NSE: BAJFINANCE | BSE: 500034

Momentum Trap

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1012.75 -17.00 (-1.65%)

High volume today

NSE 25 Sep, 2025 3:31 PM (IST)

630,181.9

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.

05 Sep 2025

1012.75

-1.65%

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 Ltd. is trading above all available SMAs

Bajaj Finance Ltd.

28 Jul 2025

1012.75

-1.65%

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 an average target of 1008.00 from 12 brokers.

Bajaj Finance Ltd.

28 Jul 2025

1012.75

-1.65%

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 at high day volume of 16.7M.

Bajaj Finance Ltd.

25 Jul 2025, 12:00AM

1012.75

-1.65%

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 1008.00 from 12 brokers.

Bajaj Finance Ltd.

25 Jul 2025, 12:00AM

1012.75

-1.65%

Result Update:Bajaj Finance

Buy: Bajaj Finance Ltd.

Target

Axis Direct

We maintain our BUY recommendation on the stock.

Bajaj Finance Ltd. is trading above all available SMAs

Bajaj Finance Ltd.

24 Jul 2025

1012.75

-1.65%

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.

Bajaj Finance Ltd. is trading above all available SMAs

Bajaj Finance Ltd.

15 Jul 2025

1012.75

-1.65%

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.

Bajaj Finance Ltd. is trading above all available SMAs

Bajaj Finance Ltd.

06 Jun 2025

1012.75

-1.65%

Axis Punch:Bajaj Finance

Buy: Bajaj Finance Ltd.

Target

Axis Direct

We recommend a BUY on the stock with a target price of Rs 10,225/share, implying an upside 10% from the CMP.

Bajaj Finance Ltd. has gained 34.06% in the last 1 Year

Bajaj Finance Ltd.

05 May 2025

1012.75

-1.65%

Bajaj Finance

Hold: Bajaj Finance Ltd.

Recommendation Target

ICICI Direct

Bajaj Finance Ltd. has gained 34.06% in the last 1 Year

Bajaj Finance Ltd.

30 Apr 2025

1012.75

-1.65%

Bajaj Finance (BAF IN) Q4FY25 Result Update Steady...

Hold: Bajaj Finance Ltd.

Recommendation Target

Prabhudas Lilladhar

be stable in FY26 aided by an improvement in CoF. Credit cost saw a spike in the quarter (at 2.3%) due to a change in ECL assumptions (impact of Rs 3.59 bn). Expect a moderation in FY26 driven by an improvement in early-stage delinquencies. We assign a multiple of 3.9x on Mar'27 ABV with a TP of Rs 9,000. Company has seen a large shift in business mix, growth outlook and...

Bajaj Finance Ltd. has gained 34.06% in the last 1 Year

Is Bajaj Finance Ltd. worth buying?

2153 Votes:

Buy 74.73%

Sell 15.28%

Hold 9.99%

RESEARCH REPORTS

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