Bajaj Finserv Q2 FY27 growth strong; long-term targets disclosed

Multi-year targets disclosedInvestor Communications View source PDF Explain this filing

BAJAJFINSV · price

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

+1.3%Reaction day

₹1691.50

prior close

₹1712.50

announcement price

In-mkt

timing

Nifty 100market+1.5%-0.2% vs market

Holding Company peers, median of 14sector+0.3%+1.0% vs sector

On the reaction day the stock moved 0.2 pts less than Nifty 100 and 1.0 pts more than its Holding Company 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

-0.1

10m

-0.4

15m

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30m

-0.1

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+1.3+1.5-0.2+0.3+1.0

Next day

+3.8+2.3+1.5+1.2+2.6

+8.8+4.6+4.2+2.9+5.9

+10.2pendingpending+3.2+7.1

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15d

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UpDownMarket · Nifty 100Sector · Holding Company peers, median of 14Pending

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

AI summary

Bajaj Finserv reported Q2 FY27 consolidated revenue of ₹43,416 crore, up 16.7%, and profit attributable to owners of ₹2,758 crore, up 22.9%. Bajaj Finance was the main driver, with AUM up 26.5% and PAT up 28.5%. General Insurance PAT fell 18.8%, while Life Insurance GWP rose 22.8%. The presentation also sets multiyear goals, including operating breakeven by FY2029 for some new businesses and Insurance Marketplace by FY2028.

Likely market impact

Strong earnings and lending growth support the stock, while General Insurance claim pressure and execution risk on new businesses remain concerns.