BAJAJFINSV Bajaj Finserv Q3 FY26 results (Oct–Dec 2025) and concall
Bajaj Finserv reported a strong Q3 FY26, driven by robust performance across its lending and insurance businesses. Consolidated total income and adjusted PAT saw significant year-on-year growth. The quarter also marked the completion of the Allianz JV stake acquisition, consolidating Bajaj Group's ownership in its insurance subsidiaries. Despite one-off impacts from the new Labor Code and accelerated ECL provisions, core business metrics remained healthy, with strong AUM growth in lending and improved margins in life insurance.
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
What they filed
Q3 FY26: revenue up 23.9%, net profit down 1.0% against the same quarter last year.
| Line item | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 |
|---|---|---|---|---|---|---|
| Revenue | 33,704 | 32,042 | 36,433 | 35,288 | 37,403 +11% | 39,708 +24% |
| EBITDA | 12,283 | 12,373 | 12,728 | 14,315 | 14,050 +14% | 13,866 +12% |
| Net profit | 4,180 | 4,412 | 4,756 | 5,329 | 4,746 +14% | 4,368 −1% |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Inve summary of a publicly available earnings call transcript; see how call summaries are prepared. Not investment advice.
