Bajaj Finance Sees Significant Block Trade on NSE

Bajaj Finance Ltd., a prominent player in the Indian financial services sector, recently witnessed a substantial block trade on the National Stock Exchange (NSE). The transaction involved approximately 1,670,471 shares changing hands at a price of Rs. 1,027.50 per share.

Transaction Details

Aspect	Details
Number of Shares	1,670,471
Price per Share	Rs. 1,027.50
Total Transaction Value	Rs. 171.64 crores

This significant block trade, amounting to Rs. 171.64 crores, highlights the continued interest in Bajaj Finance's stock among institutional investors. Block trades of this magnitude are often executed off the regular market to minimize the impact on the stock price and are typically associated with large institutional investors or high net worth individuals.

Market Implications

While the specific parties involved in this transaction remain undisclosed, such large-scale trades can sometimes signal shifts in institutional holdings or strategic moves by major investors. However, it's important to note that a single block trade does not necessarily indicate a broader trend or change in the company's fundamentals.

Bajaj Finance, known for its strong presence in the consumer finance segment, continues to be a closely watched stock in the Indian financial services sector. Investors and market analysts will likely monitor any potential impact this transaction may have on the stock's performance in the coming trading sessions.

As always, individual investors are advised to conduct their own research and consider their financial goals before making investment decisions based on market movements or large trades.

1 Day	5 Days	1 Month	6 Months	1 Year	5 Years
+0.73%	+4.25%	+6.41%	+17.88%	+53.47%	+230.38%

Bajaj Finance , a leading non-banking financial company (NBFC) in India, has released its operational performance update for the second quarter of the fiscal year 2025-26, showcasing strong growth across key metrics.

Assets Under Management (AUM) Growth

Bajaj Finance reported a significant year-on-year (YoY) growth in its Assets Under Management (AUM):

Metric	As of Sept 30, 2025	As of Sept 30, 2024	YoY Growth
AUM	₹4,62,250 crore	₹3,73,924 crore	24%

The company added approximately ₹20,800 crore to its AUM during the quarter, indicating robust business expansion.

Deposit Book and Customer Base

The company's deposit book and customer franchise also showed positive trends:

Metric	Q2 FY26 Figure	QoQ Growth
Deposit Book	₹69,750 crore	5.4%
Customer Franchise	110.64 million	N/A
New Customers	4.13 million	N/A

New Loan Bookings

Bajaj Finance witnessed a substantial increase in new loan bookings:

Metric	Q2 FY26	Q2 FY25	YoY Growth
New Loan Bookings	12.17	9.69	26%

Market Response

Despite the strong operational performance, Bajaj Finance shares closed flat at ₹989.65 on Friday, suggesting that the market had already priced in these expectations.

Analyst Perspective

Citi, a prominent financial services firm, maintained its target price for Bajaj Finance at ₹9,500. They noted that while the consolidated AUM growth of 23.6% was in line with estimates, it showed a moderation compared to previous periods:

Q2 FY26: 23.6% YoY growth
Q1 FY26: 24.6% YoY growth
Q2 FY25: 28.8% YoY growth

This slight deceleration in growth rate might be a point of interest for investors and analysts in the coming quarters.

In conclusion, Bajaj Finance's Q2 FY26 operational update demonstrates the company's continued strong performance in key areas such as AUM growth, customer acquisition, and loan bookings. However, the marginal slowdown in AUM growth rate and the market's muted response suggest that investors may be looking for further catalysts to drive the stock price higher.