Bajaj Finance Limited will conduct analyst and institutional investor meetings in Mumbai on October 22 and October 23, 2026. The sessions are scheduled to take place in person with groups of institutional investors and funds.

Meeting Schedule Details

The company disclosed the schedule under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The meetings are designed for direct engagement with key market participants.

Disclosure Guidelines

Bajaj Finance stated that all discussions during these meetings will pertain strictly to publicly available information. This ensures compliance with fair disclosure norms and prevents the dissemination of price-sensitive unpublished price-sensitive information (UPSI).

The company noted that the schedule is subject to change due to exigencies on the part of either the investors or the company. The intimation was filed by R. Vijay, Company Secretary, on October 16, 2026.

Bajaj Finance Limited reported strong growth in its assets under management (AUM) for the quarter ended September 30, 2026. The NBFC’s AUM expanded 26.5% year-on-year to approximately ₹584,750 crore, driven by robust customer acquisition and lending volumes.

The company disclosed these provisional operational metrics in a filing to stock exchanges on October 3, 2026. The data highlights a significant expansion in the customer base and deposit book alongside the core asset growth.

Key Operational Metrics

The lender’s customer franchise stood at 128.85 million as of September 30, 2026, up from 110.64 million a year earlier. This represents an addition of 4.42 million customers during the second quarter of FY27 alone.

New loans booked grew 11% to 13.45 million in Q2FY27 compared to 12.17 million in Q2FY26. The company noted that year-on-year volume growth is not directly comparable due to the early onset of the festival season in the previous fiscal year.

Funding and Balance Sheet Strength

The deposits book stood at approximately ₹69,750 crore as of September 30, 2026. This figure underscores the company’s continued ability to attract retail deposits as a key funding source. The AUM increased by approximately ₹37,800 crore during the quarter, indicating sustained momentum in loan disbursements.

What the Numbers Show

A divergence exists between the volume growth of new loans (11%) and the total AUM growth (26.5%). While new loan bookings contribute to immediate asset creation, the substantial rise in AUM suggests a combination of high ticket-size loans, reduced repayments, or organic compounding from the existing portfolio. The addition of 4.42 million customers in a single quarter, against a total base of 128.85 million, indicates that Bajaj Finance is aggressively targeting new-to-credit segments or cross-selling to existing users to drive this scale.

The information provided is provisional and subject to review by the statutory auditors of the company.