Bajaj Finance - Investor Day: Unveils Long-Range Strategy 2025-29
BAF has demonstrated strong growth in the last 17 years, establishing itself as a leader in India’s financial services sector.
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Bajaj Finance - Exits Co-Branded Credit Card Distribution; Minimal Impact on Earnings
RBL Bank (RBK) announced that the bank and BAF have mutually agreed to terminate their co-branded credit card partnership.
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Bajaj Finance - RBL Co-Branded Credit Card Alliance Ceases: Negligible Earnings Impact
We retain BUY with a TP of INR 8,500, valuing the standalone business at 4.7x FY26E BVPS while assigning INR 1,450/share towards housing subs.
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Bajaj Finance Limited - Impact of Termination of Co-Branded Credit Card with RBL Bank
The Board of RBL Bank has decided to terminate its 8-year old co-branded credit card agreement with Bajaj Finance (BAF), resulting in BAF selling...
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Bajaj Finance - Elevated Credit Costs Remain a Drag on Earnings
Bajaj Finance (BAF)’s reported PAT in 2QFY25 grew 13% YoY to ~INR40.1b (in line). NII grew 23% YoY to ~INR88.4b (in line). Non-interest income...
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