BAJFINANCE Bajaj Finance Q2 FY26 results (Jul–Sep 2025) and concall
Bajaj Finance reported a strong Q2 FY26 with AUM growing 24% to INR 462,261 crores, driven by secular growth across businesses and contributions from new segments. Despite a moderated MSME growth and elevated credit costs, the company maintained steady ROA and ROE. Management highlighted significant progress in its FinAI transformation and a successful festive season, while revising full-year AUM growth guidance to a more prudent 22-23%.
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What they filed
| Line item | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|
| Revenue | 15,371 | 15,638 | 16,697 | 17,003 |
| Net profit | 3,706 | 3,940 | 4,133 | 4,251 |
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.
