Bajaj Finance Latest Results: Executive Remains Optimistic on FY27 Credit Cost Forecast 4 days ago
More news about Bajaj Finance
30Jul 26
Bajaj Finance Records ₹94.28 Crore Block Trade on BSE at ₹1046.50 Per Share
A block trade worth ₹94.28 crore was executed on the BSE involving approximately 900937 shares of Bajaj Finance at ₹1046.50 per share. Block trades of this magnitude are typically associated with institutional participation and are executed outside the regular order book. The transaction reflects notable activity in Bajaj Finance shares on the exchange.
24Jul 26
Bajaj Finance Records ₹107.63 Crore Block Trade on NSE at ₹1010.70 Per Share
Bajaj Finance witnessed a block trade on the NSE valued at ₹107.63 crore, involving approximately 10,64,939 shares at ₹1010.70 per share. Block trades of this magnitude are generally associated with large institutional participation and are executed through a dedicated exchange window to limit price disruption.
24Jul 26
Bajaj Finance Records ₹101.25 Crore Block Trade on NSE at ₹1009.70 Per Share
A block trade worth ₹101.25 crore was executed on the NSE for Bajaj Finance, involving approximately 1002780 shares at ₹1009.70 per share. The transaction reflects significant large-lot activity in the stock, typically associated with institutional market participants. The deal highlights continued institutional engagement with Bajaj Finance on the exchange.
24Jul 26
Bajaj Finance Records ₹107.14 Crore Block Trade on NSE at ₹1011.80 Per Share
A block trade worth ₹107.14 crore was recorded on the NSE for Bajaj Finance, involving approximately 10,58,888 shares at ₹1011.80 per share. Such large-scale transactions are generally associated with institutional activity and are executed to limit market impact. The trade highlights significant participation by large investors in the Bajaj Finance counter.
24Jul 26
Bajaj Finance Records ₹110.08 Crore Block Trade on NSE at ₹1011.40 Per Share
Bajaj Finance recorded a block trade on the NSE valued at ₹110.08 crores, involving approximately 1,088,359 shares at a price of ₹1011.40 per share. Block trades of this magnitude are typically linked to institutional participation and represent significant activity in the counter. The transaction highlights notable interest in Bajaj Finance shares at the prevailing price level.
24Jul 26
Bajaj Finance Records ₹21.55 Crore Block Trade on NSE at ₹1007.50 Per Share
Bajaj Finance recorded a block trade on the NSE involving approximately 2,13,923 shares at ₹1007.50 per share. The total value of the transaction stood at ₹21.55 crores. Such block deals are generally associated with large institutional participation and are disclosed separately by the exchange.
Bajaj Finance Sees Block Trades on NSE and BSE Totalling ₹186.77 Crores
Bajaj Finance recorded two block trades across NSE and BSE, with the NSE trade valued at ₹123.43 crores for ~1,160,381 shares at ₹1063.70 per share, and the BSE trade valued at ₹63.34 crores for ~603,916 shares at ₹1048.80 per share, highlighting strong institutional participation in the counter.
Bajaj Finance Records ₹25.50 Crore Block Trade on NSE at ₹1001.50 Per Share
Bajaj Finance recorded a block trade on the NSE involving approximately 254,584 shares at ₹1001.50 per share, amounting to a total value of ₹25.50 crores. Such block transactions are typically associated with institutional-level market activity. The trade highlights significant volume movement in Bajaj Finance shares on the exchange.
JPMorgan Maintains Overweight on Bajaj Finance with Target Price of ₹1,080, Flags 26% Earnings CAGR Over FY26–28
JPMorgan has maintained an Overweight rating on Bajaj Finance with a target price of ₹1,080, citing strong growth momentum and stable asset quality. The brokerage notes a controlled NIM decline guidance of 10–12 bps for FY27, with AI-led cost leverage and lower credit costs acting as key earnings tailwinds. These factors are expected to drive a 26% earnings CAGR over FY26–28, even amid macro and geopolitical risks.
Bajaj Finance Block Trades on BSE and NSE Span Multiple Sessions
Bajaj Finance has seen sustained block trade activity across BSE and NSE, with three recorded transactions totalling significant institutional participation. The trades include a BSE deal worth ₹172.96 crore (~20,00,127 shares at ₹864.75), a first NSE trade worth ₹73.72 crore (~8,47,348 shares at ₹870.00), and a latest NSE block trade worth ₹15.33 crore (~1,73,997 shares at ₹880.90 per share).
25May 26
Bajaj Finance Records ₹37.76 Crore Block Trade on NSE at ₹925.40 Per Share
Bajaj Finance recorded a block trade on the NSE involving approximately 4,08,035 shares at ₹925.40 per share, with a total transaction value of ₹37.76 crores. Such large-scale block trades are typically executed outside the regular order book by institutional investors to minimise market impact, highlighting continued interest in the stock.
Morgan Stanley Maintains Overweight Rating on Bajaj Finance with Target Price of ₹1,120
Morgan Stanley has maintained its Overweight rating on Bajaj Finance with a target price of ₹1,120, supported by a buoyant operating environment and stable loan growth and asset quality outlook. Rising bond yields are creating funding cost pressure; however, the resulting NIM moderation is deemed manageable by the brokerage. Investor focus on the company's AI initiatives continues to be highlighted as a key theme in Morgan Stanley's assessment.
Bajaj Finance has outlined comprehensive FY27 financial targets including ROA of 4.40-4.60% and ROE of 19-20%, while expecting operational efficiency improvements and stable asset quality. The company maintains its long-term AUM growth guidance of 22-25% with gold loan portfolio projected to reach 5% of total AUM by FY27, and MSME growth expected to return to double digits in Q2-Q3 FY27.
30Apr 26
Bajaj Finance Receives Multiple Buy Ratings from Top Brokerages with Target Prices Up to ₹1,210
Bajaj Finance has received multiple Buy/Overweight ratings from leading brokerages including Citigroup, Morgan Stanley, Nomura, Jefferies, and HSBC, with target prices ranging from ₹1,100 to ₹1,210. The positive sentiment follows strong Q4 performance showing 22% PAT growth, 4.60% RoA, and improving credit costs at 1.75% with further decline expected to 1.45-1.60%. Management's FY27 guidance projects 22-24% AUM growth with target RoA of 4.30-4.70% and RoE of 19-20%, supporting sustained growth momentum despite elevated valuations.
Bajaj Finance Records Rs. 51.72 Crore Block Trade on NSE at Rs. 922.20 Per Share
Bajaj Finance has executed a revised block trade on NSE valued at Rs. 51.72 crores for around 560,874 shares at Rs. 922.20 per share. This substantial institutional transaction demonstrates continued investor interest in the leading NBFC and represents strategic portfolio positioning by large market participants.
Bajaj Finance Records Rs. 16.49 Crore Block Trade on NSE at Rs. 851.00
Bajaj Finance Ltd. witnessed substantial institutional activity with a block trade worth Rs. 16.49 crores on NSE, involving approximately 193,754 shares executed at Rs. 851.00 per share. The transaction highlights continued institutional participation and market liquidity in one of India's leading non-banking financial companies.
Macquarie Maintains Underperform Rating on Bajaj Finance with ₹860 Target Price
Macquarie maintains Underperform rating on Bajaj Finance with ₹860 target price, citing FY26 AUM growth projection of 22% - the lowest in 15 years excluding FY21. The brokerage highlights challenges in sustaining 4%+ ROA at scale and weakening deposit mix declining to 16%, while acknowledging upside risks from potential stronger loan growth and margin improvements.
HSBC Maintains Buy Rating on Bajaj Finance, Cuts Target Price to Rs 920 Amid Regional Risk Concerns
HSBC has maintained its Buy rating on Bajaj Finance while cutting the target price to Rs 920 from Rs 1110, citing Middle East conflict-related earnings risks. The brokerage expects cuts to AUM growth, margins and EPS, with liability pressures emerging first followed by potential asset quality risks. HSBC prefers private banks and select NBFCs like Cholamandalam Investment and Finance and Shriram Finance, while viewing LIC Housing Finance as defensive.
24Mar 26
Bajaj Finance Ltd. Records Rs. 24.80 Crore NSE Block Trade at Rs. 822.50 Per Share
Bajaj Finance Ltd. recorded a significant NSE block trade worth Rs. 24.80 crores involving approximately 301,540 shares at Rs. 822.50 per share. The transaction highlights substantial institutional activity and provides insights into large-scale investment decisions in the financial services company's stock.
24Mar 26
MOSL Issues Buy Rating for Bajaj Finance with Target Price of Rs 900
Motilal Oswal Securities has issued a Buy rating for Bajaj Finance with a target price of Rs 900, citing medium-term growth acceleration potential despite near-term reset. The recommendation is supported by AI-led productivity gains, proactive risk management improving asset quality, and attractive valuations at ~3.7x FY27E P/BV and ~20x P/E ratios.
Bajaj Housing Finance Shares Extend Decline, Down 47% from Record High
Bajaj Housing Finance shares declined 1.02% to ₹94.91 on Thursday, marking the third consecutive session of losses. The stock has corrected sharply from its record high of ₹180.00, representing a decline of nearly 47% from peak levels. Despite the correction, shares still trade above the IPO price of ₹70.00, though significantly below the strong debut price of ₹150.00.