BAJFIN and the entire Financial Services group set to benefit from the new AMC license in the parent
BAF's return ratios have been consistent and also the highest in our Coverage Universe (excluding gold Financiers). Given the strong recovery post...
137 Views
BAJFIN and the entire Financial Services group set to benefit from the new AMC license in the parent
BAF's return ratios have been consistent and also the highest in our Coverage Universe (excluding gold Financiers). Given the strong recovery post...
167 Views
Bajaj Finance: Muted Performance in Q1FY22
We maintain a SELL on the stock with a target of Rs 4,300/share (5x FY23E ABV). Bajaj Finance (BAF) Q1FY22 PAT was below our estimates at Rs 1,004 Cr
371 Views
Asset quality and growth show transitory pain; return ratios remain high
Bajaj Finance (BAF)'s 1QFY22 PAT was up 4% YoY / down 26% QoQ to ~INR10b (27% miss). While NII at INR37b (5% miss) was up 12% YoY, opex was largely...
289 Views
Bajaj Finance: Lockdown Led Pains; Expect Improvement Soon
Bajaj Finance maintained strong operating metrics over various credit and rate cycles leading to >18% RoE and >3% RoA consistently
163 Views