Bajaj Finance shares have gained 12.56 per cent so far in 2026 and 22.18 per cent in a year. On Friday, the blue-chip NBFC stock was trading flat.
Sharp decline in Bajaj Finance shares also weighed on the BSE Financial Services pack, which lost 0.96 per cent in intraday deals.
India, Wood wrote, continues to benefit from improving domestic fundamentals, with bank credit growth accelerating to 17-18 per cent year-on-year in 2026.
The RBI has proposed restricting NBFCs to term loans and barring revolving credit products, except for those authorised to issue credit cards
Motilal Oswal Wealth Management Research Desk recommends 2 stocks each from the large-cap, mid-cap and small-cap segment for August 2026.
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
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.
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