Bajaj Finserv Limited has informed the Exchange about Investor Presentation
BAJAJFINSV · price
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Bajaj Finserv has filed its International Investor Presentation for FY2025 ahead of analyst/investor meetings scheduled for 4-6 August 2025. The deck highlights record consolidated revenue and PAT in FY25, with key subsidiaries showing strong growth: Bajaj Finance AUM at $47,892MM (PAT $1,929MM), Bajaj Housing Finance AUM at $13,182MM, Bajaj Allianz General Insurance (BAGIC) PAT at $211MM, and Bajaj Allianz Life Insurance (BALIC) 5-year VNB CAGR of 38%. The company disclosed its Long Range Strategy 2024-29 aspirational targets, aiming to grow consolidated Total Income from $12.6B to $34.5B and PAT from $0.9B to $2.3B by 2029. The presentation also updates on the 26% equity acquisition from Allianz SE in BAGIC and BALIC (SPAs signed 17 March 2025), with CCI and IRDAI approvals already received.
Positive for shareholders — the presentation reinforces strong multi-year growth trajectory across all major subsidiaries, with clear aspirational targets and progress on the strategic Allianz stake buyout that could simplify group structure and boost future earnings. The detailed disclosures around embedded value, solvency margins, and capital adequacy provide comfort on financial strength, though BAGIC's Combined Ratio rising to 102.3% warrants monitoring.