NSE: BAJFINANCE | BSE: 500034

Momentum Trap

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1064.00 4.10 (0.39%)

New 52W High today

7.2M NSE+BSE Volume

NSE 16 Oct, 2025 12:06 PM (IST)

662,072.1

Market Cap

Market Leader

1.2

Beta 1Year

High Volatility

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.

25 Sep 2025

1064.00

0.39%

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. has gained 51.63% in the last 1 Year

Bajaj Finance Ltd.

05 Sep 2025

1064.00

0.39%

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.

Number of FII/FPI investors increased from 1415 to 1519 in Jun 2025 qtr.

Bajaj Finance Ltd.

28 Jul 2025

1064.00

0.39%

Healthy Q1, yet commentary weak

Buy: Bajaj Finance Ltd.

Sharekhan

Net earnings beat estimates by 2.8% (up by 21.8% y-o-y and 4.8% q-o-q) to Rs. 4,765 crore driven by healthy AUM growth, lower opex and credit cost that was below estimates. NII was almost in line with estimates, growing by 22.3%/4.3% (y-o-y/q-o-q) to Rs. 10,227 crore.

Bajaj Finance Ltd. has gained 51.63% in the last 1 Year

Bajaj Finance Ltd.

28 Jul 2025

1064.00

0.39%

Healthy Q1, yet commentary weak

Buy: Bajaj Finance Ltd.

Sharekhan

Net earnings beat estimates by 2.8% (up by 21.8% y-o-y and 4.8% q-o-q) to Rs. 4,765 crore driven by healthy AUM growth, lower opex and credit cost that was below estimates.

Bajaj Finance Ltd. is trading above all available SMAs

Bajaj Finance Ltd.

25 Jul 2025

1064.00

0.39%

Bajaj Finance (BAF IN) Q1FY26 Result Update NIM...

Hold: Bajaj Finance Ltd.

Prabhudas Lilladhar

AUM grew 25% YoY to Rs 4,414.5 bn; we expect a similar run-rate in FY26E as the company adds new verticals (Cars, Gold, MFI) and customers (~14-16 mn). Expect NIM to improve by ~10 bps in FY26 supported by a lower cost of borrowing. Credit cost continues to be elevated in the quarter (at 2%) on account of higher stress in the auto/ MSME portfolio. Expect a moderation in FY26, factoring a healthy trend in early-stage delinquencies. We make minor changes to our FY26/FY27 estimates and assign a multiple of 3.9x (unchanged) on Mar'27 ABV with a TP of Rs 900. While we are positive on the growth outlook...

Bajaj Finance Ltd. has an average target of 1038.00 from 12 brokers.

Bajaj Finance Ltd.

25 Jul 2025

1064.00

0.39%

Result Update:Bajaj Finance

Buy: Bajaj Finance Ltd.

Target

Axis Direct

We maintain our BUY recommendation on the stock.

Bajaj Finance Ltd. has an average target of 1038.00 from 12 brokers.

Bajaj Finance Ltd.

24 Jul 2025

1064.00

0.39%

Stable core amid MSME headwinds; caution to rule the roost

Neutral: Bajaj Finance Ltd.

Motilal Oswal

Bajaj Finance’s (BAF) PAT grew 22% YoY to ~INR47.6b in 1QFY26 (in line). The company’s 1QFY26 NII grew 22% YoY to ~INR102.2b (in line). Non-interest income stood at ~INR23.8b (up 16% YoY), aided by higher income from investments in mutual funds.

Number of FII/FPI investors increased from 1415 to 1519 in Jun 2025 qtr.

Bajaj Finance Ltd.

15 Jul 2025, 12:00AM

1064.00

0.39%

Axis Annual Analysis:Bajaj Finance

Buy: Bajaj Finance Ltd.

Axis Direct

We reiterate our BUY recommendation on BAF, valuing it at 4.9x FY27E ABV and arriving at a Target Price of Rs 1,050/share, which implies an upside potential of 14% from the CMP.