NSE: BAJFINANCE | BSE: 500034

Momentum Trap

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969.45 19.20 (2.02%)

34.98% Gain from 52W Low

7.3M NSE+BSE Volume

NSE 19 Jan, 2026 3:31 PM (IST)

603,238.5

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Bajaj Finance Ltd. share price target and research reports

Latest analyst research reports with target prices and PDF download for BAJFINANCE, BSE:500034 Bajaj Finance Ltd.

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Bajaj Finance Ltd.

24 Dec 2025

969.45

2.02%

BAJAJ FINANCE LIMITED

Buy: Bajaj Finance Ltd.

Geojit BNP Paribas

BFL reported strong total income growth and profitability during the quarter, due to *over or under performance to benchmark index higher interest income and operational efficiency measures. The reduction in unsecured MSME loan volumes is a prudent move, which is expected to improve the company's loan loss metrics in the second half of the year and beyond. The recent GST rate revision has boosted customer sentiment, leading to increased consumption and a strong seasonal outlook. Additionally, the captive 2 and 3 wheeler business, which accounts for a significant portion of loan losses, is being...

Bajaj Finance has gained 34.98% in the last 1 Year

Bajaj Finance Ltd.

18 Dec 2025

969.45

2.02%

Bajaj Finance

Buy: Bajaj Finance Ltd.

Recommendation Target

ICICI Direct

Customer-centric transformation driving market share expansion: Bajaj Finance is accelerating its transition from product-centric to customercentric operations, pivoting to deepen customer engagement and increase wallet share. With an existing >10 crore customer base and a target of 2022 crore by FY30, the company plans to deepen engagement and grow product per customer from 6.05 to 6.5-7.5 in FY30. Expanded digital reach, AI-driven personalization and multi-channel distribution is expected to drive a 10x scale up in disbursements (800 crore to 8000 crore/month) with AUM projected to sustain >20% growth and PAT growing at 22-24% CAGR over H1FY26-30, supporting credit market share growth from 2.32%...

Bajaj Finance Ltd.'s price crossed above 200Day SMA today

Bajaj Finance Ltd.

07 Dec 2025

969.45

2.02%

Retail credit market share may improve to ~4% led by strategic priority towards customer centricity and AI-enabled process

Hold: Bajaj Finance Ltd.

ICICI Securities Limited

Bajaj Finance’s (BFL) FY26-30 strategic roadmap not only focuses on sustaining high growth but also emphasises on improving profitability.

Bajaj Finance Ltd. has an average target of 1107.25 from 10 brokers.

Bajaj Finance Ltd.

12 Nov 2025

969.45

2.02%

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 has gained 34.98% in the last 1 Year

Bajaj Finance Ltd.

12 Nov 2025

969.45

2.02%

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.'s price crossed above 200Day SMA today

Bajaj Finance Ltd.

11 Nov 2025

969.45

2.02%

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.

Number of FII/FPI investors decreased from 1519 to 1492 in Sep 2025 qtr

Bajaj Finance Ltd.

11 Nov 2025

969.45

2.02%

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

Hold: Bajaj Finance Ltd.

Target

Prabhudas Lilladhar

Bajaj Finance Ltd. is trading above its 200 day SMA of 955.9

Bajaj Finance Ltd.

10 Nov 2025

969.45

2.02%

Mixed quarter with in-line earnings; minor cut in growth guidance

Neutral: Bajaj Finance Ltd.

Target

Motilal Oswal

Bajaj Finance (BAF)’s PAT grew 23% YoY to ~INR49.5b in 2QFY26 (in line). PAT in 1HFY26 grew at ~23% YoY and we expect PAT in 2HFY26 to grow at ~19% YoY.

Number of FII/FPI investors decreased from 1519 to 1492 in Sep 2025 qtr

Bajaj Finance Ltd.

25 Sep 2025

969.45

2.02%

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 has gained 34.98% in the last 1 Year

Bajaj Finance Ltd.

05 Sep 2025

969.45

2.02%

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.

Bajaj Finance has gained 34.98% in the last 1 Year

Is Bajaj Finance Ltd. worth buying?

2205 Votes:

Buy 74.88%

Sell 15.01%

Hold 10.11%

RESEARCH REPORTS

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