Bajaj Finance Limited has informed the Exchange regarding the media release by the Company, titled Bajaj Finance records 27% surge in festive loan volume; Advances Financial Inclusion as first-time borrowers form 52% of new-to-Bajaj Finance customers".
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Bajaj Finance reported strong festive season performance between September 22 and October 26, 2025, disbursing around 63 lakh loans, up 27% in volume and 29% in value versus the same period last year. The company added 23 lakh new customers during this window, with 52% being new-to-credit borrowers taking their first formal loan, supporting financial inclusion. Growth was driven by recent GST reforms and personal income tax changes, which lowered effective prices and spurred a premiumization trend — for instance, loans for 40-inch and larger TVs rose to 71% of TV financing from 67% a year ago, even as average ticket size dropped 6%. The lender attributes momentum to its 239,000 distribution points across 4,200 locations and its digital platforms serving 110 million customers.
Positive read on near-term loan demand and asset growth, likely to lift investor sentiment on Bajaj Finance's consumer finance franchise; no change to formal guidance, but the data supports a healthy AUM trajectory heading into Q3 FY26 results.