We wish to provide you the investor presentation that will be made at analyst/institutional investors meeting scheduled from 11 to 15 May 2026 in USA and Canada.
BAJAJFINSV · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Bajaj Finserv filed an investor presentation ahead of roadshow meetings with US and Canadian institutional investors. The presentation details the diversified financial services group's strong performance, with customer franchise growing from 30 million (FY16) to 180 million (FY26) and consolidated revenue reaching $16.5 billion. Key highlights include the completed acquisition of Allianz stake making insurance businesses 100% Bajaj-owned, strong capital generation with estimated excess capital of $4.95 billion across subsidiaries, and AI transformation initiatives with 250+ team members and 300+ projects. The group outlined long-range strategy targets for 2025-30 projecting ~20% CAGR in total income and ~2.5x customer franchise growth. Bajaj Finance (AUM $41 billion), Bajaj General Insurance (3rd largest insurer), and Bajaj Life Insurance (fastest growing at 35% VNB CAGR) remain the core profit drivers.
The presentation reinforces Bajaj Finserv's strong market position across NBFC, insurance, and housing finance segments with multi-year growth visibility. The completed Allianz acquisition removes minority shareholder complexity, while the AI-first transformation strategy positions the group for operational efficiency gains. Positive for existing shareholders seeking exposure to India's growing financial services sector.