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16 Jul 2025 |
Bajaj Finance
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Consensus Share Price Target
|
924.00 |
954.06 |
- |
3.25 |
buy
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15 Jul 2025
|
Bajaj Finance
|
Axis Direct
|
924.00
|
1050.00
|
928.40
(-0.47%)
|
13.64 |
Buy
|
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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.
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06 Jun 2025
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Bajaj Finance
|
Axis Direct
|
924.00
|
10225.00
|
9371.50
(-90.14%)
|
Pre-Bonus/ Split |
Buy
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We recommend a BUY on the stock with a target price of Rs 10,225/share, implying an upside 10% from the CMP.
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05 May 2025
|
Bajaj Finance
|
ICICI Direct
|
924.00
|
10000.00
|
8932.00
(-89.66%)
|
Pre-Bonus/ Split |
Hold
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30 Apr 2025
|
Bajaj Finance
|
Axis Direct
|
924.00
|
10500.00
|
8634.50
(-89.30%)
|
Pre-Bonus/ Split |
Buy
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We maintain our BUY recommendation on the stock.
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30 Apr 2025
|
Bajaj Finance
|
Sharekhan
|
924.00
|
10500.00
|
8634.50
(-89.30%)
|
Pre-Bonus/ Split |
Buy
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Net earnings in line for Q4FY25. NII grew 22.4% y-o-y/4.5% q-o-q at Rs. 9,807 crore due to lower yield on AUM and reduction of interest rate on select unsecured products. It marginally missed our estimates. NIM at 9.42% (as a percentage of AUM), was almost in line with estimates.
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30 Apr 2025
|
Bajaj Finance
|
BOB Capital Markets Ltd.
|
924.00
|
11025.00
|
8634.50
(-89.30%)
|
Pre-Bonus/ Split |
Buy
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AUM growth healthy at 26% YoY, guided for 24-25% in FY26, aided by new lines of business, gold, and secured business segments
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30 Apr 2025
|
Bajaj Finance
|
Prabhudas Lilladhar
|
924.00
|
9000.00
|
8634.50
(-89.30%)
|
Target met |
Hold
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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...
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21 Mar 2025
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Bajaj Finance
|
Sharekhan
|
924.00
|
10500.00
|
8916.10
(-89.64%)
|
Pre-Bonus/ Split |
Buy
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|
Bajaj Finance’s board has promoted Mr. Rajeev Jain (MD & CEO) to as vice chairman, in the capacity of an executive director for three years with effect from 1 April 2025. Besides, Mr Anup Saha (deputy MD) has been promoted as MD.
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18 Feb 2025
|
Bajaj Finance
|
Geojit BNP Paribas
|
924.00
|
9521.00
|
8465.90
(-89.09%)
|
Target met |
Buy
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30 Jan 2025
|
Bajaj Finance
|
Motilal Oswal
|
924.00
|
8300.00
|
7901.65
(-88.31%)
|
Target met |
Neutral
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Bajaj Finance (BAF)’s reported PAT grew 18% YoY to ~INR43.1b (~5% beat) in 3QFY25. NII grew 23% YoY to INR93.8b (in line). Other operating income at INR22.9b rose 39% YoY (6% beat), driven by improvement in fee income and income from the sale of services.
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30 Jan 2025
|
Bajaj Finance
|
Axis Direct
|
924.00
|
9050.00
|
7901.65
(-88.31%)
|
Target met |
Buy
|
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We maintain our BUY recommendation on the stock.
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29 Jan 2025
|
Bajaj Finance
|
Anand Rathi
|
924.00
|
8810.00
|
7759.65
(-88.09%)
|
Target met |
Buy
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Healthy, 28% y/y, AUM growth, and greater productivity led to Bajaj Finance’s healthy 18% y/y consol. PAT growth. Despite premium valuations, we retain a Buy, on the best-in-class execution skill, improving productivity and stable asset quality
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29 Jan 2025
|
Bajaj Finance
|
Sharekhan
|
924.00
|
9500.00
|
7759.65
(-88.09%)
|
Target met |
Buy
|
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Q3 numbers were steady. Management commentary and data suggest that asset quality stress has peaked out, making outlook stable
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28 Dec 2024
|
Bajaj Finance
|
BP Wealth
|
924.00
|
8050.00
|
6907.75
(-86.62%)
|
Target met |
Buy
|
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11 Dec 2024
|
Bajaj Finance
|
Anand Rathi
|
924.00
|
7905.00
|
7115.10
(-87.01%)
|
Target met |
Buy
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Bajaj Finance completed its long-range strategy (LRS) 2025-29 meet last week and released an investor presentation. Its targets are lofty; however, with impeccable execution skills, we believe the same are achievable.
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11 Dec 2024
|
Bajaj Finance
|
Motilal Oswal
|
924.00
|
7500.00
|
7115.10
(-87.01%)
|
Target met |
Neutral
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Bajaj Finserv hosted its investor day on 10th Dec’24, wherein the senior management of Bajaj Finance (BAF) led by Mr. Rajeev Jain, MD, unveiled BAF 3.0 – a FINAI company - and gave a sneak peek into its Long-Range Strategy (LRS) 2025-29.
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11 Dec 2024
|
Bajaj Finance
|
Sharekhan
|
924.00
|
9500.00
|
7115.10
(-87.01%)
|
Target met |
Buy
|
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Bajaj Finance announced its long-range strategies (LRS-3, FY2025 to FY2029) after seeing exponential growth in LRS-1 (2008-2016) and LRS-2 (2017 to 2024). it is expected to remain a dominant NBFC expanding its share in the total credit to 3.2-3.5% by FY2029 from 2.1% in H1FY2025.
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10 Dec 2024
|
Bajaj Finance
|
ICICI Securities Limited
|
924.00
|
8500.00
|
6936.20
(-86.68%)
|
Target met |
Buy
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Bajaj Finance (BAF) has unveiled its Long-Range Strategy (LRS) 2025-2029 in which it targets – a) total credit market share of 3-3.25% by FY28 and 3.2-3.5% by FY29 from 2.1% as on Sep’24, b) strong customer franchise of 130-140mn by FY28 and 190-210mn by FY29 from 92.1mn on Sep’24,
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02 Dec 2024
|
Bajaj Finance
|
Emkay
|
924.00
|
8400.00
|
6650.65
(-86.11%)
|
Target met |
Buy
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The Board of RBL Bank has decided to terminate its 8-year old co-branded credit card agreement with Bajaj Finance (BAF), resulting in BAF selling nearly 8mn cards cumulatively and logging 3.4mn outstanding cards as of H1FY25.
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02 Dec 2024
|
Bajaj Finance
|
Motilal Oswal
|
924.00
|
7250.00
|
6650.65
(-86.11%)
|
Target met |
Neutral
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Bajaj Finance (BAF) has decided to exit the co-branded credit card distribution business. RBL Bank (RBK) announced that the bank and BAF have mutually agreed to terminate their co-branded credit card partnership.
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