Operates as an NBFC with FY26 total revenue of Rs 2,608.8 crore, split mainly between a Lending segment (Rs 1,349.69 crore) that earns interest income from business borrowers and an Investing Activity segment (Rs 1,275.78 crore) covering equity and other investment activity. Smaller revenue lines are a Rental Business (Rs 16.19 crore) and an Asset Reconstruction Company (ARC) segment (Rs 12.24 crore) that buys stressed assets under the Insolvency and Bankruptcy Code. On a consolidated balance sheet, total assets stand at Rs 19,210.74 crore against zero reported debt-to-equity. The reported operating costs — materials (1.2% of revenue), employee (2.9%), other opex (4.6%) and depreciation (1.1%) — together are small relative to revenue, with the remainder attributable to finance/cost of funds not separately broken out. Recent activity includes NCLT-approved resolution plans to acquire assets including certain real estate and assets of Wind World (India) Limited (financial commitment approximately Rs 350 crore) and Creatoz Builders Private Limited, plus incorporation of a wholly owned real-estate subsidiary WindCrest Realty Private Limited. The company classifies itself as an NBFC not accepting public deposits and has amended its objects to cover portfolio management, securitisation, infrastructure financing, AIFs, REITs and InvITs. AR · MarketPing reader · 2026-08-03
Revenue streams, as the annual report describes them. Lending Activity, Investing Activity, Rental Business, ARC. Asset-light NBFC doing lending, investing and stressed-asset acquisition; zero reported debt-to-equity.
| ₹ crore · consolidated | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|
| Revenue | 539 | 4,376 | 4,578 | 2,609 |
| EBITDA (ex other income) | 4,638 | 4,275 | 4,095 | 2,301 |
| margin % | 860.9 | 97.7 | 89.4 | 88.2 |
| Owners' profit | 0 | 4,285 | 0 | 1,931 |
| EPS, as reported (₹) | 253.41 | 252.28 | 249.72 | 61.61 |
| ROE % · ROCE % | 126.0 · — | 41.4 · — | 28.9 · — | 13.1 · — |
| Debt / equity (x) | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from operations | 245 | 3,279 | (186) | 1,525 |
| Capex | (5) | (48) | (68) | (194) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 1,093 | 617 | 1,446 | 1,215 | 605 | 478 | 311 | 1,470 |
| Profit before tax | 960 | 614 | 1,248 | 1,144 | 539 | 278 | 156 | 1,249 |
| Net profit | 843 | 539 | 1,763 | 943 | 767 | 161 | 58 | 1,108 |
| EPS (₹) | 49.63 | 31.76 | 103.78 | 55.52 | 45.18 | 9.56 | 0.77 | 13.05 |
| Segment | Revenue, ₹ crore | Share % |
|---|---|---|
| Investing Activity | 934 | 35.2 |
| Lending Activity | 1,350 | 50.9 |
| Rental Business | 16 | 0.6 |
| ARC | 12 | 0.5 |
| Investment Activity | 342 | 12.9 |
| Total, before eliminations | 2,654 | 100.0 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| BAJAJ FINANCE LIMITED |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 11 Sept 2026 · Clarification on volume spurt - no pending disclosures | regulatory legal | medium | — | — |
| 11 Sept 2026 · NSE flags unusual trading volume; awaits company response | regulatory legal | medium | — | — |
| 7 Sept 2026 · Authum Investment publishes 44th AGM notice in newspapers | compliance | minimal | — | — |
| 5 Sept 2026 · 44th AGM web-link letters sent to shareholders without registered emails | compliance | minimal | — | — |
| 5 Sept 2026 · BRSR for FY 2025-26 filed by Authum Investment and Infra | compliance | low | — | — |
| 5 Sept 2026 · 44th AGM on Sep 28 - Rs 5000 Cr borrowing, RPTs and director re-appointments | board shareholder meetings | medium | — | — |
| 5 Sept 2026 · Authum files FY2025-26 annual report and 44th AGM notice | board shareholder meetings | medium | — | — |
| 4 Sept 2026 · AGM notice published in newspapers ahead of 44th annual general meeting | compliance | minimal | — | — |
| 25 Aug 2026 · Board approves FY26 annual report, re-appoints 2 independent directors, names interim CFO | management changes | high | — | — |
| 25 Aug 2026 · Board okays FY26 Annual Report, director re-appointments and Interim CFO | board shareholder meetings | medium | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) |
| 6,43,552 |
| 31.7 |
| 5.50 |
| 11.6 |
| 16.5 |
| — |
| 25.2 |
| 70.7 |
| SHRIRAM FINANCE LIMITED | 2,42,019 | 18.1 | 3.67 | 6.7 | 15.2 | — | 22.5 | 74.7 |
| CHOLAMANDALAM IN & FIN CO | 1,57,446 | 27.2 | 5.17 | 6.9 | 17.2 | — | 26.5 | 71.2 |
| TATA CAPITAL LIMITED | 1,54,110 | 28.2 | 3.27 | 6.5 | 10.4 | — | — | 75.8 |
| MUTHOOT FINANCE LIMITED | 1,12,094 | 9.9 | 2.82 | 3.9 | 26.7 | — | 22.0 | 84.0 |
| SBI CARDS & PAY SER LTD | 62,349 | 27.4 | 3.96 | — | 13.8 | — | — | 33.1 |
| HDB FINANCIAL SERVICES L | 55,706 | 20.2 | 2.70 | — | 12.3 | — | — | 58.0 |
| SUNDARAM FINANCE LTD | 52,217 | 23.3 | 3.51 | 6.7 | 13.8 | — | — | 78.4 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 7.8 | 18.2 | 44 of 212 | 80% |
| P/B | 3.1 | 1.1 | 197 of 245 | 20% |
| ROE | 13.1 | 3.0 | 33 of 266 | 88% |
| Debt / Equity | 0.0 | 0.0 | 5 of 266 | 11% |
| EBITDA margin | 90.1 | 48.6 | 39 of 249 | 85% |
| Revenue growth | 20.9 | 12.6 | 96 of 231 | 58% |
| Profit growth | 17.5 | 7.8 | 119 of 251 | 53% |
| Market cap | 45526 | 37 | 11 of 260 | 96% |
| A state: the latest filed quarter and the measured reactions |
| an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
