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.
Nandish Shah, senior technical/ derivative analyst at HDFC Securities reckons that MidCap Nifty and Bajaj Finance have seen long build-up, and are favourably placed on the charts.
In the large-cap segment, funds attracted net inflows of ₹2,067.48 crore in June, up from ₹1,592.93 crore in May. Funds were net buyers of 56 per cent of the Nifty 50 stocks.
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
Bajaj Finance, Shriram Finance, Cholamandalam Investment, REC and Power Finance Corporation were up between 2.5 per cent 4 per cent in intra-day deals on Friday.
The Emergency Credit Line Guarantee Scheme (ECLGS), approved by the Union Cabinet, is sentimentally positive for NBFCs with strong MSME exposure.
Bajaj Finance share price rises over 4% after strong Q4 results; profit jumps 22 percent YoY, brokerages hike target price
Stocks to Watch today, April 30, 2026: Bajaj Finance, Adani Power, IIFL Finance, Indegene, and L&T are some of the key stocks to watch today
Bajaj Finance reported a 23 per cent rise in Q4 FY26 profit, supported by strong NII growth and lower provisions, with AUM crossing the Rs 5 trillion mark
The Bajaj scion will cease to be a non-executive director at the conclusion of the annual general meeting scheduled for July 30, 2026, at the close of business hours
Profit before tax came in at ₹6,484.34 crore during the quarter, while total expenses were ₹11,946.30 crore
The brokerage assessing the impact of a prolonged conflict noted that these segments face the highest near-term risk, while housing, gold, and power loans appear relatively better insulated
A total of 100 stocks from the Nifty 500 index registered new 52-week lows on Monday as selling intensified amid escalating geopolitical tensions.
Bajaj Finance share price: The recent fall in Bajaj Finance has significantly eroded the NBFC's market valuation. As per data, the NBFC's m-cap has dropped by ₹1 trn since the start of West Asia war
Competition in affordable home loans intensified as industry players are waiving login fees to drive volumes, even as the sector's risk appetite remains elevated
Any impact on the oil infrastructure in case of a prolonged war could see the Nifty drop to 23,500 - 23,700 levels," says U R Bhat, co-founder & director of Alphaniti Fintech.
Kotak Institutional Equities' favoured picks among NBFCs' include Bajaj Finance and Bajaj Finserv
Nandish Shah of HDFC Securities suggests Bajaj Finance bull call spread for 24 Feb expiry. Check cost, max profit, breakeven, margin, and technical rationale
Nomura said Bajaj Finance (BAF) has voluntarily revised loss-given-default (LGD) floors across products, resulting in accelerated provisions of ₹1,400 crore in Q3FY26.
Stocks to Watch today: Bajaj Finance, Nazara Technologies, Aditya Birla Capital, Mankind Pharma, Restaurant Brands Asia and NBCC are among the stocks to watch today, February 04, 2026