Bajaj Finserv disclosed the monthly business performance data for its unlisted insurance subsidiaries—Bajaj General Insurance Limited and Bajaj Life Insurance Limited—for April 2026, in a regulatory filing submitted on 8 May 2026 under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, read with Schedule A of Regulation 8 of SEBI (Prohibition of Insider Trading) Regulations, 2015. The data, which is provisional and subject to limited review or audit by statutory auditors, was sourced from submissions made by the subsidiaries to the Insurance Regulatory and Development Authority of India (IRDAI) and the General/Life Insurance Councils, as applicable.

Bajaj General Insurance: Gross Direct Premium Performance

Bajaj General Insurance Limited reported a year-on-year increase in gross direct premium underwritten for April 2026. The following table presents the premium figures for the current and prior-year periods:

The gross direct premium underwritten stood at Rs. 2,666 crore for April 2026, compared to Rs. 2,403 crore for April 2025, reflecting a year-on-year improvement in the general insurance business.

Bajaj Life Insurance: New Business Premium Breakdown

Bajaj Life Insurance Limited reported total new business premium of Rs. 936.99 crore for the month ended 30 April 2026, compared to Rs. 719.37 crore for the month ended 30 April 2025. The segment-wise breakdown of new business premium is presented below:

The growth in total new business premium was primarily supported by a significant rise in group single premium, which increased to Rs. 422.03 crore from Rs. 226.97 crore in the corresponding period of the previous year. Individual single premium also saw an increase, moving from Rs. 45.34 crore to Rs. 68.96 crore. Individual non-single premium grew from Rs. 320.91 crore to Rs. 348.48 crore. Group yearly renewable premium, however, declined from Rs. 126.15 crore to Rs. 97.52 crore. Group non-single premium recorded no figures for either period.

Disclosure and Compliance

The information was filed by Bajaj Finserv in compliance with applicable SEBI listing and insider trading regulations. The company noted that the data is provisional and remains subject to limited review or audit by the statutory auditors. The filing was signed by Uma Shende, Company Secretary, Bajaj Finserv Limited, on 8 May 2026.

Bajaj Finserv Limited has filed its International Investor Presentation for FY2026 with the stock exchanges in connection with a Non-Deal Roadshow (NDR) scheduled in the United States of America and Canada from May 11 to 15, 2026. The roadshow, organised by Jefferies, will involve interactions with institutional investors and funds. The filing was made pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, and was signed by Company Secretary Uma Shende. All discussions during the roadshow will pertain exclusively to publicly available information, with an INR to USD conversion rate of 91 used across the presentation deck.

Roadshow Details

The following table outlines the key details of the scheduled institutional investor engagement:

Group Financial Performance – FY2026

Bajaj Finserv reported all-time high consolidated revenue and PAT in FY2026. The group's consolidated figures reflect strong growth over a 10-year period, with a 22% CAGR in both revenue and AUM since FY2016. The following table summarises key consolidated financial metrics:

The group's customer franchise expanded from 30 MM+ in FY2016 to 180 MM+ in FY2026, representing a 20% CAGR. Employees grew from 20,500+ to 110,000+ (18% CAGR), while branches expanded from 1,550+ to 5,000+ (12% CAGR). Distributors grew from 128,000+ to 570,000+ (16% CAGR). A significant corporate milestone during the period was the completion of the acquisition of Allianz's stake in the insurance companies in Q4 FY2026, making the insurance businesses fully Bajaj-owned.

Subsidiary Performance – Q4 FY2026

The presentation provides a detailed performance summary for Q4 FY2026 across key subsidiaries. Bajaj General Insurance reported total GWP of $475 MM in Q4 FY2026, with PAT of $40 MM and AUM of $3,904 MM (up 7.3% year-on-year). The solvency margin stood at 302%, among the highest in the industry, and the annualised ROE at 200% solvency for FY2026 is estimated at approximately 18.5%. Bajaj Life Insurance posted GWP growth of 21.2% to $1,231 MM in Q4 FY2026, with VNB (Value of New Business) rising 29.1% and PAT growing 78.0%. AUM stood at $14,677 MM, up 7.9%, and solvency remained healthy at 266%.

Bajaj Finance and Housing Finance

Bajaj Finance delivered a strong quarter, booking 12.9 MM new loans against 10.7 MM in Q4 FY2025, adding 3.9 MM new customers during the quarter. Net total income grew 20.9% and PAT grew 21.9%, with AUM expanding 22.4% to $56,041 MM. The overall customer franchise stood at 119.3 MM with a cross-sell client base of 75.5 MM as of March 31, 2026. Bajaj Housing Finance reported AUM growth of 22.7% to $15,462 MM, driven by a 23% increase in disbursements on a year-on-year basis. Net total income rose 19.7% to $125 MM, while PAT grew 14.0% to $74 MM. As of March 31, 2026, the leverage ratio stood at 5.6 times, the debt-to-equity ratio at 4.6 times, and the capital adequacy ratio at 22.5%, against a regulatory requirement of 15.0%.

Emerging Businesses

Bajaj Finserv Health reported operating revenue growth of 41.6% to $33 MM in Q4 FY2026, processing approximately 6.5 MM healthcare transactions during the quarter. Bajaj AMC recorded operating revenue growth of 58.3%, with AUM rising 31.7% to $2,947 MM. Average AUM for Q4 FY2026 stood at $3,366 MM, up 52.1% over the previous year, with equity mix at 59% and non-group share of AUM constituting 93.3% of total AUM. Bajaj Finserv Direct reported revenue of $34 MM for Q4 FY2026, with the quarter impacted by a planned system migration. Bajaj Financial Securities reported operating revenue growth of 46.7% to $6 MM in Q4 FY2026, with PAT growing 50.0% and AUM rising to $877 MM from $495 MM.

Technology and ESG Highlights

The presentation highlights Bajaj Finserv's technology investments, with a dedicated 250+ member team across subsidiaries overseeing 300+ total projects, of which 100+ have been deployed. Realised impact for FY2026 includes loan disbursements of $680+ MM and insurance revenue of $6+ MM through AI-enabled initiatives. On the ESG front, the BFS Group consistently produces more renewable energy than it consumes and endeavours to be carbon neutral on Scope 1 and 2 emissions by FY2032. Gender diversity stood at 13.7% for FY2026, with women agents comprising approximately 30.6% of total agents. Bajaj Life's retail claim settlement ratio stood at 99.3%, while Bajaj General's claim settlement ratio was 95.4%.

Regulatory Compliance

The intimation has been filed with both BSE Limited and the National Stock Exchange of India Ltd in accordance with applicable SEBI listing regulations. Investors and other stakeholders may direct queries to the company's investor relations email at investors@bajajfinserv.in . Bajaj Finserv's corporate office is located at Viman Nagar, Pune, Maharashtra, India.