BAJFINANCENSEBajaj Finance Limited· FinanceHighNeutral
Announced Thu, 24 Jul · 15:31 IST

Bajaj Finance Limited has informed the Exchange regarding Board meeting held on July 24, 2025.

Revenue Growth 20pctResults RestatedResults View source PDF

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Bajaj Finance reported its Q1 FY26 results on July 24, 2025, showing strong growth across key metrics. Consolidated profit after tax rose 22% YoY to ₹4,765 crore, while assets under management grew 25% to ₹4,41,450 crore. New loans booked increased 23% to 13.49 million and customer franchise expanded 21% to 106.51 million. Net interest income climbed 22% to ₹10,227 crore. On the standalone basis, PAT grew 22% to ₹4,133 crore and AUM grew 24% to ₹3,25,438 crore. Asset quality saw a slight uptick in stress, with consolidated gross NPA at 1.03% (vs 0.86% YoY) and net NPA at 0.50% (vs 0.38% YoY). The company completed a stock split (face value ₹2 to ₹1) and 4:1 bonus issue in June 2025, with EPS for prior periods restated accordingly.

Likely market impact

Strong double-digit growth in AUM, PAT and customer franchise signals healthy business momentum. However, the marginal uptick in NPAs and the management transition (Anup Saha resigned as MD, Rajeev Jain redesignated as VC & MD) are points investors should watch. Overall, the results are positive for shareholders.