Bajaj Finance Limited has informed the Exchange regarding Board meeting held on July 24, 2025.
BAJFINANCE · price
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On the reaction day the stock moved 3.6 pts less than Nifty 100 and 4.0 pts less than its Non Banking Financial Company (NBFC) peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.
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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.
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.