Bajaj Finserv Limited has informed the Exchange about Investor Presentation
BAJAJFINSV · price
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Bajaj Finserv reported its highest-ever quarterly consolidated profit after tax of ₹2,789 crore for Q1 FY2026, up 30% year-on-year, with consolidated revenue growing 13% to ₹35,451 crore. Consolidated net worth rose 19% to ₹75,250 crore and book value per share reached ₹471. Key subsidiaries showed strong performance: Bajaj Finance AUM grew 25% to ₹4,41,450 crore with 22% PAT growth, Bajaj Housing Finance AUM rose 24% to ₹1,20,420 crore, and Bajaj Allianz Life Insurance saw VNB jump 39% with NBM improving from 6.9% to 11.1%. The company provided an update on its acquisition of Allianz's 26% stake in the insurance JVs, noting CCI and IRDAI approvals have been received, with the first tranche (minimum 6.1%) to be completed within 6 months of IRDAI approval.
Strong all-round performance across subsidiaries supports positive sentiment for shareholders. The acquisition of full ownership in the insurance JVs from Allianz is a significant strategic move that will boost consolidated earnings and give BFS complete control over two profitable insurance businesses. Improving margins in life insurance and steady asset growth in lending businesses point to a healthy growth trajectory, though elevated loan losses at Bajaj Finance remain a watch point.