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    Bajaj Finance

    BAJFINANCE
    Financial Services·29 Apr 2026
    Management Summary

    Bajaj Finance delivered a strong Q4 FY26, marked by AUM crossing INR 5 lakh crores and robust PAT growth. The company is heavily investing in AI transformation to enhance efficiency and customer experience, with significant rollouts planned for FY27. While some segments like MSME saw muted growth, management anticipates a rebound and expects continued strong performance, focusing on balance sheet resilience and maintaining profitability metrics amidst a dynamic environment.

    Highlights

    5
    • AUM grew 22.4% YoY to INR 510,000 crores, crossing the INR 5 lakh crore milestone.

    • PAT grew 26.7% YoY in Q4 FY26, with core profitability (PBT) up 26%.

    • Booked 12.9 million loans and added 3.93 million new customers in Q4, reaching a total customer franchise of 119.3 million.

    • Gold loan portfolio showed strong momentum, growing 115% and contributing 3.5% to overall AUM.

    • Provision coverage ratio improved to 60% from 54% last year, with GNPA at 1.01% and NNPA at 41 basis points.

    Concerns

    3
    • MSME growth remained muted at 6% for the full year due to proactive risk actions.

    • Marginal NIM moderation is expected in FY27, contingent on interest rates and geopolitical tensions.

    • Sequential increase in Opex to NTI in Q4 due to new Labour Code and accelerated gold loan branch expansion.

    Key financials

    Metrics

    15

    Periods

    2

    Headline

    10
    • AUM
      ₹5.10L Cr
      YoY+22.4%
    • PAT Growth
      26.7%
      YoY+26.7%
    • Customer Franchise
      119.3 Mn
    • Gold Loan Portfolio Growth
      1.1%
      YoY+115.0%
    • Deposit Book
      ₹68,533 Cr

    Q4

    5
    • Loans Booked
      12.9 Mn
    • New Customers Added
      3.93 Mn
    • Cost of Funds
      7.4%
    • ROA
      4.6%
    • ROE
      20%

    Segment breakdown

    Gold Loan Portfolio
    115.0% Growth3.5% Contribution to AUM
    MSME
    6% Growth (Full Year)
    Captive 2-wheeler and 3-wheeler business
    100% Contribution to AUM13% Contribution to GNPA5% Contribution to Credit Cost
    Bajaj Housing Finance Limited (BHFL)
    23% Disbursements/AUM Growth37% Loan Approvals Growth19.2% Opex to NTI20% PBT Growth (Q4)20% PAT Growth (Q4, ex-one-timers)
    Bajaj Financial Securities Limited (BFSL)
    77% AUM Growth50% Profits Growth1,24,000 count New Customers Added (Q4)10.5% ROE
    List

    Capital allocation

    1
    high confidence
    CategoryHeadline
    Dividend

    ₹6/share (final)

    Guidance & targets

    15
    CategoryTargetPriority
    AUM
    AUM Growth
    20% to 24%
    High
    Customer Franchise
    New Customers Added
    15 - 17 million
    High
    Profitability
    ROA
    4.4% to 4.6%
    High
    Profitability
    ROE
    19% to 20%
    High
    Credit Cost
    Credit Cost to AUM (new metric)
    145 to 160 bps
    High
    Operating Efficiency
    Opex to NTI
    25 to 40 basis points improvement
    High
    NIM
    NIM
    Marginal moderation
    Medium
    Segmental Growth
    Gold Loan Portfolio Contribution to AUM
    cross 5-odd percent
    High
    Segmental Growth
    MSME Growth
    double-digit growth
    Medium
    Asset Quality
    GNPA and NNPA
    remain range bound
    High
    AI Transformation
    AI Talent Resources
    363-odd resources
    High
    AI Transformation
    Customer Engagement BOT Interface
    all customer engagement into BOT interface
    High
    AI Transformation
    Communication AI BOT
    all communication will have a text AI BOT
    High
    Loans Booked
    Monthly Loans Booked
    5 million-plus
    High
    Strategic
    Market Share vs System Growth
    grow 2x system growth
    Medium

    MSME Growth Rebound

    Between Q2 and Q3 of FY27
    Current6% growth (full year FY26)
    TargetDouble-digit growth

    Why it matters

    Indicates recovery in a key business segment and overall AUM growth momentum.

    MSME continue to see muted growth. It grew by 6% only on account of a set of proactive risk actions that we have been taking since Q2 FY'26. We expect that it should come back to double-digit growth or the company growth momentum between Q2 and Q3 of FY'27.

    How to verify

    key_financials.segment_breakdown[name='MSME'].metrics[label='Growth']

    Risks & concerns

    4
    RiskSeverity

    Geopolitical Tensions and Macro Stability

    FY27 assessment is contingent on expectations of easing geopolitical tensions and macro stability, which could impact NIM and overall outlook.Management acknowledged

    medium

    Muted MSME Growth

    MSME growth was 6% in FY26 due to proactive risk actions, but is expected to return to double-digit growth by Q2-Q3 FY27.Management acknowledged

    low

    Captive 2-wheeler and 3-wheeler business wind-down

    This segment, contributing to GNPA and credit cost, will wind down to less than INR 1,500 crores by September '26, leading to improved asset quality.Management acknowledged

    low

    Marginal NIM Moderation

    NIM is expected to see marginal moderation in FY27, influenced by interest rates and geopolitical factors.Management acknowledged

    low

    Q&A highlights

    8

    “And against that, you're guiding for 145 to 160 bps next year, full year. Is that the right understanding? Yes, that is perfect, right? ... I'm also making a point that we have tailwinds on credit cost. We don't have headwinds. So that itself is a big help.”

    Clarified the new credit cost guidance (145-160 bps) for FY27, confirming it's a reduction from Q4 FY26 and assumes stable geopolitical conditions, with management emphasizing tailwinds.

    asked by Abhishek Murarka

    2 min read6 chapters

    Detailed Narrative

    01

    Robust Q4 FY26 Financial Performance

    Bajaj Finance reported a strong Q4 FY26, with Assets Under Management (AUM) growing 22.4% year-on-year to reach INR 510,000 crores, surpassing the INR 5 lakh crore milestone. Profit After Tax (PAT) for the quarter increased by 26.7% year-on-year. The company booked 12.9 million loans and added 3.93 million new customers, expanding its total customer franchise to 119.3 million as of March FY26.

    02

    Asset Quality and Provisioning Strategy

    The company maintained healthy asset quality with a Gross Non-Performing Asset (GNPA) ratio of 1.01% and a Net Non-Performing Asset (NNPA) ratio of 41 basis points. The provision coverage ratio improved to 60% from 54% in the prior year. An additional ECL provision of INR 142 crores was made, and the loan loss to average AR, under a revised reporting methodology, stood at 1.65%, which is expected to trend down in FY27.

    03

    Accelerated AI Transformation (FinAl)

    Bajaj Finance is aggressively pursuing its FinAl transformation, with 203 dedicated AI personnel, projected to expand to 363 by June '27. This initiative aims to integrate AI across all aspects of the business, including customer engagement, sales, service, and operations. Key milestones include 100% AI BOT interface for customer engagement and AI BOT integration into all communications by June '26, expected to drive significant efficiency gains and enhance customer experience.

    04

    Segmental Growth and Outlook

    The gold loan portfolio demonstrated exceptional growth of 115% in FY26, now contributing 3.5% to the overall AUM, with expectations to exceed 5% by FY27. The MSME segment, which grew a muted 6% in FY26 due to proactive risk actions, is anticipated to return to double-digit growth between Q2 and Q3 of FY27. The captive 2-wheeler and 3-wheeler business, currently less than 1% of AUM, is expected to wind down to under INR 1,500 crores by September '26, which will further improve asset quality.

    05

    FY27 Guidance and Strategic Vision

    For FY27, the company guides for 20-24% AUM growth and 15-17 million new customer additions, contingent on stable geopolitical and macroeconomic conditions. Marginal NIM moderation is expected, while Opex to NTI is projected to improve by 25-40 basis points. The company aims for an ROA of 4.4-4.6% and an ROE of 19-20%, with credit costs expected to trend down to 145-160 bps. The long-term ambition is to grow at twice the system rate to become a top 5-6 financial services lender in India within 5-7 years.

    06

    Shareholder Returns and Operational Efficiency

    The Board recommended a final dividend of INR 6 per equity share for FY26, consistent with previous years. Operational efficiency saw an improvement in Opex to NTI by 10 basis points year-on-year (using the old metric), reaching 33.2%. The cost of funds improved by 4 basis points in Q4 to 7.41%, and the deposit book grew to INR 68,533 crores, contributing 16% to consolidated 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.