Bajaj Finance Investor Presentation for Quarter Ended September 30, 2025

Bajaj Finance reports a robust quarter with strong performance across key metrics. AUM increased by 24%, reaching ₹462,261 crore. The company booked 12.17 MM new loans and added 4.13 MM new customers, bringing the total customer franchise to 110.64 MM. Cost of funds improved to 7.52%. The company also continues its FINAI transformation for better customer experience.

Financial Highlights

Bajaj Finance showcased strong volume, AUM, and profitability. Key highlights for the quarter include:

  • AUM Growth: Up 24% to ₹462,261 crore.
  • New Loans: Booked 12.17 MM new loans.
  • Customer Addition: Added 4.13 MM new customers.
  • Customer Franchise: Total franchise stood at 110.64 MM.
  • PBT: ₹6,608 Cr, Growth 22%
  • PAT: ₹4,948 Cr, Growth 23%
  • ROE: 19.1%
  • Net NPA: 0.60%

Key Financial Indicators

  • AUM Growth: AUM grew by ₹20,811 crore in Q2 FY26.
  • New Loans Booked: 12.17 MM in Q2 FY26, a 26% increase.
  • Customer Franchise: Stood at 110.64 MM.
  • Cost of Funds: 7.52%, a 27 bps improvement over Q1 FY26.
  • Deposits: Grew by 5% YoY.
  • Net Interest Income: Up by 22% to ₹10,785 crore.
  • Net Total Income: Increased by 20% to ₹13,170 crore.
  • Employee Count: 67,461 employees.

BHFL Key Highlights

  • AUM growth of 24%
  • PAT growth of 18%
  • GNPA at 0.26%

BFSL Key Highlights

  • AUM growth of 27%
  • PAT growth of 27%
  • Added 94K customers

Strategic Initiatives

Bajaj Finance is focused on:

  • Urban, Rural, MSME, Commercial and Payments businesses
  • Leveraging AI, digital transformation, and cloud computing
  • Customer experience and product & process innovation

Source: BSE

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