Bajaj Housing Finance Limited has informed the Exchange regarding Board Meeting held on 27 April 2026, for approving audited financial results of the Company for the quarter and year ended 31 March 2026

Exceptional ItemNegative Operating CashflowResults View source PDF Explain this filing

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

-1.9%Reaction day

₹91.25

prior close

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announcement price

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Nifty Midcap 150market · index membership as recorded later (tracked since Jun 2026)+0.1%-2.0% vs market

Housing Finance Company peers, median of 17sector-0.6%-1.3% vs sector

On the reaction day the stock moved 2.0 pts less than Nifty Midcap 150 and 1.3 pts less than its Housing Finance Company peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

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UpDownMarket · Nifty Midcap 150Sector · Housing Finance Company peers, median of 17Pending

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AI summary

Bajaj Housing Finance reported a strong Q4 and FY26 with Assets Under Management rising 23% YoY to ₹1,40,706 crore and loan assets growing 24% to ₹1,23,745 crore. Profit after tax for Q4 FY26 rose 14% YoY to ₹669 crore, while FY26 PAT grew 18% to ₹2,560 crore (20% adjusted for a one-time tax benefit in FY25). Net Interest Income for FY26 jumped 25% to ₹3,752 crore, and profit before tax increased 20% to ₹3,320 crore. Asset quality remained healthy with Gross NPA at 0.27% (vs 0.29%) and Net NPA steady at 0.11%. The company recorded a one-time exceptional charge of ₹13.14 crore related to new Labour Codes impact on gratuity. Joint statutory auditors Singhi & Co. and Mukund M. Chitale & Co. issued an unmodified (clean) opinion on the results.

Likely market impact

Strong loan book expansion (24%), improving AUM (23%), and stable asset quality (GNPA at 0.27%) suggest continued business momentum for shareholders. The clean audit opinion and 18% PAT growth reinforce fundamentals, though higher finance costs and provisions are worth monitoring. The 18th AGM is scheduled for 29 July 2026.