NSE: BAJFINANCE | BSE: 500034

Momentum Trap

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1094.30 5.00 (0.46%)

38.89% Gain from 52W Low

3.5M NSE+BSE Volume

NSE 18 Aug, 2026 3:31 PM (IST)

681,306.2

Market Cap

Market Leader

Beta 1Year

Very 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.

31 Jul 2026

1094.30

0.46%

Firing on all cylinders; a new earnings cycle begins

Buy: Bajaj Finance Ltd.

Recommendation Target

Motilal Oswal

Bajaj Finance’s (BAF) 1QFY27 PAT grew 28% YoY to ~INR60.8b (in line). NII grew 23% YoY to ~INR125.7b (in line). Non-interest income stood at INR26.5b (up 11% YoY). Opex grew ~23% YoY to ~INR50.1b (in line).

Deven Choksey downgraded Bajaj Finance Ltd. to Accumulate with a price target of 1211.0 on 31 Jul, 2026.

Bajaj Finance Ltd.

31 Jul 2026

1094.30

0.46%

Q1FY27 earnings beat driven by benign credit costs...

Accumulate: Bajaj Finance Ltd.

Recommendation Target

Deven Choksey

Bajaj Finance reported clean and broad-based earnings beat, with management describing the quarter as its strongest in six to seven quarters. PAT increased 22.5% YoY to INR 6,081 Cr, while RoA remained stable at 4.7% and RoE exceeded 20% despite the impact of equity dilution.

Bajaj Finance Ltd. is trading above all available SMAs

Bajaj Finance Ltd.

31 Jul 2026

1094.30

0.46%

FY27 commences with robust Q1FY27; scale benefits to drive earnings ahead

Buy: Bajaj Finance Ltd.

Recommendation Target

ICICI Securities Limited

Bajaj Finance (Bajaj) entered FY27 on a strong note, with its Q1FY27 performance exceeding our expectations across key business parameters.

Bajaj Finance Ltd. is trading above all available SMAs

Bajaj Finance Ltd.

14 May 2026

1094.30

0.46%

BAJAJ FINANCE LIMITED

Buy: Bajaj Finance Ltd.

Target

Geojit BNP Paribas

BFL delivered a strong performance, with double-digit AUM growth and robust *over or under performance to benchmark index profitability, supported by traction across key lending segments and diversified product portfolio. The management highlighted improving portfolio quality, stable margin and continued operating leverage, with increasing contribution from segments such as gold loans, vehicle finance and MSME loans to the overall mix. BFL is also strengthening its position through an accelerated AI-led transformation in underwriting, collection, customer engagement and operating processes, which...

Number of FII/FPI investors decreased from 1474 to 1453 in Jun 2026 qtr

Bajaj Finance Ltd.

04 May 2026

1094.30

0.46%

FINAI: Moving from narrative to operating leverage..

Buy: Bajaj Finance Ltd.

Recommendation Target

Deven Choksey

We value Bajaj Finance Limited at INR 1,120, based on 4.5x FY28E ABV of INR 249, modestly below prior to reflect normalisation at scale.

Deven Choksey downgraded Bajaj Finance Ltd. to Accumulate with a price target of 1211.0 on 31 Jul, 2026.

Bajaj Finance Ltd.

30 Apr 2026

1094.30

0.46%

Result Update:Bajaj Finance

Buy: Bajaj Finance Ltd.

Target

Axis Direct

We maintain our BUY recommendation on the stock.

Deven Choksey downgraded Bajaj Finance Ltd. to Accumulate with a price target of 1211.0 on 31 Jul, 2026.

Bajaj Finance Ltd.

30 Apr 2026

1094.30

0.46%

Healthy quarter with improved credit outlook

Sell: Bajaj Finance Ltd.

Emkay

BAF reported a good quarter in terms of growth, profitability, and credit cost, with PAT of Rs54.6bn (attributable to shareholders), above our estimates and broadly in line with street estimates.

Number of FII/FPI investors decreased from 1474 to 1453 in Jun 2026 qtr

Bajaj Finance Ltd.

30 Apr 2026

1094.30

0.46%

Bajaj Finance (BUY): Healthy growth outlook

Buy: Bajaj Finance Ltd.

Target

BOB Capital Markets Ltd.

AUM growth guidance of 22-24% in FY27, aided by the growth in gold loans, CV/tractor finance, normalisation of MSME growth

Number of FII/FPI investors decreased from 1474 to 1453 in Jun 2026 qtr

Bajaj Finance Ltd.

30 Apr 2026

1094.30

0.46%

Operationally healthy quarter with improvement in credit trends

Neutral: Bajaj Finance Ltd.

Target

Motilal Oswal

Bajaj Finance’s (BAF) 4QFY26 PAT grew 22% YoY to ~INR55.5b (in line). Reported PAT for FY26 grew ~17% YoY to INR193b. 4Q NII grew 20% YoY to ~INR117.8b (in line). Non-interest income stood at ~INR24.3b (up 15% YoY).

Deven Choksey downgraded Bajaj Finance Ltd. to Accumulate with a price target of 1211.0 on 31 Jul, 2026.

Bajaj Finance Ltd.

30 Apr 2026

1094.30

0.46%

Bajaj Finance (BAF IN) Q4FY26 Result Update Healthy growth outlook with improving credit cost Upgrade to BUY'

Buy: Bajaj Finance Ltd.

Recommendation Target

Prabhudas Lilladhar

NIM compression expected as bond yields harden Credit cost outlook positive for FY27E at 1.45-1.60% AUM grew 22% YoY to INR 5,099.8bn led by strong growth in mortgages, sales finance and B2C loans. Company is witnessing sustained traction in new verticals (Cars, Gold, MFI) and new customer addition (~15-17mn in FY27); we build an AUM growth of 23%/22% in FY27/FY28E. Expect FY27 NIM to moderate as hardening of bond yields is likely to impact CoF. Asset quality ratios saw improvement across segments while credit cost improved in Q4 (1.65%) supported by a healthy trend in vintage credit...

Deven Choksey downgraded Bajaj Finance Ltd. to Accumulate with a price target of 1211.0 on 31 Jul, 2026.

Is Bajaj Finance Ltd. worth buying?

2248 Votes:

Buy 74.69%

Sell 15.04%

Hold 10.28%

RESEARCH REPORTS

Accumulate SEE REPORTS >

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