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13 Sep 2025 |
Bajaj Finance
|
Consensus Share Price Target
|
1003.25 |
980.58 |
- |
-2.26 |
buy
|
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04 Jul 2024
|
Bajaj Finance
|
Sharekhan
|
1003.25
|
9300.00
|
7107.05
(-85.88%)
|
Target met |
Buy
|
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Bajaj Finance Ltd (BAF) reported strong business momentum in Q1FY25 and continued to beat its guidance (of 26-28%) for AUM growth.
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26 Jun 2024
|
Bajaj Finance
|
Prabhudas Lilladhar
|
1003.25
|
8200.00
|
7158.20
(-85.98%)
|
Target met |
Buy
|
|
|
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|
03 May 2024
|
Bajaj Finance
|
Emkay
|
1003.25
|
9000.00
|
6931.50
(-85.53%)
|
Target met |
Buy
|
|
|
BAF has announced that on 2-May-24 the RBI has communicated to the company about removal of restrictions by the Regulator on BAF sanctioning and disbursing new loans under its ‘eCOM’ and ‘Insta EMI Card’ segments (restrictions put on 15-Nov-23) and suspension of issuance of EMI Cards to new customers (on 17-Nov-23).
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29 Apr 2024
|
Bajaj Finance
|
BOB Capital Markets Ltd.
|
1003.25
|
8830.00
|
6826.60
(-85.30%)
|
Target met |
Buy
|
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MSIL: Steady performance, but steep valuations; downgrade to HOLD. HUVR: Subdued performance; expect gradual recovery. BAF: Obstacles for a powerful player on a protracted journey. SBILIFE: Expect market dominance to continue. SI: In-line Q4FY24; pipe volume guided to grow at healthy rate in FY25. DALBHARA: Disappointments all over; but paving the way for growth. UTIAM: Core profit in line; maintain HOLD. GLS: Weak quarter; maintain HOLD
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26 Apr 2024
|
Bajaj Finance
|
Emkay
|
1003.25
|
9000.00
|
6731.20
(-85.10%)
|
Target met |
Buy
|
|
|
BAF reported a good set of numbers in Q4FY24, against the backdrop of RBI’s embargo on EMI and Ecom cards which affected PBT by ~4%, largely meeting Consensus estimates. Management gave guidance for FY25 AUM growth of ~26- 28% and RoA of ~4.6-4.8% of AAUM, with profitability improving in the second half as the first half will see some moderation in NIM on account of elevated borrowing cost.
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26 Apr 2024
|
Bajaj Finance
|
Axis Direct
|
1003.25
|
8600.00
|
6731.20
(-85.10%)
|
Target met |
Buy
|
|
|
We maintain our BUY recommendation on the stock.
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26 Apr 2024
|
Bajaj Finance
|
ICICI Securities Limited
|
1003.25
|
8500.00
|
6731.20
(-85.10%)
|
Target met |
Buy
|
|
|
Bajaj Finance’s (Bajaj) Q4FY24 financial performance was mixed as AUM growth, new customer acquisition, asset quality and operating efficiencies continued to trend as envisaged; continued stress in rural B2C and 21bps QoQ NIM contraction were dampeners.
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26 Apr 2024
|
Bajaj Finance
|
Motilal Oswal
|
1003.25
|
7800.00
|
6731.20
(-85.10%)
|
Target met |
Neutral
|
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Bajaj Finance (BAF)’s 4QFY24 reported PAT grew ~21% YoY to ~INR38.2b (in line), while FY24 PAT rose ~26% YoY to INR144.5b.
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26 Apr 2024
|
Bajaj Finance
|
SMC online
|
1003.25
|
|
6731.20
(-85.10%)
|
Pre-Bonus/ Split |
Results Update
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23 Apr 2024
|
Bajaj Finance
|
Emkay
|
1003.25
|
9000.00
|
7259.90
(-86.18%)
|
Target met |
Buy
|
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We initiate coverage on Bajaj Finance (BAF) with a BUY recommendation and Mar-25E TP of Rs9,000/sh (~23.4% upside), implying FY26E consolidated P/B of 5.1x.
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