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). 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 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. 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 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. Bajaj Finserv Direct reported revenue of $34 MM for Q4 FY2026, with the quarter impacted by a planned system migration.

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.

Bajaj Finserv Limited announced the re-appointment of KKC & Associates LLP as its statutory auditors for a second consecutive term, following a board meeting held on 30 April 2026. The decision was made based on the recommendation of the company's Audit Committee and requires shareholder approval at the upcoming Annual General Meeting.

Board Approval and Meeting Details

The Board of Directors meeting commenced at 11:15 a.m. IST and concluded at 2:05 p.m. IST on 30 April 2026. The board formally approved the re-appointment of KKC & Associates LLP, Chartered Accountants, bearing Firm Registration Number 105146W/W100621, as the company's statutory auditors.

Audit Term and Duration

The re-appointment represents the auditing firm's second term with Bajaj Finserv, indicating continuity in the company's audit processes and relationships.

About KKC & Associates LLP

KKC & Associates LLP brings extensive experience to the auditing role, having been established in 1936 in Mumbai. The firm has grown significantly over the decades and currently maintains a strong presence across multiple locations.

Firm Profile and Capabilities

The firm's diverse client portfolio and extensive experience in financial, manufacturing, service, and infrastructure sectors align well with Bajaj Finserv's business requirements.

Regulatory Compliance

The announcement was made pursuant to Regulation 30 read with Schedule III of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. The disclosure also complies with the SEBI Master Circular dated 30 January 2026, ensuring full regulatory transparency. The formal communication was addressed to both BSE Limited and National Stock Exchange of India Limited, with the company secretary Uma Shende signing the official disclosure.

The re-appointment reflects Bajaj Finserv's commitment to maintaining robust audit practices and regulatory compliance while ensuring continuity in its financial oversight processes.