Bajaj Housing Finance Limited has scheduled a conference call to discuss its financial results for the quarter ended September 30, 2026. The meeting is set for October 16, 2026, at 5:30 pm IST.

The intimation was made pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. JM Financial Institutional Securities Limited is inviting participants to the interaction.

Conference Call Details

The management team will address analysts and investors regarding the company's performance in Q2FY27. Access details for the live discussion have been released for domestic and international participants.

Company Participants

Senior management executives including Atul Jain, Managing Director, and Gaurav Kalani, Chief Financial Officer, will lead the proceedings. They will be accompanied by other members of the senior management team.

International Access Numbers

Investors dialing in from outside India can use the following toll-free numbers:

• USA: 1 866 746 2133
• UK: 0 808 101 1573
• Singapore: 800 101 2045
• Hong Kong: 800 964 448

Participants are advised to dial in 10 minutes prior to the scheduled start time to ensure timely connection. A live webcast link is also available for those wishing to view the call online.

Bajaj Housing Finance Ltd reported a 25% year-on-year expansion in its Assets Under Management (AUM) for the quarter ended September 30, 2026. The NBFC’s book size reached ₹1,58,190 crore, driven by robust gross disbursements of ₹19,930 crore.

The company disclosed these provisional figures in a filing to stock exchanges on October 3, 2026. The growth trajectory highlights sustained demand in the housing finance sector, with the loan book expanding significantly compared to the same period last fiscal year.

Disbursement and AUM Performance

Gross disbursements for Q2FY27 stood at approximately ₹19,930 crore, marking a substantial increase from ₹15,914 crore recorded in Q2FY26. This surge in lending activity directly contributed to the expansion of the asset base.

As of September 30, 2026, the total AUM grew by 25% to ₹1,58,190 crore, up from ₹1,26,749 crore as of September 30, 2025. During the quarter itself, the AUM increased by approximately ₹8,566 crore, indicating strong intra-quarter momentum.

Loan Book Expansion

The company’s Loan Assets (Adjusted Revenue) also witnessed significant growth. Loan assets stood at approximately ₹1,39,850 crore as of September 30, 2026, compared to ₹1,13,059 crore in the corresponding period of the previous year. This reflects a steady accumulation of interest-earning assets alongside the broader AUM increase.

What the Numbers Show

The parallel growth in gross disbursements and AUM suggests that Bajaj Housing Finance is effectively converting new originations into long-term assets without significant attrition or repayment pressure outpacing new business. The 25% YoY jump in both disbursements and AUM indicates a balanced growth strategy where the inflow of new loans matches the overall expansion of the balance sheet, maintaining a consistent ratio between quarterly additions and the total book size.