Name: Latest research reports of Bajaj Finance Ltd. authored by ICICI Securities Limited and published by - Trendlyne research reports.
Item: Bajaj Finance Ltd.
Rating: 5
Author: ICICI Securities Limited

Summary	Date	Stock	Author	LTP	Target	Price at reco (Change since reco%)	Upside(%)	Type	Report	Discuss
	08 Sep 2025	Bajaj Finance	Consensus Share Price Target	944.30	978.76	-	3.65	buy	pdf Detailed Estimates
	01 Dec 2024	Bajaj Finance	ICICI Securities Limited	944.30	8500.00	6575.90 (-85.64%)	Target met	Buy	pdf post cache	Broker Report RBL co-branded credit card alliance ceases: Negligible earnings impact ICICI Securities Limited Bajaj Finance (BAF) ended its eight-year-long co-branded credit card partnership with RBL, as per exchange filing. We retain BUY with a TP of INR 8,500, valuing the standalone business at 4.7x FY26E BVPS while assigning INR 1,450/share towards housing subs. pdf Copy Link Share on Share on Share on Share on Alert
	29 Oct 2024	Bajaj Finance	Geojit BNP Paribas Reco Target	944.30	7924.00	7022.50 (-86.55%)	Target met	Buy	pdf post cache	Broker Report BAJAJ FINANCE LIMITED Geojit BNP Paribas pdf Copy Link Share on Share on Share on Share on Alert
	23 Oct 2024	Bajaj Finance	Emkay Target	944.30	8800.00	6995.80 (-86.50%)	Target met	Buy	pdf post cache	Broker Report Credit cost peaking; standalone valuation turns attractive; BUY Emkay Driven by sustained elevated credit costs (Q2 gross credit cost-to-AUF: 2.16%; Q1: 2.12%), Bajaj Finance (BAF) reported a slight miss on profitability with consolidated PAT of Rs40bn coming slightly lower than consensus/our estimates. pdf Copy Link Share on Share on Share on Share on Alert
	23 Oct 2024	Bajaj Finance	Axis Direct Target	944.30	7655.00	6995.80 (-86.50%)	Target met	Buy	pdf post cache	Broker Report Result Update:Bajaj Finance Axis Direct We maintain our BUY recommendation on the stock. pdf Copy Link Share on Share on Share on Share on Alert
	22 Oct 2024	Bajaj Finance	Motilal Oswal Target	944.30	7320.00	6677.90 (-85.86%)	Target met	Neutral	pdf post cache	Broker Report Elevated credit costs remain a drag on earnings Motilal Oswal Bajaj Finance (BAF)’s reported PAT in 2QFY25 grew 13% YoY to ~INR40.1b (in line). NII grew 23% YoY to ~INR88.4b (in line). Non-interest income stood at ~INR21.1b (+3% QoQ). pdf Copy Link Share on Share on Share on Share on Alert
	22 Oct 2024	Bajaj Finance	Sharekhan Target	944.30	9500.00	6677.90 (-85.86%)	Target met	Buy	pdf post cache	Broker Report Mixed Q2, commentary offering comfort Sharekhan Overall operating performance was in line however higher credit (2.1% versus 1.9% q-o-q) was a key dampener resulting in muted earnings growth. pdf Copy Link Share on Share on Share on Share on Alert
	22 Oct 2024	Bajaj Finance	Anand Rathi	944.30	7905.00	6677.90 (-85.86%)	Target met	Buy	pdf post cache	Broker Report Elevated credit cost, outlook brighter; maintaining a Buy Anand Rathi Healthy, 29% y/y, AUM growth, was offset by high, Rs19.1bn, provisions leading to Bajaj Finance’s muted 13% y/y consol PAT growth. pdf Copy Link Share on Share on Share on Share on Alert
	25 Sep 2024	Bajaj Finance	Sharekhan Target	944.30	9940.00	7623.90 (-87.61%)	Pre-Bonus/ Split	Buy	pdf post cache	Broker Report Better times ahead; Maintain Buy Sharekhan We reiterate a Buy rating with a revised SOTP of Rs. 9,940 (valuing stock at 4.9x/ 4.0x of FY26/FY27 BV estimates on standalone basis plus considering Bajaj Housing Finance’s valuation). Stock trades at 4.1x/3.4x/2.8x FY2025E/FY2026E/FY2027E BV (standalone) estimates. pdf Copy Link Share on Share on Share on Share on Alert
	02 Sep 2024	Bajaj Finance	IDBI Capital	944.30		7440.05 (-87.31%)	Pre-Bonus/ Split		pdf post cache	Broker Report Technical pick update - BAJFINANCE IDBI Capital pdf Copy Link Share on Share on Share on Share on Alert
	12 Aug 2024	Bajaj Finance	Geojit BNP Paribas Reco Target	944.30	7216.00	6608.15 (-85.71%)	Target met	Hold	pdf post cache	Broker Report BAJAJ FINANCE LIMITED Geojit BNP Paribas pdf Copy Link Share on Share on Share on Share on Alert
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Near 52W High of ₹978.80

Bajaj Finance Ltd. share price target

Bajaj Finance Ltd. has an average share price target of 1008. The consensus estimate represents an upside of 6.75% from the last price of 944.30. View 33 reports from 12 analysts offering long-term price targets for Bajaj Finance Ltd..

RBL co-branded credit card alliance ceases: Negligible earnings impact

BAJAJ FINANCE LIMITED

Credit cost peaking; standalone valuation turns attractive; BUY

Result Update:Bajaj Finance

Elevated credit costs remain a drag on earnings

Mixed Q2, commentary offering comfort

Elevated credit cost, outlook brighter; maintaining a Buy

Better times ahead; Maintain Buy

Technical pick update - BAJFINANCE

BAJAJ FINANCE LIMITED

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