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    Bajaj Housing Finance Limited

    BAJAJHFL
    Financial Services·23 Jul 2025
    Management Summary

    Bajaj Housing Finance Limited reported a strong Q1 FY26 with AUM growth of 24% and PAT growth of 21%, maintaining healthy asset quality. However, the company revised its FY26 AUM growth guidance downwards to 21-23% and anticipates NIM moderation of 15-20 bps due to intense competitive pricing, higher attrition, and a moderated real estate market. Management expects growth to normalize by Q3 FY26 as competitive pressures stabilize.

    Highlights

    5
    • AUM grew by 24% YoY, driven by home loans (21%), LAP (30%), LRD (29%), and developer financing (32%).

    • PAT grew by 21% YoY to Rs. 583 crores, with ROA at 2.3% and annualized ROE at 11.6%.

    • Asset quality remained healthy with GNPA at 30 bps and NNPA at 13 bps, and annualized credit cost at 16 bps.

    • Cost of funds reduced by 21 bps sequentially to 7.7% in Q1 FY26, aided by lower incremental borrowing rates and repo rate transmission.

    • Disbursements increased by 22% YoY to Rs. 14,651 crores in Q1 FY26.

    Concerns

    4
    • AUM growth assessment for FY26 revised downwards to 21%-23% from the previous 24%-26% due to moderation in real estate and intense competitive pricing.

    • NIM/NTI is expected to moderate by 15-20 bps in FY26 due to lower investment income and reduced assignment income.

    • Higher attrition rates observed due to intense competitive pricing, particularly in the home loan segment.

    • Real estate market showing moderation, contributing to slower growth in home loan disbursals at an industry level.

    Key financials

    Single quarter

    15 metrics
    1. 01AUM Growth24%
    2. 02PAT Growth21%
    3. 03ROA2.3%
    4. 04GNPA30%
    5. 05NNPA13%

    Segment breakdown

    Portfolio MixGrowth
    Home Loans (HL)55.8%21%
    Loan Against Property (LAP)10.5%30%
    Lease Rental Discounting (LRD)20.4%29.0%
    Developer Financing (DF)11.9%32%
    Heatmap· 2 shared metrics

    Capital allocation

    1
    high confidence
    CategoryHeadline
    Liquidity

    Liquidity disclosed

    The company carries treasury investments of Rs. 3,000 crores as of quarter-end, primarily for LCR requirements, which are liquidated based on cash needs. Management noted an equity overhang from capital raises in FY25.

    Guidance & targets

    8
    CategoryTargetPriority
    AUM Growth
    AUM Growth
    21%-23%
    High
    Operating Efficiency
    OPEX to NTI
    20%-21%
    High
    Profitability
    NII
    stable and in line with FY25
    High
    Profitability
    NIM/NTI Moderation
    15-20 bps
    High
    Profitability
    ROA
    2%-2.2%
    High
    Profitability
    ROE
    11%-12%
    High
    Gross Spread
    Gross Spread
    1.8% plus minus 4-5 bps
    Medium
    Rate Cut Impact
    Stress Test Rate Cut
    one more rate cut over 25 bps
    High

    What to watch in Q2 FY26

    5

    AUM Growth Trajectory

    by end of Q3 FY26
    Current24% YoY in Q1 FY26, FY26 guidance revised to 21-23%
    TargetReturn to normalized growth path (medium-term guidance of 24-26%)

    Why it matters

    Verifying if competitive pressures and attrition stabilize, allowing the company to revert to its higher medium-term growth targets.

    Our hope would be that by end of Quarter 3 or so, we should be able to go back to, that is why we have not changed our medium-term guidance, while we have changed the assessment for the current year. (Page 7)

    Risks & concerns

    4
    RiskSeverity

    Moderation in Real Estate Market

    The real estate market has been showing moderation over the last 2-3 quarters, impacting home loan growth.Management acknowledged

    medium

    Intense Competitive Pricing and Attrition

    Heightened competitive activity and pricing pressure are leading to higher attrition and impacting AUM growth.Management acknowledged

    high

    NIM/NTI Moderation

    NIM/NTI is expected to moderate by 15-20 bps in FY26 due to lower investment income and reduced assignment income.Management acknowledged

    medium

    Potential for Mispricing in Home Loans

    Management believes current pricing in home loans is softer than appropriate due to overall credit demand softness, leading to potential mispricing.Management acknowledged

    high

    Q&A highlights

    8

    “Broadly correct, Dhaval. 21%-23% against a medium term of 24%-26% AUM growth trajectory is correct. Margins, we are likely to see a compression of 5-10 bps which is called out.”

    Analyst sought clarification on the downward revision of AUM growth and margin compression guidance for FY26, which management confirmed.

    asked by Dhaval Sanghvi

    3 min read7 chapters

    Detailed Narrative

    01

    Q1 FY26 Performance Overview

    Bajaj Housing Finance Limited reported a balanced Q1 FY26 with AUM growing by 24% YoY, reaching Rs. 5,736 crores. Profit After Tax (PAT) increased by 21% YoY to Rs. 583 crores, maintaining a Return on Assets (ROA) of 2.3%. Asset quality remained robust with Gross Non-Performing Assets (GNPA) at 30 bps and Net Non-Performing Assets (NNPA) at 13 bps. Operating expenses to Net Total Income (OPEX to NTI) remained flat at 21.2%.

    02

    AUM Growth and Portfolio Mix

    Overall AUM growth was 24%, driven by home loans (21%), Loan Against Property (30%), Lease Rental Discounting (29%), and developer financing (32%). The portfolio mix remained diversified, with home loans constituting 55.8%, LAP 10.5%, LRD 20.4%, and developer financing 11.9%. Disbursements for the quarter grew by 22% YoY to Rs. 14,651 crores, indicating strong origination despite market challenges🌐.

    03

    Cost of Funds and Margins

    The cost of funds saw a sequential reduction of 21 bps, settling at 7.7% in Q1 FY26, primarily due to lower incremental borrowing rates and the benefit of repo rate transmission. Gross spread remained flat sequentially at 1.8%, while Net Interest Margin (NIM) stood at 4%. Management expects a further 20-25 bps reduction in cost of funds in Q2 FY26, which should help maintain Net Interest Income (NII) despite portfolio yield compression.

    04

    Asset Quality and Provisioning

    Asset quality remained healthy with GNPA at 30 bps and NNPA at 13 bps as of June 30, 2025. Annualized credit cost was 16 bps in Q1 FY26. Stage 1 assets saw a slight reduction of 3 bps to 99.36%, with Stage 2 assets at 0.34% and GNPA at 0.30%. Provisioning coverage ratio remained healthy at 56.25%, with management noting additional provisioning beyond ECL model requirements for specific cases.

    05

    FY26 Guidance Revision and Outlook

    The company revised its AUM growth assessment for FY26 to 21%-23%, down from the previous 24%-26% medium-term guidance. This revision is attributed to moderation in the real estate market, intense competitive pricing, and higher attrition. NIM/NTI is expected to moderate📎 by 15-20 bps, and ROA is projected to be in the range of 2%-2.2%. Management anticipates a return to the normalized growth trajectory by Q3 FY26 as competitive activities stabilize.

    06

    Competitive Landscape and Growth Strategy

    The market is characterized by heightened competitive activity and pricing pressure, particularly in home loans, with rates as low as 7.3%-7.35% from public sector banks. This has led to higher attrition and a moderation in industry-wide disbursal growth. The company is focusing on organic growth, expanding into near-prime and affordable segments, and leveraging digital initiatives, with e-agreement penetration at 93% and digital customer onboarding at 88%.

    07

    Borrowing Mix and Rate Transmission

    The borrowing mix remains diversified, with money market instruments at 53%, bank borrowings at 37%, and NHB refinance at 10%. The company has passed on 45 bps of rate cuts on internal PLR for prime salaried book and a full 100 bps on external repo-linked benchmark portfolios. The strategy involves optimizing cost of funds by leveraging better price differentials on NCDs compared to bank lines, leading to increased NCD borrowings.

    This is an AI-generated summary of a publicly available earnings call transcript. It is for informational purposes only and does not constitute investment advice, a recommendation, or an endorsement. inve.money is not a SEBI-registered investment advisor. Please consult a qualified financial advisor before making any investment decisions.