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    Bajaj Housing Finance Limited

    BAJAJHFL
    Financial Services·2 Feb 2026
    Management Summary

    Bajaj Housing Finance reported strong Q3 FY26 results with robust AUM and PAT growth, coupled with healthy asset quality and improved operating efficiency. However, the company faced a sharp decline in Tier-1 capital due to a conservative interpretation of new RBI guidelines and experienced sequential moderation in gross spreads. Management is focused on scaling its new Sambhav Loans SBU and navigating the competitive landscape.

    Highlights

    5
    • AUM grew 23% YoY to ₹1.33 lakh crore, driven by 32% YoY growth in disbursements to ₹16,545 crores.

    • Profit After Tax (PAT) increased by 21% to ₹665 crores, with annualized ROA at 2.3% and ROE at 12.3%.

    • Asset quality remained healthy, with GNPA at 27 bps and NNPA at 11 bps, and annualized credit cost at 19 bps.

    • Operating efficiency improved significantly, with OPEX to NTI at 19%, down from 19.8% in the same quarter last year.

    • Cost of funds improved by 50 bps YoY to 7.3%.

    Concerns

    3
    • Tier-1 capital declined sharply due to a conservative interpretation of new RBI guidelines on capital charge for undisbursed loans.

    • Gross spreads moderated by 12 bps sequentially to 1.8% from 1.9% in Q2 FY26, primarily due to a 17 bps reduction in portfolio yield.

    • High competitive intensity, especially in prime and super prime segments, contributed to higher attrition (BT-out close to 20%).

    What Changed1

    vs Q4 FY26

    Guidance items9 → 7 (-2)

    Key financials

    Single quarter

    15 metrics
    1. 01AUM₹1.33L Cr+23%YoY
    2. 02PAT₹665 Cr+21%YoY
    3. 03Annualized ROA2.3%
    4. 04ROE12.3%
    5. 05GNPA27%

    Segment breakdown

    AUM ShareGrowth
    Home Loans54.5%18%
    LAP10.7%32%
    LRD22%39%
    Developer Financing11.6%18%
    Sambhav Loans (SBU)
    Heatmap· 2 shared metrics

    Capital allocation

    1
    high confidence
    CategoryHeadline
    Liquidity

    Liquidity disclosed

    Capital Adequacy Ratio (CAR) stood at 23.15%. Public Deposits to Borrowings (PBC) for the Company was 61.37% against a regulatory threshold of 60%. Borrowing mix is 52% from money market, 39% from banks, and 9% from NHB refinance. The company maintains borrowing relationships with 18 banks and has a AAA/stable credit rating.

    Guidance & targets

    7
    CategoryTargetPriority
    Volume
    Monthly Disbursement Run Rate for Sambhav Loans
    ₹600 crore plus
    High
    Volume
    Sambhav Loans Business Growth
    Significantly aggressively (multiple from current)
    Medium
    Margin
    OPEX to NTI
    14%-15%
    High
    Cost
    Cost of Funds Reduction
    20-25 bps
    Medium
    Profitability
    NII/NTI Drop (FY26)
    15-20 basis points
    Medium
    Profitability
    NII/NTI Drop (FY26)
    8-10 basis points
    Medium
    Growth
    Overall Medium Term Growth
    24% to 26%
    High

    Regulatory Clarity on Undisbursed Loan Capital Charge

    next quarter (early date)
    CurrentConservative provisioning for entire undisbursed chunk impacting Tier-1.
    TargetRBI clarification or revised guidelines on capital charge for undisbursed loans.

    Why it matters

    Resolution of this issue could impact Tier-1 capital adequacy and capital consumption for new disbursements.

    But pending that we will continue to provide for entire capital on all new loans also being disbursed. The second part of the question was cost to income ratio. The time frame we take a 3 to 4 year for 14% to 15%.

    How to verify

    risks_and_concerns[risk='Tier-1 Capital Impact from Regulatory Interpretation']

    Risks & concerns

    3
    RiskSeverity

    Tier-1 Capital Impact from Regulatory Interpretation

    Sharp decline in Tier-1 due to conservative provisioning for entire undisbursed loans based on new RBI guidelines, impacting capital consumption.Management acknowledged

    high

    Competitive Intensity and Attrition

    Sustained high competitive intensity, especially in prime segments, leading to higher attrition (BT-out close to 20%) and impacting market share.Both acknowledged

    medium

    Portfolio Yield Reduction

    Portfolio yield reduced by 17 bps QoQ, leading to gross spread moderation despite cost of funds benefits.Management acknowledged

    medium

    Q&A highlights

    8

    “So that is where you have seen the sharper drop in the Tier-1 for provisioning of entire undisbursed tranches of home loan and construction finance loans in the current quarter.”

    Explains a significant capital ratio change impacting future capital consumption due to a conservative interpretation of new RBI guidelines.

    asked by Abhishek from HSBC

    3 min read7 chapters

    Detailed Narrative

    01

    Q3 FY26 Financial Performance Overview

    Bajaj Housing Finance delivered a strong Q3 FY26, with Assets Under Management (AUM) growing 23% year-on-year to ₹1.33 lakh crore. Profit After Tax (PAT) increased by 21% to ₹665 crores, translating to an annualized Return on Assets (ROA) of 2.3% and Return on Equity (ROE) of 12.3%. The company also demonstrated improved operating efficiency, with the OPEX to NTI ratio falling to 19% from 19.8% in the prior year's comparable quarter.

    02

    AUM Growth and Diversified Product Mix

    The robust AUM growth was supported by strong disbursement momentum, which rose 32% year-on-year to ₹16,545 crores. The portfolio remains well-diversified across product segments: Home Loans grew 18% and constitute 54.5% of AUM, Loan Against Property (LAP) grew 32% (10.7% of AUM), Lease Rental Discounting (LRD) grew 39% (sub 22% of AUM), and Developer Financing grew 18% (11.6% of AUM). This balanced growth across segments highlights the company's broad market penetration.

    03

    Cost of Funds and Margin Dynamics

    The company successfully reduced its cost of funds by 50 basis points year-on-year to 7.3% in Q3 FY26, also seeing a sequential moderation of 5 bps. This improvement was attributed to policy rate transmission and lower rates on incremental borrowings. However, gross spreads moderated by 12 bps sequentially to 1.8% from 1.9% in Q2 FY26, primarily due to a 17 bps reduction in portfolio yield, which was only partially offset by the benefit in cost of funds. Net Interest Margin (NIM) remained flat at 4% both sequentially and year-on-year.

    04

    Healthy Asset Quality and Credit Costs

    Bajaj Housing Finance maintained a healthy asset quality profile during the quarter. Gross Non-Performing Assets (GNPA) stood at 27 bps, a slight increase of 1 bp quarter-on-quarter, while Net Non-Performing Assets (NNPA) improved by 1 bp sequentially to 11 bps. The annualized credit cost was 19 bps, which is comparable to an adjusted 20 bps in Q3 FY25. The Provisioning Coverage Ratio (PCR) remained robust at 58.76%, indicating adequate provisioning for potential losses.

    05

    Scaling the Sambhav Loans Strategic Business Unit

    The Sambhav Loans SBU, launched 18 months ago to target Near Prime and Affordable segments, has achieved a monthly disbursal run rate of ₹325-350 crores, with an AUM of over ₹5,000 crores. The company aims to increase this run rate to over ₹600 crores monthly within the next 12-15 months through strategic investments. The current disbursal mix is 35-40% from the affordable segment (₹15-35 lakh ticket size) and 60-65% from the near prime segment (₹40-60 lakh ticket size), with yields ranging from 9% to 13%.

    06

    Impact of Regulatory Interpretation on Tier-1 Capital

    The company experienced a sharp decline in its Tier-1 capital due to a conservative interpretation of new RBI guidelines. Following the removal of an illustration that allowed for provisioning only up to the next tranche for undisbursed loans, Bajaj Housing Finance has opted to provision for the entire undisbursed chunk of home loans and construction finance loans. This conservative approach, while impacting capital ratios, is adopted pending further regulatory clarity.

    07

    Competitive Landscape and Attrition Management

    Management acknowledged that high competitive intensity, particularly in the prime and super prime segments, is a persistent feature of the market. This environment has contributed to higher attrition, with BT-out (balance transfers) accounting for approximately 20% of the portfolio and 40% of applications moving out within 90 days. The company anticipates that attrition pressure will likely subside as the interest rate cycle stabilizes, allowing for more predictable portfolio retention.

    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.