H1 FY26 profit rises 19%; assets under management grow 24% to Rs 1.27 lakh crore

Revenue Growth 20pctResults View source PDF Explain this filing

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

-0.5%Reaction day

₹108.29

prior close

₹108.00

announcement price

After-mkt

timing

Nifty Midcap 150market · index membership as recorded later (tracked since Jun 2026)+0.4%-1.0% vs market

Housing Finance Company peers, median of 17sector-0.5%-0.1% vs sector

On the reaction day the stock moved 1.0 pts less than Nifty Midcap 150 and 0.1 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

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Sessions after the filingfrom the prior close

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Reaction day

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Next day

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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

For the half year ended 30 September 2025, Bajaj Housing Finance earned ₹1,226 crore, up 19% year on year. Assets under management rose 24% to ₹1,26,749 crore, and net total income grew 24% to ₹2,110 crore. Gross and net bad-loan ratios remained low at 0.26% and 0.12%. Loan-loss provisions rose to ₹91 crore from ₹15 crore. FY26 asset growth guidance is 21–23%.

Likely market impact

Strong profit and asset growth, with low bad loans, support shareholder sentiment. Higher provisions and housing competition remain near-term risks.