Bajaj Finance

The move aims to curb the risk of evergreening, where borrowers service loans through fresh drawdowns rather than genuine cash flows, according to analysts

Sharp decline in Bajaj Finance shares also weighed on the BSE Financial Services pack, which lost 0.96 per cent in intraday deals.

Bajaj Finance has witnessed a strong bullish breakout backed by robust trading volumes, reflecting renewed buying interest and improving market sentiment.

Motilal Oswal Wealth Management Research Desk recommends 2 stocks each from the large-cap, mid-cap and small-cap segment for August 2026.

The combined market valuation of nine of the top-10 most-valued firms jumped Rs 2.51 lakh crore last week, with Bajaj Finance emerging as the biggest winner, in tandem with a positive trend in equities. Last week, the BSE benchmark Sensex climbed 2,034.87 points, or 2.67 per cent, and the NSE Nifty surged 616.15 points, or 2.59 per cent. "Markets staged a strong rebound during the week, snapping their recent losing streak as easing crude oil prices, improving geopolitical sentiment, encouraging Q1 FY27 earnings, and renewed foreign institutional investor (FII) buying lifted risk appetite," Ajit Mishra SVP, Research, Religare Broking Ltd, said. While Reliance Industries, Bharti Airtel, HDFC Bank, ICICI Bank, State Bank of India, Tata Consultancy Services (TCS), Bajaj Finance, Larsen & Toubro, and Life Insurance Corporation of India (LIC) were the gainers from the top-10 pack, Hindustan Unilever emerged as the only laggard. The market valuation of Bajaj Finance surged Rs 80,345.97 .

Strong loan growth, improving asset quality and AI-led efficiencies support Bajaj Finance's outlook, though much of the expected growth appears reflected in valuations

While brokerages called Bajaj Finance's Q1 performance spectacular, they remain dividend on the stock price performance amid valuation concerns.

Stocks to watch today: Tata Steel, Tata Power, ITC, Sun Pharma, Swiggy, IOCL, IRFC, Maruti Suzuki, Bajaj Finance, JBM Auto, LIC Housing Finance, Hyundai Motor, among others, will be in focus today

Standalone NII rose 24 per cent and AUM crossed Rs 4 trillion as the lender reported improved asset quality, while deposits declined 5 per cent year-on-year

Lender plans to deploy over 300 AI use cases in FY27 and targets Rs 40 trillion in assets under management over the next decade

Net interest income increased 22.9 per cent to ₹12,571 crore; gross and net NPA ratios improved to 0.96 per cent and 0.39 per cent, while provisions rose 1.2 per cent

Sensex Today | Stock Market Highlights, Thursday: In the broader markets, the Nifty MidCap and the Nifty SmallCap settled 0.35 per cent and 0.56 per cent down, respectively

Stocks to watch today: Bajaj Finance, Vedanta Ltd, Tata Steel, Bajaj Housing Finance, Dabur India, PNB, RCF, IRFC, Torrent Pharma, Vedanta Power, Waaree Energies, among others, will be in focus today.

Bajaj Finance Q1 preview: Analysts expect the NBFC's earnings trajectory to be strong in Q1, driven by healthy disbursement momentum translating into robust AUM growth.

NABARD, IIFCL and leading NBFCs raised ₹15,960 crore through corporate bonds as improving borrowing conditions and RBI measures boosted issuer confidence

Customer franchise crossed 124 million in the June quarter, while deposits stood at about Rs 68,500 crore, according to the company's provisional business update

A drop in Indian corporate debt yields, especially for shorter term funds, has prompted companies to go back to the market after a quiet April

Chasing high returns by investing in lower-rated instruments could result in loss of principal

The Emergency Credit Line Guarantee Scheme (ECLGS), approved by the Union Cabinet, is sentimentally positive for NBFCs with strong MSME exposure.

Strong growth, improving asset quality, and falling credit costs keep analysts bullish on Bajaj Finance despite selective portfolio pruning and macro risks