Bajaj Finance Q2 FY26 results: Standalone PAT Rs 4,251 cr, loan book up 23% YoY

Revenue Growth 20pctExceptional ItemRelated Party TransactionsNegative Operating CashflowResults View source PDF Explain this filing

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Price reactionminutes from the announcement price · days from the prior close

-7.1%Reaction day

₹1086.60

prior close

₹1043.70

announcement price

After-mkt

timing

Nifty 100market · index membership as recorded later (tracked since Jun 2026)+0.4%-7.5% vs market

Non Banking Financial Company (NBFC) peers, median of 204sector-0.1%-7.0% vs sector

On the reaction day the stock moved 7.5 pts less than Nifty 100 and 7.0 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

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10m

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15m

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Sessions after the filingfrom the prior close

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Reaction day

-7.1+0.4-7.5-0.1-7.0

Next day

-7.0+1.0-8.0-0.1-6.8

-7.3+1.0-8.4+0.1-7.4

-6.5+1.1-7.6+0.2-6.6

-5.5+1.6-7.0+0.0-5.5

-6.6+1.1-7.7-0.7-5.9

-5.3+2.0-7.3-1.5-3.9

15d

-5.6+1.4-7.0-2.5-3.1

-7.2+0.7-7.9-5.0-2.2

-12.6+0.5-13.1-6.2-6.4

-11.0+1.4-12.4-8.9-2.1

UpDownMarket · Nifty 100Sector · Non Banking Financial Company (NBFC) peers, median of 204Pending

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

AI summary

Bajaj Finance Q2 FY26 standalone PAT Rs 4,251 cr vs Rs 5,614 cr last year, the dip driven by a Rs 2,544 cr exceptional BHFL IPO gain in the base quarter. Revenue rose 19% YoY to Rs 17,184 cr; pre-exceptional profit up 23%. Consolidated PAT grew 23% to Rs 4,948 cr. Loan book up 23% to Rs 4.52 lakh cr. Gross NPA moved up to 1.59% from 1.33%. Bonus share issue completed in June 2025.

Likely market impact

Strong loan book growth and pre-exceptional profit rise signal healthy momentum; rising NPAs and prior year base may temper sentiment.