BAJAJHFL Bajaj Housing Finance Q4 FY26 results (Jan–Mar 2026) and concall
Bajaj Housing Finance reported a strong Q4 FY26 with robust AUM growth of 23% and normalized PAT growth of 20%. Operating efficiency significantly improved, and asset quality remained stable. However, NIM saw sequential compression due to lower acquisition yields and elevated money market rates, leading to higher credit costs primarily from prudential provisioning.
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What they filed
Q4 FY26: revenue up 15.9%, net profit up 14.0% against the same quarter last year.
| Line item | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 |
|---|---|---|---|---|---|---|
| Revenue | 2,449 | 2,504 | 2,616 | 2,748 | 2,884 +18% | 2,903 +16% |
| Net profit | 548 | 587 | 583 | 643 | 665 +21% | 669 +14% |
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.
