Bajaj Finance Q3 FY26: PAT up 23 percent before one-time charges

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

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prior close

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Nifty 100market · index membership as recorded later (tracked since Jun 2026)+0.3%-0.3% vs market

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On the reaction day the stock moved 0.3 pts less than Nifty 100 and in line with 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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AI summary

Bajaj Finance Q3 FY26: Consolidated PAT before one-time charges rose 23 percent to Rs 5,317 crore; AUM grew 22 percent to Rs 4,85,883 crore. Reported PAT at Rs 4,066 crore (down 6 percent) after Rs 1,406 crore accelerated ECL provision and Rs 265 crore Labour Codes charge. Standalone PAT Rs 4,580 crore includes Rs 1,416 crore BHFL share sale gain. Gross NPA 1.21 percent, CRAR 21.45 percent.

Likely market impact

Strong 23 percent underlying PAT growth and 22 percent AUM rise; reported PAT dipped 6 percent on accelerated ECL provision and one-time Labour Codes charge.