Q2 FY26 results - consolidated PAT rises 13.5% YoY to Rs 4,746 cr

Revenue Growth 20pctExceptional ItemResults View source PDF Explain this filing

BAJAJFINSV · price

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

-6.0%Reaction day

₹2120.10

prior close

₹1984.80

announcement price

In-mkt

timing

Nifty 100market · index membership as recorded later (tracked since Jun 2026)+0.4%-6.4% vs market

Holding Company peers, median of 13sector-0.2%-5.8% vs sector

On the reaction day the stock moved 6.4 pts less than Nifty 100 and 5.8 pts less 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

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Sessions after the filingfrom the prior close

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Reaction day

-6.0+0.4-6.4-0.2-5.8

Next day

-3.8+1.0-4.9+1.4-5.2

-3.0+1.0-4.0+1.9-4.8

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15d

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-5.6+0.5-6.1-12.3+6.7

-4.6+1.4-6.0-5.8+1.2

UpDownMarket · Nifty 100Sector · Holding Company peers, median of 13Pending

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

AI summary

Bajaj Finserv posted consolidated Q2 FY26 total income of Rs 37,403 cr (up 11% YoY) and PAT of Rs 4,746 cr (up 13.5% YoY). H1 FY26 PAT attributable to owners rose 19% to Rs 5,033 cr; H1 EPS was Rs 31.5 vs Rs 26.5. Standalone Q2 PAT was Rs 1,085 cr. Auditor KKC & Associates issued an unmodified opinion. Board noted progress on acquiring 26% stake in BAGIC and BALIC from Allianz; CCI and IRDAI approvals received.

Likely market impact

Consolidated PAT for owners up 19% in H1 YoY on steady growth across lending and insurance. Allianz deal advancing with key approvals secured.