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12 Sep 2025 |
Bajaj Finance
|
Consensus Share Price Target
|
1003.25 |
980.58 |
- |
-2.26 |
buy
|
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22 Oct 2024
|
Bajaj Finance
|
Sharekhan
|
1003.25
|
9500.00
|
6677.90
(-84.98%)
|
Target met |
Buy
|
|
|
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.
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|
22 Oct 2024
|
Bajaj Finance
|
Motilal Oswal
|
1003.25
|
7320.00
|
6677.90
(-84.98%)
|
Target met |
Neutral
|
|
|
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
|
1003.25
|
9940.00
|
7623.90
(-86.84%)
|
Pre-Bonus/ Split |
Buy
|
|
|
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
|
1003.25
|
|
7440.05
(-86.52%)
|
Pre-Bonus/ Split |
|
|
|
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|
12 Aug 2024
|
Bajaj Finance
|
Geojit BNP Paribas
|
1003.25
|
7216.00
|
6608.15
(-84.82%)
|
Target met |
Hold
|
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|
24 Jul 2024
|
Bajaj Finance
|
Axis Direct
|
1003.25
|
7850.00
|
6607.15
(-84.82%)
|
Target met |
Buy
|
|
|
We maintain our BUY recommendation on the stock.
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|
24 Jul 2024
|
Bajaj Finance
|
Motilal Oswal
|
1003.25
|
7500.00
|
6607.15
(-84.82%)
|
Target met |
Neutral
|
|
|
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
|
1003.25
|
8300.00
|
6607.15
(-84.82%)
|
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
|
1003.25
|
9000.00
|
6607.15
(-84.82%)
|
Target met |
Buy
|
|
|
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
|
1003.25
|
8500.00
|
6607.15
(-84.82%)
|
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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