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04 Sep 2025 |
Bajaj Finance
|
Consensus Share Price Target
|
896.30 |
976.67 |
- |
8.97 |
buy
|
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22 Oct 2024
|
Bajaj Finance
|
Motilal Oswal
|
896.30
|
7320.00
|
6677.90
(-86.58%)
|
Target met |
Neutral
|
|
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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).
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|
25 Sep 2024
|
Bajaj Finance
|
Sharekhan
|
896.30
|
9940.00
|
7623.90
(-88.24%)
|
Pre-Bonus/ Split |
Buy
|
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|
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.
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02 Sep 2024
|
Bajaj Finance
|
IDBI Capital
|
896.30
|
|
7440.05
(-87.95%)
|
Pre-Bonus/ Split |
|
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12 Aug 2024
|
Bajaj Finance
|
Geojit BNP Paribas
|
896.30
|
7216.00
|
6608.15
(-86.44%)
|
Target met |
Hold
|
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24 Jul 2024
|
Bajaj Finance
|
Axis Direct
|
896.30
|
7850.00
|
6607.15
(-86.43%)
|
Target met |
Buy
|
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We maintain our BUY recommendation on the stock.
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24 Jul 2024
|
Bajaj Finance
|
Motilal Oswal
|
896.30
|
7500.00
|
6607.15
(-86.43%)
|
Target met |
Neutral
|
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|
BAF’s 1QFY25 reported PAT grew 14% YoY to ~INR39.1b (in line). NII grew 25% YOY to ~INR83.6b (in line).
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|
24 Jul 2024
|
Bajaj Finance
|
Sharekhan
|
896.30
|
8300.00
|
6607.15
(-86.43%)
|
Target met |
Buy
|
|
|
BAF reported a mixed performance in Q1FY2025. Higher-than-expected NIM compression (down 25bps q-o-q) and elevated credit cost (1.9%, up 32bps q-o-q) led to lower earnings growth.
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|
24 Jul 2024
|
Bajaj Finance
|
Emkay
|
896.30
|
9000.00
|
6607.15
(-86.43%)
|
Target met |
Buy
|
|
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Bajaj Finance (BAF) reported satisfactory results in Q1FY25, wherein AUM and PPoP were largely in line with consensus/our estimates.
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24 Jul 2024
|
Bajaj Finance
|
ICICI Securities Limited
|
896.30
|
8500.00
|
6607.15
(-86.43%)
|
Target met |
Buy
|
|
|
Bajaj Finance’s (Bajaj) Q1FY25 result has been largely in line except credit cost, which was higher-than-guided range. Credit cost increased to 2.12% (adjusted for management overlay utilisation stood at 1.99%) vs guidance of 1.75-1.85%.
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12 Jul 2024
|
Bajaj Finance
|
Axis Direct
|
896.30
|
8350.00
|
7004.30
(-87.20%)
|
Target met |
Buy
|
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We reiterate our BUY recommendation on BAF, valuing the stock at 4.7x FY26E ABV to arrive at a target price of Rs 8,350/share, implying an upside of 18% from the CMP.
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