Bajaj Finserv Q3 FY26 results, ESOP share issue, Allianz buyout

Revenue Growth 20pctPat Growth 25pctExceptional ItemResults View source PDF Explain this filing

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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.

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AI summary

Board approved Q3 FY26 results on Feb 4, 2026. Consolidated total income Rs 39,708 crore, up 24% YoY. PAT Rs 2,229 crore; Rs 2,936 crore before exceptional items (up 32%). Bajaj Finance PAT Rs 3,978 crore after Rs 1,406 crore accelerated ECL provision. One-time charge of Rs 379 crore for New Labour Codes. Bajaj General PAT Rs 399 crore. Bajaj Life VNB up 59% to Rs 405 crore. Allianz buyout completed in insurance JVs (now 75.01%). Approved 27.36 lakh ESOP shares.

Likely market impact

Revenue and PAT up sharply but offset by exceptional charges for Labour Codes and accelerated ECL provisioning. Insurance JV restructure completed.