Wednesday, 7 October 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call

Bajaj Finserv Earnings Call: Key Takeaways

Bajaj Finserv delivered 15% adjusted revenue growth in FY26. Performance reflects a strong lending quarter offset by temporary mark-to-market investment losses in insurance.

Why this was an Alfa AlertNot a filter event. Results are largely in line with general strategy and do not cite a material 5%+ beat over explicit prior management guidance.
Highlights
Revenue growthFY26 Adjusted Revenue up 15%; Q4 FY26 up 13.9%.
MarginsBajaj Finance ROE at 19.7%; Housing Finance NIM stable.
Demand visibilityStrong; 1.29 crore new loans booked in Q4 (20% growth).
Management confidenceHigh; focusing on sustainable and profitable growth across subsidiaries.

Growth

FY26 Consolidated Revenue up 13.2% to ₹150,530 Cr; Adjusted PAT rose 20.4% to ₹11,211 Cr.

Outlook

Bajaj Finance targeting AI-driven transformation with ₹6,200 Cr+ disbursements; completed Allianz stake buyback in insurance.

Risks

Insurance profitability impacted by elevated claims in Government Health schemes and geo-political investment volatility.

Source

Earnings Call filed with NSE, NSE: BAJAJFINSV. Summary written with AI assistance from the document.

Read the document ↗

Bajaj Finserv Ltd: key numbers

Share price
₹1,752.40
Market cap
₹2,80,480 Cr
Revenue (annual)
₹1,50,504 Cr
Net profit (annual)
₹9,801 Cr
P/E (TTM)
27.6×Sector 22.8×
Promoter holding
58.71%+0.00% QoQ
FII holding
6.86%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Bajaj Finserv Ltd

All →
18:19 IST BSE
Business Update

Bajaj Finserv Business Update

Bajaj Finserv has released monthly business performance data for its unlisted subsidiaries, Bajaj General Insurance and Bajaj Life Insurance, for the period ending August 2026.

17:02 IST BSE
Other Announcement

Bajaj Finserv Other Announcement

Bajaj Finserv Ltd has informed the exchanges about the relocation of its registered office from Mumbai-Pune Road to Viman Nagar, Pune, effective 1 September 2026.

10:21 IST BSE
Business Update

Bajaj Finserv Business Update

Bajaj Finserv reported monthly business figures for its insurance subsidiaries. Bajaj General Insurance's July 2026 gross premium was ₹2,375 Crore, while Bajaj Life Insurance's total stood at ₹1,386.17 Crore.

19:03 IST BSE
Annual General Meeting

Bajaj Finserv Annual General Meeting

Bajaj Finserv held its 19th Annual General Meeting on 31 July 2026. The meeting covered routine business including dividend declaration, auditor reappointment, and director retirement.