External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>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 on improving the market share across segments.</li><li>Going ahead, AUM growth will be driven across segments with strong contribution from the core businesses and a gradual ramp-up in the newer secured businesses.</li><li>The gold and new car loans business continues to see strong traction, albeit on a lower base. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

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 on improving the market share across segments.Going ahead, AUM growth will be driven across segments with strong contribution from the core businesses and a gradual ramp-up in the newer secured businesses.The gold and new car loans business continues to see strong traction, albeit on a lower base. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Bajaj Finance Ltd. - Steady Quarter; Prioritising Asset Quality Over Growth!

<ul><li>Credit costs to moderate gradually: 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 exposures.</li><li>BAF has also brought down the share of customers having 3+ live unsecured loans significantly, and as it exits FY25, the share will be at par with pre-COVID levels.</li><li>BAF has seen an improvement in collection efficiency (CE) across most segments in Dec’24- Jan’25 vs Oct-Nov’24 and expects the trend to continue. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Credit costs to moderate gradually: 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 exposures.BAF has also brought down the share of customers having 3+ live unsecured loans significantly, and as it exits FY25, the share will be at par with pre-COVID levels.BAF has seen an improvement in collection efficiency (CE) across most segments in Dec’24- Jan’25 vs Oct-Nov’24 and expects the trend to continue. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Bajaj Finance Ltd. - Strong Quarter; Levers Identified to Drive Next Leg of Growth!

External broker reports(aggregated public sources), Sharekhan

Sharekhan

Sharekhan is India's leading broking house providing services from easy online trading, research to wide array of financial products. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>BAF unveiled a new long-range strategy for FY25-29 and is reasonably confident.</li><li>AI integration would drive gains on opex and credit costs.</li><li>It also identified three new megatrends – Green finance on product front, multi-cloud and zero trust on tech front– and now has 28 megatrends that it will be working on.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

BAF unveiled a new long-range strategy for FY25-29 and is reasonably confident.AI integration would drive gains on opex and credit costs.It also identified three new megatrends – Green finance on product front, multi-cloud and zero trust on tech front– and now has 28 megatrends that it will be working on.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Bajaj Finance Ltd - Building a Strong & Sustainable Franchise

External broker reports(aggregated public sources), Motilal Oswal Financial Services Limited

Motilal Oswal

Motilal Oswal Financial Services Limited

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>Bajaj Finserv hosted its investor day on 10th Dec’24, wherein the senior management of Bajaj Finance (BAF) led by Mr. Rajeev Jain, MD, unveiled BAF 3.0 – a FINAI company - and gave a sneak peek into its Long-Range Strategy (LRS) 2025-29.</li><li>BAF has demonstrated strong growth in the last 17 years, establishing itself as a leader in India’s financial services sector.</li><li>With a robust strategy underpinned by innovation and technology, BAF is well poised to achieve its FY25 targets, including INR4t in AUM and continued leadership in financial performance.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Bajaj Finserv hosted its investor day on 10th Dec’24, wherein the senior management of Bajaj Finance (BAF) led by Mr. Rajeev Jain, MD, unveiled BAF 3.0 – a FINAI company - and gave a sneak peek into its Long-Range Strategy (LRS) 2025-29.BAF has demonstrated strong growth in the last 17 years, establishing itself as a leader in India’s financial services sector.With a robust strategy underpinned by innovation and technology, BAF is well poised to achieve its FY25 targets, including INR4t in AUM and continued leadership in financial performance.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Bajaj Finance - Investor Day: Unveils Long-Range Strategy 2025-29

<ul><li>Bajaj Finance (BAF) has decided to exit the co-branded credit card distribution business.</li><li>RBL Bank (RBK) announced that the bank and BAF have mutually agreed to terminate their co-branded credit card partnership.</li><li>This would also imply that BAF will potentially terminate its co-branded card partnership with DBS Bank (DBS).</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Bajaj Finance (BAF) has decided to exit the co-branded credit card distribution business.RBL Bank (RBK) announced that the bank and BAF have mutually agreed to terminate their co-branded credit card partnership.This would also imply that BAF will potentially terminate its co-branded card partnership with DBS Bank (DBS).Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Bajaj Finance - Exits Co-Branded Credit Card Distribution; Minimal Impact on Earnings

India

Bajaj Finance Limited is a financial services company that operates branches in India, which provide an assortment of financial services.

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Bajaj Finance Ltd (BAF IN)

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...

Axis Direct

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...

Axis Direct

Bajaj Finance Ltd - Building a Strong & Sustainable Franchise

BAF unveiled a new long-range strategy for FY25-29 and is reasonably confident. AI integration would drive gains on opex and credit costs.

Sharekhan

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.

Motilal Oswal

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.

Motilal Oswal

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