Bajaj Housing Finance Q3 FY26 PAT up 21% at Rs 665 cr; AUM grows 23%

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

+1.2%Reaction day

₹89.80

prior close

₹94.47

announcement price

After-mkt

timing

Nifty Midcap 150market · index membership as recorded later (tracked since Jun 2026)+2.9%-1.7% vs market

Housing Finance Company peers, median of 17sector+1.8%-0.6% vs sector

On the reaction day the stock moved 1.7 pts less than Nifty Midcap 150 and 0.6 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.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-2.8

10m

-3.3

15m

-3.4

30m

-3.7

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+1.2+2.9-1.7+1.8-0.6

Next day

+2.2+3.5-1.4+2.2-0.0

+1.6+3.2-1.6+0.5+1.1

+1.6+3.2-1.6+0.6+1.0

+1.5+4.8-3.3+0.1+1.4

+2.1+5.2-3.1+0.0+2.1

+0.7+4.7-4.1-1.7+2.4

15d

-2.6+2.7-5.2-2.8+0.3

-6.5-1.2-5.3-5.4-1.0

-11.3-5.5-5.8-9.6-1.6

-3.2+4.3-7.5-2.2-1.1

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

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

AI summary

Bajaj Housing Finance reported Q3 FY26 PAT of Rs 665 cr, up 21% YoY. Total income rose 18% to Rs 2,886 cr. AUM grew 23% to Rs 1,33,412 cr; loan assets also up 23% at Rs 1,17,305 cr. Net interest income up 19% at Rs 963 cr. Gross NPA improved to 0.27% from 0.29%. Capital adequacy at 23.15%. A one-time exceptional charge of Rs 13.14 cr was booked due to new Labour Codes impact on gratuity. Joint auditors gave unmodified opinion.

Likely market impact

Strong AUM and PAT growth with improving asset quality. One-time exceptional charge from Labour Codes. Positive earnings momentum continues.