Bajaj Finserv Ltd. share price

NSE: BAJAJFINSV · ISIN INE918I01026

Key numbers

Market cap
₹ 2,83,403 Cr
Current price
₹ 1,771.00
52-week high / low
₹ 2,195 / 1,597
Stock P/E
27.9
Book value
₹ 487.4
Dividend yield
0.07%
ROCE
13.8%
ROE
13.0%
Debt to equity
4.64
Sales growth (3 yrs)
22.9%
Profit growth (3 yrs)
15.2%
1-year return
-14.4%

About Bajaj Finserv Ltd.

Bajaj Finserv Ltd., through its subsidiaries, provides financial services in India. The company operates through Life Insurance, General Insurance, Windmill, Retail Financing, and Investments and Others segments. It offers personal, home, business, gold, loan for doctors and lawyers; loan against properties, securities, car, fixed deposit, insurance policy, mutual funds, and shares; unsecured and secured loans to small and medium-sized enterprises; two- and three-wheeler loans; used car and tractor loan; financing for products, such as consumer electronics, digital, furniture, e-commerce purchases and retail spends; developer financing; and lease rental discounting products. The company also provides investment products, including fixed deposits, stock trading, and mutual funds; savings products; life, health, motor, fire, engineering, liabilities, marine, crop, car, two-wheeler, pet, home, travel, and personal accident insurance products; wealth management and retirement planning services; healthcare services comprising wellness, outpatient, and inpatient services; and credit cards. In addition, it owns and operates 138 windmills with total installed capacity of 65.2 megawatts.…

Quarterly results

Consolidated figures in ₹ crores

Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales30,23131,56432,61933,48336,859
Operating profit14,32814,05413,48914,53617,146
Net profit2,7892,2442,2292,5393,132
EPS (₹)17.5014.1014.0015.9019.60

Concall summary (2026-08-05)

AI summary of the earnings call transcript · tone: Positive · source document

Guidance & outlook

  • This would mean that going forward, the ROE, which seemed depressed , would get normalized going forward.
  • However, with visibility of green shoots in operating efficiencies due to our AI implementation, the company is confident that the opex to NTI ratio will improve by about 25 to 40 bps in the current financial year.

Growth & demand

  • The retail weighted received premium for the quarter grew at 17.5% to about INR 1,474 crore, better than the industry growth of 16.2%.
  • On the back of continued strong renewal premium growth of about 18%, Bajaj Life's GWP grew 35% during the quarter.

Margins & costs

  • The New Business Margin was up at 15.9% for the quarter as against 11.1% for the same quarter last year, an expansion of 4.8% .
  • These outcomes are despite the GST impact of 2.9% on the margins.

Capex & expansion

  • The opex to net total income was at 33.4% as against 33.1% for the same period last year, with the sequential increase attributable to the gold loan branch expansion.
  • Bajaj Finserv Health continued its expansion of provider network, which includes 1,30,000 +- doctors, 15,000+ hospitals and about 7,000+ lab touch points.

Balance sheet & cash

  • The AUM for the company for the quarter ended stood at about INR 35,000 crore, lower than the same period last year, largely attributable to the reduction in AUM from Bajaj Finserv Limited July 31, 2026 the buyback, which we did in the previous quarter and a high dividend payout, which we did during this quarter.
  • I think Bajaj Life 2.0 has been able to give us that operating leverage.

Peers in Financial Conglomerates

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