Bajaj Finance delivered strong secular AUM growth of 26.5%, though NIM compression persists in a high-interest-rate environment. Management is prioritizing balance sheet resilience through proactive macroeconomic overlay provisioning.
Bajaj Finance reported an excellent Q1 FY27 with record AUM addition of INR 37,000 Cr, 28% profit growth, and ROE crossing 20%. The firm is heavily integrating AI to drive customer centricity and operational efficiency.