BAJFINANCENSEBajaj Finance Limited· FinanceHighNeutral
Announced Thu, 24 Jul, 2025 · 15:29 IST

Bajaj Finance Limited has submitted to the Exchange, the unaudited financial results for the period ended Jun 30, 2025.

Revenue Growth 20pctResults RestatedExceptional ItemResults View source PDFExplain this filing

BAJFINANCE · price

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Price reactionminutes from the announcement price · days from the prior close
-4.6%Reaction day
₹956.50
prior close
₹906.40
announcement price
After-mkt
timing
Nifty 100market · index membership as recorded later (tracked since Jun 2026)-1.0%-3.6% vs market
Non Banking Financial Company (NBFC) peers, median of 200sector-0.6%-4.0% vs sector

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.

Minutes after the announcementfrom the announcement price · no benchmark
Stock
5m
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10m
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15m
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30m
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Sessions after the filingfrom the prior close
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Reaction day
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Next day
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2d
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3d
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1w
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15d
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1m
-5.8-0.4-5.3-2.1-3.7
2m
+5.9-0.5+6.4-3.6+9.5
3m
+13.2+3.4+9.8-2.6+15.8
UpDownMarket · Nifty 100Sector · Non Banking Financial Company (NBFC) peers, median of 200Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Bajaj Finance reported standalone Q1 FY26 profit after tax of ₹4,133 crore, up 22% from ₹3,402 crore in Q1 FY25. Total income rose 22% to ₹16,697 crore, led by 22% growth in interest income to ₹14,491 crore. On a consolidated basis, PAT grew 22% to ₹4,765 crore and assets under management expanded 25% to ₹4.41 lakh crore. Customer franchise grew 21% to 106.51 million, with 13.49 million new loans booked (up 23%). Pre-provisioning operating profit rose 22% to ₹8,487 crore. The joint auditors (Price Waterhouse LLP and Kirtane & Pandit LLP) issued an unmodified opinion with no qualifications.

Likely market impact

Strong AUM and profit growth reinforce the company's positioning as a leading non-bank lender, but a slight uptick in gross NPAs (to 1.28% standalone, 1.03% consolidated) and a leadership change with Rajeev Jain re-designated as VC & MD replacing Anup Saha are points to watch. Share subdivision (₹2 to ₹1) and 4:1 bonus issue completed in June have increased share count 5x, with prior period EPS restated accordingly.