd. to Accumulate with a price target of 2133.0 on 05 May, 2025.

Kotak Mahindra Bank Ltd.

05 May 2025

2074.70

0.03%

FY25 witnessed sustains growth momentum amid strategic shift, and credit headwinds

Accumulate: Kotak Mahindra Bank Ltd.

Target

KRChoksey

Net Interest Income for Q4FY25 stood at INR 72,836 Mn., up 5.4% YoY (+1.2% QoQ), below our estimates by 1.2% led by lower-than-expected growth in advances. PPOP came in at INR 54,722 Mn., up 0.2% YoY (+5.7% QoQ). Adjusted PAT stood at INR 35,517 Mn., down 14.1% YoY (+7.5% QoQ), in-line with our estimates, despite the provisions being higher (~30%) than our estimate led by lower taxes.

KRChoksey increased Accumulate price target of Kotak Mahindra Bank Ltd. to 2352.0 on 05 May, 2025.

Bajaj Finance Ltd.

05 May 2025

8912.50

1.31%

Robust AUM expansion, stable margins, and cost control define a resilient performance in FY25

Accumulate: Bajaj Finance Ltd.

Recommendation Target

KRChoksey

NII for Q4FY25 grew 22.4% YoY (+4.5% QoQ) to INR 98,072 Mn., which was below our estimates by 3.4%. PPOP stood at INR 79,675 Mn., up 24.3% YoY (+2.1% QoQ), which was below our estimates by 6.0%, led by weaker NII growth and higher other opex. PAT stood at INR 45,456 Mn., up 18.9% YoY (+5.5% QoQ), below our estimates led by higher provisions.

Bajaj Finance Ltd. has an average target of 9228.45 from 12 brokers.

Cholamandalam Investment & Finance Company Ltd.

05 May 2025

1572.70

2.75%

Strong disbursement growth and stable asset quality drive performance

Accumulate: Cholamandalam Investment &...

Recommendation Target

KRChoksey

Net Interest Income (NII) for Q4FY25 stood at INR 30,557 Mn., up 29.8% YoY (+5.8% QoQ), led by strong business momentum and improved yields on loans. NII surpassed our estimates by 1.1%.
PPOP came in at INR 23,315 Mn., up 43.2% YoY (+9.6% QoQ). PPOP surpassed our estimates by 12.6%, led by slower growth in employee expense, while sequential decline in other operating expenses. PAT stood at INR 12,667 Mn., up 19.7% YoY (+16.6% QoQ).