Bajaj Finance will host its earnings conference call for the second quarter of fiscal year 2027 on Monday, October 19, 2026, at 6:00 pm IST. The session will cover financial performance for the quarter ended September 30, 2026.

Call schedule and participants

The company filed an intimation under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, confirming the date and time of the investor interaction. Key management personnel scheduled to address analysts and institutional investors include:

• Rajeev Jain, Vice Chairman & Managing Director
• Sandeep Jain, Chief Operating Officer & Chief Financial Officer
• Senior Management Team

Global dial-in details

Participants can join via universal or international toll-free numbers. Pre-registration is required to receive calendar invites and unique passcodes.

The company advised participants to dial in at least 5 to 10 minutes prior to the scheduled start time to ensure connectivity.

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.