Bajaj Finance: Morgan Stanley on Bajaj Finance Overweight, Target Price ₹1,120, citing above-estimate AUM growth (24% YoY), 20% loan growth, 17% customer franchise growth, strong BHFL momentum, while Q1 NIMs, credit costs and FY27 outlook remain key monitorables.

 03 Jul 2026 09:00 AM

Bajaj Finance: Morgan Stanley on Bajaj Finance Overweight, Target Price ₹1,120, citing above-estimate AUM growth (24% YoY), 20% loan growth, 17% customer franchise growth, strong BHFL momentum, while Q1 NIMs, credit costs and FY27 outlook remain key monitorables.

Bajaj Finance: JPM on Bajaj Fin Maintains OW, Target Price raised to ₹1,215 on strong 1Q FY27 update, driven by better-than-expected AUM growth (+7.2% QoQ, +23.9% YoY to ₹5.47 tn), record 5.1 mn new customer additions easing growth concerns, flat deposit book at ₹685 bn, and increased confidence in FY27 AUM growth at the higher end of guidance, implying upside to consensus.

 03 Jul 2026 09:00 AM

Bajaj Finance: JPM on Bajaj Fin Maintains OW, Target Price raised to ₹1,215 on strong 1Q FY27 update, driven by better-than-expected AUM growth (+7.2% QoQ, +23.9% YoY to ₹5.47 tn), record 5.1 mn new customer additions easing growth concerns, flat deposit book at ₹685 bn, and increased confidence in FY27 AUM growth at the higher end of guidance, implying upside to consensus.

Bajaj Finance: Citi on Bajaj Fin Maintains Buy with Target Price of ₹1,120 on strong 1QFY27 AUM growth (23.9% YoY, 7.2% QoQ) at the upper end of guidance, robust growth across sales finance, mortgages, gold loans, tractor, CV/CE and new car financing, 20% YoY growth in new loans to 16.13 million, 17% YoY customer franchise growth to 124.43 million, while SME lending remains cautious and the captive 2W/3W book continues to decline.

 03 Jul 2026 09:01 AM

Bajaj Finance: Citi on Bajaj Fin Maintains Buy with Target Price of ₹1,120 on strong 1QFY27 AUM growth (23.9% YoY, 7.2% QoQ) at the upper end of guidance, robust growth across sales finance, mortgages, gold loans, tractor, CV/CE and new car financing, 20% YoY growth in new loans to 16.13 million, 17% YoY customer franchise growth to 124.43 million, while SME lending remains cautious and the captive 2W/3W book continues to decline.

Bajaj Finance: AUM Increased By 24% Year Over Year As Of June 30, 2026, With A Deposit Book Totaling 685 Billion Rupees.

 02 Jul 2026 08:13 PM

Bajaj Finance: AUM Increased By 24% Year Over Year As Of June 30, 2026, With A Deposit Book Totaling 685 Billion Rupees.

Bajaj Finance: Co. Issues 2,00,000 NCDs Worth ₹2,000.45 Crore Through Private Placement.

 24 Jun 2026 12:02 PM

Bajaj Finance: Co. Issues 2,00,000 NCDs Worth ₹2,000.45 Crore Through Private Placement.

Bajaj Finance: JPMorgan maintains Overweight on Bajaj Finance with a Target Price of ₹1,080, citing strong growth momentum, stable asset quality despite macro/geopolitical risks, controlled 10–12bps FY27 NIM decline guidance, AI-led cost leverage and lower credit costs supporting a 26% earnings CAGR over FY26–28.

 19 Jun 2026 08:52 AM

Bajaj Finance: JPMorgan maintains Overweight on Bajaj Finance with a Target Price of ₹1,080, citing strong growth momentum, stable asset quality despite macro/geopolitical risks, controlled 10–12bps FY27 NIM decline guidance, AI-led cost leverage and lower credit costs supporting a 26% earnings CAGR over FY26–28.

Bajaj Finance: Allocates 4.5 Lakh Secured Redeemable NCD's Worth ₹4,505.15 Crores Through Private Placement; Debentures To Be Listed On BSE's Wholesale Debt Market With Coupon Rates Of 7.93% And 8.00% Annually.

 12 Jun 2026 02:20 PM

Bajaj Finance: Allocates 4.5 Lakh Secured Redeemable NCD's Worth ₹4,505.15 Crores Through Private Placement; Debentures To Be Listed On BSE's Wholesale Debt Market With Coupon Rates Of 7.93% And 8.00% Annually.

Bajaj Finance: Morgan Stanley maintains an Overweight on Bajaj Finance with a Target Price of ₹1,120, citing a buoyant operating environment, stable loan growth and asset quality outlook, ongoing investor focus on AI initiatives, and manageable NIM moderation despite pressure on funding costs from rising bond yields.

 19 May 2026 08:56 AM

Bajaj Finance: Morgan Stanley maintains an Overweight on Bajaj Finance with a Target Price of ₹1,120, citing a buoyant operating environment, stable loan growth and asset quality outlook, ongoing investor focus on AI initiatives, and manageable NIM moderation despite pressure on funding costs from rising bond yields.

Bajaj Finance: Gold Loan Portfolio Expected To Hit 5% Of Total AUM By FY'27, With MSME Growth Projected To Return To Double Digits In Q2 And Q3 FY'27. This Outlook Relies On Reduced Geopolitical Tensions And Economic Stability, As Management Notes Favorable Trends In Credit Costs.

 30 Apr 2026 09:14 AM

Bajaj Finance: Gold Loan Portfolio Expected To Hit 5% Of Total AUM By FY'27, With MSME Growth Projected To Return To Double Digits In Q2 And Q3 FY'27. This Outlook Relies On Reduced Geopolitical Tensions And Economic Stability, As Management Notes Favorable Trends In Credit Costs.

Bajaj Finance: Long-Term AUM Growth Guidance Set at 22% to 25%, Committing to Over 20% Yearly. New Ventures Like Gold Loan, Tractor, and CV Expected to Accelerate Growth, With Gold Loan Projected to Hit 5% of Total AUM by FY'27 from 3.5% Now.

 30 Apr 2026 09:04 AM

Bajaj Finance: Long-Term AUM Growth Guidance Set at 22% to 25%, Committing to Over 20% Yearly. New Ventures Like Gold Loan, Tractor, and CV Expected to Accelerate Growth, With Gold Loan Projected to Hit 5% of Total AUM by FY'27 from 3.5% Now.

Bajaj Finance: HSBC on Bajaj Finance Buy maintained, Target Price Rs 920 (cut from Rs 1110) amid Middle East conflict-led earnings risk with cuts to AUM growth, margins and EPS, liability pressures emerging first and potential asset quality risks, while preferring private banks and select NBFCs like Cholamandalam Investment and Finance and Shriram Finance, with LIC Housing Finance seen as defensive.

 01 Apr 2026 09:13 AM

Bajaj Finance: HSBC on Bajaj Finance Buy maintained, Target Price Rs 920 (cut from Rs 1110) amid Middle East conflict-led earnings risk with cuts to AUM growth, margins and EPS, liability pressures emerging first and potential asset quality risks, while preferring private banks and select NBFCs like Cholamandalam Investment and Finance and Shriram Finance, with LIC Housing Finance seen as defensive.

Bajaj Finance: Company Issues 2.5 Lakh Secured Redeemable Non-Convertible Debentures Worth ₹2,500.20 Crore Privately; Debentures Set to Be Listed on BSE's Wholesale Debt Market; Interest Rates of 7.40% and 7.55% Annually.

 20 Feb 2026 01:12 PM

Bajaj Finance: Company Issues 2.5 Lakh Secured Redeemable Non-Convertible Debentures Worth ₹2,500.20 Crore Privately; Debentures Set to Be Listed on BSE's Wholesale Debt Market; Interest Rates of 7.40% and 7.55% Annually.

Bajaj Finance: Executive Predicts Gold Loan Business Will Reach 160 Billion Rupees by Year-End, Up from 120 Billion Rupees Currently. 💰📈

 10 Nov 2025 07:20 PM

Bajaj Finance: Executive Predicts Gold Loan Business Will Reach 160 Billion Rupees by Year-End, Up from 120 Billion Rupees Currently. 💰📈