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Earnings Call

Bajaj Finance Earnings Call: Key Takeaways

Bajaj Finance delivered record Q4 FY26 results with AUM crossing ₹5 lakh crore. Consolidated PBT grew 26% to ₹7,552 crore (pre-provisioning).

Why this was an Alfa AlertNot a filter event. AUM growth (22%) was slightly below the guided range of 24-25%.
Highlights
Revenue growthNet total income grew 21% in Q4 FY26.
MarginsNIM remained steady in Q4; marginal moderation expected in FY27.
Demand visibilityStrong; booked 12.89 MM new loans in Q4.
Management confidenceOptimistic on profit growth and credit cost outlook for FY27.

Growth

AUM grew 22% to ₹509,975 Cr; PAT grew 27% to ₹5,660 Cr in Q4 FY26.

Outlook

FY27 guidance: AUM growth 22-24%, ROE 19-20%, and significant acceleration in AI (FINAI) deployment.

Risks

Marginal NIM moderation expected; potential impact of New Labour Codes on operating costs.

Source

Earnings Call filed with BSE, NSE: BAJFINANCE. Summary written with AI assistance from the document.

Read the document ↗

Bajaj Finance Ltd: key numbers

Share price
₹996.90
Market cap
₹6,20,665 Cr
Revenue (annual)
₹81,982 Cr
Net profit (annual)
₹19,017 Cr
P/E (TTM)
30.6×Sector 22.0×
Promoter holding
54.67%-0.03% QoQ
FII holding
18.84%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Bajaj Finance Ltd

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20:22 IST BSE
Board Meeting Date

Bajaj Finance Board Meeting Date

Bajaj Finance announced a board meeting on October 1, 2026, to consider a proposal for raising funds through preferential issue or qualified institutions placement.

19:34 IST BSE
Debt & Borrowing

Bajaj Finance Debt & Borrowing: ₹10 Cr

Bajaj Finance Ltd completed the full redemption of its Secured Redeemable Non-Convertible Debentures, amounting to ₹10.00 Crore, on the scheduled maturity date.

Value
₹10.00 Cr
19:33 IST BSE
Debt & Borrowing

Bajaj Finance Debt & Borrowing: ₹0.81 Cr

Bajaj Finance Ltd has made an interest payment of ₹0.81 Crore on its Secured Redeemable Non-Convertible Debentures, as confirmed in the latest filing.

Value
₹0.81 Cr
18:11 IST BSE
Debt & Borrowing

Bajaj Finance Debt & Borrowing: ₹320.4 Cr

Bajaj Finance paid interest on two series of non-convertible debentures, totaling ₹320.45 Crore net of TDS, in compliance with regulatory payment obligations.

Value
₹320.4 Cr
17:17 IST BSE
Debt & Borrowing

Bajaj Finance Debt & Borrowing: ₹24.89 Cr

Bajaj Finance Ltd has successfully paid interest on its secured redeemable non-convertible debentures. The total interest payment of ₹24.89 Crore was made on the due date.

Value
₹24.89 Cr
15:30 IST BSE
Debt & Borrowing

Bajaj Finance Debt & Borrowing: ₹2,050 Cr

Bajaj Finance allotted secured NCDs aggregating ₹2050.03 crore at 8.07% p.a. via private placement. Maturity is March 2030, listed on BSE Wholesale Debt Market.

Value
₹2,050 Cr
Execution
1294 days (8 Sept 2026 to 25 Mar 2030)