| Management target | Revenue 20.0% 2030 |
|---|
| Revenue growth | Consolidated revenue +16.7% YoY |
|---|---|
| Margins | Life VNB margin 21.6%, up 4.5ppt; GI COR 104.5% |
| Demand visibility | Retail protection +51%; renewals +17% |
Growth
H1 revenue ₹85,453 Cr (+17.8%); attributable PAT ₹5,890 Cr (+17.0%). Bajaj Finance PAT ₹6,267 Cr (+28.5%); AUM +26.5%.
Outlook
Life GIFT City ops began Oct 2026; IndusInd retail from Q3 FY27. Health breakeven FY2029. 2025-30 aspiration: ~20% income CAGR, PAT ~2.5x.
Risks
MTM equity losses; General Insurance PAT -18.8%, combined ratio 104.5%; Health revenue -31.9% on regulatory realignment; credit costs ₹2,166 Cr.
Last quarter's promises, checked
Partly delivered
- Guided: seek IRDAI approval for reinsurance co. after Board nod → Board approved Jul 2026; IRDAI approval pending (= PARTIAL)
Investor Presentation filed with NSE, NSE: BAJAJFINSV. Summary written with AI assistance from the document.
Bajaj Finserv Ltd: key numbers
- Share price
- ₹1,720.00
- Market cap
- ₹2,75,295 Cr
- Revenue (annual)
- ₹1,50,504 Cr
- Net profit (annual)
- ₹9,801 Cr
- P/E (TTM)
- 27.1×Sector 21.6×
- Promoter holding
- 58.65%-0.06% QoQ
- FII holding
- 8.12%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Bajaj Finserv Ltd
All →Bajaj Finserv Q2 FY27 Results: Net Profit ₹5,952 Cr, Up 25.4% YoY
Bajaj Finserv Ltd reported revenue from operations of ₹43,416 Cr (+16.7% YoY) and net profit of ₹5,952 Cr (+25.4% YoY) for Q2 FY27.
- Key figure
- Net profit ₹5,952 Cr · +25.4% YoY
Bajaj Finserv Management Change
Deepak Reddy appointed CEO Designate of Bajaj General Insurance, a material Bajaj Finserv subsidiary. He assumes MD & CEO role effective April 2027, subject to IRDAI approval.
Bajaj Finserv Merger & Restructuring Worth ₹1 Cr
Bajaj Finserv Limited incorporated a wholly owned subsidiary, Bajaj Reinsurance Limited, for reinsurance business. The investment for this subscription amounts to Rs. 1 Crore.
- Value
- ₹1.00 Cr
Bajaj Finserv Other Announcement
Bajaj Finserv Ltd has submitted its quarterly shareholding pattern for the period ended September 30, 2026, in compliance with SEBI regulation 31(1)(b).
Bajaj Finserv Business Update
Bajaj Finserv released monthly premium and new business performance figures for its unlisted insurance subsidiaries, Bajaj General and Bajaj Life, for September 2026.
Bajaj Finserv Board Meeting Date
Bajaj Finserv Ltd scheduled a board meeting for November 3, 2026, to consider and approve its unaudited standalone and consolidated financial results.