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27 Sep 2025 |
Bajaj Finance
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Consensus Share Price Target
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985.10 |
993.25 |
- |
0.83 |
buy
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28 Jul 2022
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Bajaj Finance
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Prabhudas Lilladhar
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985.10
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8935.00
|
7209.10
(-86.34%)
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Pre-Bonus/ Split |
Buy
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04 May 2022
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Bajaj Finance
|
Geojit BNP Paribas
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985.10
|
7219.00
|
6000.30
(-83.58%)
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Target met |
Hold
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27 Apr 2022
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Bajaj Finance
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ICICI Direct
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985.10
|
9500.00
|
6714.10
(-85.33%)
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Pre-Bonus/ Split |
Buy
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HDFC Ltd is the largest housing finance company in India with AUM of | 5.2 lakh crore. With housing demand picking up, we believe HDFC would be the largest beneficiary of the same...
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27 Apr 2022
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Bajaj Finance
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Axis Direct
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985.10
|
8200.00
|
6714.10
(-85.33%)
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Pre-Bonus/ Split |
Buy
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On the back of a recent correction in the stock, we revise our rating to BUY from HOLD with a revised target price of Rs 8,200 (7.8x FY24E ABV), implying an upside of 13% from the CMP.
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27 Apr 2022
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Bajaj Finance
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Prabhudas Lilladhar
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985.10
|
8953.00
|
6727.65
(-85.36%)
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Pre-Bonus/ Split |
Buy
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27 Apr 2022
|
Bajaj Finance
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SMC online
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985.10
|
|
6671.80
(-85.23%)
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Pre-Bonus/ Split |
Results Update
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27 Apr 2022
|
Bajaj Finance
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Yes Securities
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985.10
|
9000.00
|
6626.15
(-85.13%)
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Pre-Bonus/ Split |
Buy
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26 Apr 2022
|
Bajaj Finance
|
Motilal Oswal
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985.10
|
8350.00
|
6714.10
(-85.33%)
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Pre-Bonus/ Split |
Buy
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BAF's 4QFY22 earnings were in line, with a reported PAT of INR24.2b, led by healthy core AUM growth of 26% YoY and a pristine asset quality (GS3/NS3 stood at 1.6%/0.7% and credit cost moderated by ~150bp, despite having to provide INR1b on a large commercial account). Key things to watch out for in FY23 include: a) evolution of its Payments landscape and traction therein, b) velocity on the already launched app and the envisaged new web platform, c) potential foray into the Credit Cards business from its own Balance Sheet, d) TwoWheeler marketplace and diversification to other non-captive OEMs,...
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19 Jan 2022
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Bajaj Finance
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ICICI Securities Limited
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985.10
|
9500.00
|
7571.80
(-86.99%)
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Pre-Bonus/ Split |
Buy
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HDFC Ltd is the largest housing finance company in India with AUM of | 5.2 lakh crore. With housing demand picking up, we believe HDFC would be the largest beneficiary of the same...
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19 Jan 2022
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Bajaj Finance
|
Motilal Oswal
|
985.10
|
9080.00
|
7571.80
(-86.99%)
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Pre-Bonus/ Split |
Buy
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While NII rose 41% YoY to INR47.3b (6% beat), due to higher interest income from IPO financing and lower negative carry, it was slightly mitigated by higher opex (up 50% YoY and 9% above our estimate). Credit costs stood at INR10.5b (est. INR11.5b), which included an additional management overlay of INR2.5b in 3QFY22. GNPA/NNPA ratio improved by ~72bp/~32bp QoQ to 1.73%/0.78%. OTR book classified under Stage 2 stood at INR14.53b (~80bp of AUM). BAF carried ECL provision of INR3.17b (21.8%) in this book....
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