BAJAJFINSVBSEBajaj Finserv Ltd· FinanceHighNeutral
Announced Tue, 18 Nov, 2025 · 19:43 IST

Submission of Half-Yearly Report for FY2026.

BAJAJFINSV · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close
-0.4%Reaction day
₹2053.30
prior close
₹2059.40
announcement price
After-mkt
timing
Nifty 100market · index membership as recorded later (tracked since Jun 2026)+0.5%-0.9% vs market
Holding Company peers, median of 13sector-0.6%+0.2% vs sector

On the reaction day the stock moved 0.9 pts less than Nifty 100 and 0.2 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
5m
-1.0
10m
-0.9
15m
-0.9
30m
-0.9
Sessions after the filingfrom the prior close
StockMarketvs marketSectorvs sector
Reaction day
-0.4+0.5-0.9-0.6+0.2
Next day
+2.1+0.9+1.2-1.4+3.5
2d
+0.2+0.3-0.1-2.7+2.9
3d
-0.6-0.2-0.4-3.0+2.4
4d
-1.0-0.4-0.6-2.8+1.8
5d
+1.4+0.8+0.6-1.0+2.4
1w
+2.0+0.8+1.2-2.2+4.1
15d
+0.3-1.0+1.3-6.8+7.1
1m
-0.4-0.1-0.3-6.3+5.9
2m
-1.6-1.3-0.4-10.9+9.3
3m
-0.6-1.6+1.0-8.8+8.1
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 reported consolidated total income of ₹72,854 crore for H1FY26, up 12% from ₹65,184 crore a year earlier, while consolidated profit after tax rose 19% to ₹5,033 crore. Subsidiary Bajaj Finance led the show, posting a 21% rise in profit after tax to ₹9,575 crore with assets under management up 24% at ₹4,62,261 crore and net NPAs steady at 0.60%. Bajaj Life Insurance recorded a 47% jump in value of new business to ₹512 crore on 20% growth in gross written premium, while Bajaj General Insurance's profit grew 10% to ₹1,177 crore with an improved combined ratio of 101.9%. The company also received CCI and IRDAI approvals to acquire Allianz's stake in its two insurance JVs, which have been renamed Bajaj Life Insurance Ltd. and Bajaj General Insurance Ltd. Earnings per share for the half year stood at ₹31.5 versus ₹26.5 last year.

Likely market impact

Solid double-digit growth across lending, life insurance and general insurance businesses signals healthy operating momentum for shareholders, with healthy solvency ratios at subsidiaries (339% and 346%) providing a strong cushion. The Allianz acquisition and rebranding simplify the group structure and should support a unified brand strategy going forward.