Bajaj Finance Ltd. - NIMs To Expand in FY26, SME Slowdown Could Weigh on Growth!
NIMs to Benefit From Rate Cut: BAF’s margins are expected to improve by ~10 bps in FY26, driven by a sharp decline in CoF.
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Bajaj Finance Ltd. - Delivering Strong Growth While Navigating Headwinds
The company resumed its growth trajectory post the lifting of the restrictions on 2 of its products (eCOM and InstaEMI) in early FY25 (May’24).
361 Views
Bajaj Finance: Best-In-Class Franchise, Charting New Milestones. Maintain BUY
Bajaj Finance’s (BAF) consistent outperformance with an ever-expanding product portfolio has led it to scale up its AUM from INR 40bn in FY10 to...
293 Views
Bajaj Finance Ltd. - Steady Quarter; Prioritising Asset Quality Over Growth!
Growth outlook remains healthy: BAF’s current market share in overall credit stands at ~2.1%, and the company intends to grow its AUM with a focus...
311 Views
Bajaj Finance Ltd. - Strong Quarter; Levers Identified to Drive Next Leg of Growth!
The net increase in Stage 2 and Stage 3 assets has stabilised, with BAF continuing to take proactive risk actions by cutting segments and pruning...
431 Views