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    Bajaj Finance

    BAJFINANCE
    Financial Services·22 Oct 2024
    Management Summary

    Bajaj Finance reported a mixed Q2 FY25, characterized by robust AUM growth, strong customer acquisition, and improved operating efficiencies. However, the quarter saw elevated loan losses, which muted profit growth and return on assets. Management highlighted strategic actions to address credit costs and outlined plans for continued growth in new business segments and customer base.

    Highlights

    8
    • Consolidated AUM grew by ₹19,732 crores in Q2, marking a 29% year-on-year increase, reaching just under ₹3,74,000 crores.

    • The company booked 9.7 million loans, a 14% increase compared to the previous year.

    • 4 million new customers were added to the franchise in Q2, bringing the total to 92.1 million customers.

    • OPEX to Net Interest Income (NII) improved to 33.2% from 34% in the prior year, indicating better operating efficiencies.

    • Profit Before Tax (PBT) grew 14% to ₹5,401 crores, and Profit After Tax (PAT) increased 13% to ₹4,014 crores.

    • Gross loan loss and provisions remained elevated at ₹1,934 crores, with gross loss to average assets at 2.16% (same as Q1).

    • Net Non-Performing Assets (NPA) stood at 0.46%, and Gross NPA at 1.06%.

    • Net Interest Income (NII) grew 23% to ₹8,838 crores, and Net Total Income (NTI) grew 24%.

    Guidance & targets

    26
    CategoryTargetPriority
    Customer Growth
    Overall new customer addition
    15 to 16 million
    High
    Customer Franchise
    Total customer franchise milestone
    100 million
    High
    Cost of Funds
    Cost of funds
    peaked now
    High
    Net Interest Margin (NIM)
    NIM stabilization
    stabilized at these levels from here on
    High
    Net Interest Margin (NIM)
    NIM improvement from repo rate drop
    10 to 12 basis point improvement
    Medium
    Loan Loss
    Loan loss to average AUF
    go down to 2% or so
    Medium
    Net Loan Loss
    FY25 net loan loss to average assets
    between 2% and 2.05%. Now it's more likely to be 2.05 than to be 2.
    High
    Non-Bajaj Auto Two-Wheeler Financing
    Accounts disbursed (current year)
    just a tad below 500,000 accounts
    High
    Non-Bajaj Auto Two-Wheeler Financing
    Accounts disbursed (scale)
    720,000 accounts
    High
    AUM Replacement
    Bajaj Auto products AUM replacement
    replace it fully
    High
    Operating Efficiency
    Operating efficiency improvement
    explore
    Low
    Pre-provisioning Operating Profit (PPOP)
    PPOP strength
    still remains strong at 25%
    High
    Credit Cost
    Credit cost (long term/medium term guidance)
    between 185 to 195 basis points
    High
    Rural B2C Growth
    Rural B2C portfolio growth
    only by 12% to 14%
    High
    Rural B2C Growth
    Rural B2C growth
    between 23% and 25%
    Medium
    OPEX to NII
    OPEX to NII improvement pace
    20-30-40 basis point in a year
    Medium
    AUM Growth
    Overall AUM growth
    27%-28%
    High
    AUM Growth
    New businesses contribution to AUM growth
    2% to 3%
    High
    AUM Growth
    Non-new (existing) business AUM growth
    anywhere between 24% and 25%
    High
    Medium-Term Guardrails
    AUM growth
    25%-27%
    High
    Medium-Term Guardrails
    Profit compounding
    23%-25%
    High
    New Businesses Profitability
    New businesses and geographies profitability
    swing from loss to start to breakeven/generating profit
    High
    Bajaj Auto Two-Wheeler Financing AUM
    Wind down of group two-wheeler financing AUM
    mostly wind down fully
    High
    AR Addition
    AR addition (replacing Bajaj Auto)
    make up as much AR addition as Bajaj Auto used to do with us
    High
    Discretionary Consumption Businesses (Festive Season)
    Count growth
    between 20% and 21% between 20%-21%-22% depending on a day... numbers looking like 21%
    High
    Discretionary Consumption Businesses (Festive Season)
    Value growth
    19%-20%
    High
    2 min read

    Detailed Narrative

    Bajaj Finance reported its Q2 FY25 earnings, presenting a mixed financial picture. The company demonstrated robust operational performance with consolidated Assets Under Management (AUM) growing by ₹19,732 crores in the quarter, achieving a 29% year-on-year increase to nearly ₹3,74,000 crores. Loan booking volumes were strong, up 14% year-on-year to 9.7 million, and the customer franchise expanded significantly with 4 million new additions in Q2, bringing the total to 92.1 million. Operating efficiencies also improved, with the OPEX to Net Interest Income (NII) ratio declining to 33.2% from 34% in the same period last year.

    Despite these positive trends, profitability was muted due to elevated credit costs. Profit Before Tax (PBT) grew 14% to ₹5,401 crores, and Profit After Tax (PAT) increased 13% to ₹4,014 crores. Gross loan loss and provisions remained high at ₹1,934 crores, with the gross loss to average assets stable at 2.16% compared to Q1. Net Non-Performing Assets (NPA) stood at 0.46% and Gross NPA at 1.06%. Management acknowledged the elevated loan losses, attributing them to broader market trends and a higher propensity to default among clients with multiple unsecured loans. They are actively tightening underwriting norms for such customer cohorts.

    Looking ahead, management provided several key guidance points. They expect overall new customer additions to reach 15-16 million in FY25, aiming to cross the 100 million customer franchise milestone by year-end. The cost of funds is believed to have peaked, and NIMs are expected to stabilize. However, the FY25 net loan loss to average assets guidance was revised upwards to 2-2.05% (from the previous 1.75-1.85%), with an expectation for it to reduce to around 2% by Q4 FY25. The company projects full-year AUM growth of 27-28%, with new businesses contributing 2-3% and existing businesses growing 24-25%. Medium-term guardrails target 25-27% AUM growth and 23-25% profit compounding.

    Strategic initiatives include the ramp-up of non-Bajaj Auto two-wheeler financing, expected to disburse nearly 500,000 accounts in FY25 and scale to 720,000 in FY26, fully replacing the AUM from Bajaj Auto products by FY27. New businesses and geographies are anticipated to move from loss to breakeven/profit in the next fiscal year. The festive season has started positively, with discretionary consumption businesses showing 20-22% count growth and 19-20% value growth in the first 19 days. Management maintained a cautious but optimistic tone, emphasizing continued investment in debt and risk management, alongside leveraging GenAI for operating efficiencies, to navigate the current environment and sustain growth.

    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.