Bajaj Finserv Q3 FY26: PAT up 32% before one-time charges

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BAJAJFINSV · price

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

+0.3%Reaction day

₹2011.10

prior close

₹2003.20

announcement price

In-mkt

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Nifty 100market · index membership as recorded later (tracked since Jun 2026)+0.3%+0.0% vs market

Holding Company peers, median of 12sector+0.2%+0.1% vs sector

On the reaction day the stock moved in line with Nifty 100 and 0.1 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

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10m

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15m

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30m

+1.4

Sessions after the filingfrom the prior close

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Reaction day

+0.3+0.3+0.0+0.2+0.1

Next day

-0.5-0.2-0.3+0.6-1.1

+0.5-0.1+0.5+0.6-0.2

+0.7+0.7+0.0+4.2-3.5

+0.6+0.9-0.3+5.2-4.6

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+0.8-0.8+1.6+3.1-2.3

15d

+1.6-0.4+2.0-0.5+2.1

-6.6-4.5-2.1-6.9+0.3

-16.9-10.4-6.5-14.0-2.9

-11.6-4.8-6.8-4.1-7.5

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

AI summary

Bajaj Finserv Q3 FY26 consolidated total income rose 24% to 39,708 crore. PAT was 2,229 crore, flat YoY; before one-time charges, PAT was 2,936 crore (up 32%). Exceptional items: 1,406 crore accelerated ECL at Bajaj Finance and 379 crore for new Labour Codes. Nine-month PAT up 12% to 7,262 crore. Bajaj Finance AUM grew 22% to 4,84,477 crore. Insurance arms showed strong growth. Board approved 27.36 lakh shares to ESOP Trust.

Likely market impact

One-time charges suppressed reported PAT, but core business showed strong growth across lending and insurance. Modest ESOP dilution.