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Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
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42 announcements match the current filters (relevance ≥ 5).
Bajaj Finance targets ₹5 lakh crore AUM in FY26; customer franchise hits 110.6 million
Bajaj Finance is transitioning to a 'FINAI' (Finance + AI) model, aiming for a fully AI-integrated ecosystem by FY28. The company is on track to cross ₹5 lakh crore AUM in FY26, supported by a massive customer base of 110.6 million as of H1 FY26. Recent performance shows strong momentum in high-growth segments like Gold Loans (97% AUM growth) and Auto Loans (60% AUM growth). Management expects to maintain a compounding rate of 17-19% while leveraging deep tech to drive non-linear growth through its Long Range Strategy (LRS) 2026-30.
Key Highlights
AUM reached ₹4.62 lakh crore in H1 FY26, with a clear target to exceed ₹5 lakh crore by the end of FY26.
Gold Loan AUM surged 97% to ₹16,340 crore, positioning the company as the 5th largest player in the market.
AI-driven personal loan disbursals are projected to reach ₹5,300 crore via voice bots in FY26 with 68% email resolution by AI agents.
Historical 18-year Profit After Tax (PAT) CAGR stands at 48%, with FY25 profit reaching ₹16,779 crore.
Customer franchise grew to 110.6 million with a significant cross-sell base of 71.3 million customers.
👀 What to Watch
Investors should view the aggressive AI integration and successful diversification into Gold and Auto loans as key long-term competitive advantages. The stock remains a strong candidate for long-term portfolios given its consistent 17-19% growth guidance and robust historical track record.
Bajaj Finance sells 1.9994% stake in Bajaj Housing Finance for ₹1,587.82 crore
Bajaj Finance Limited has sold 166,600,000 equity shares of its subsidiary, Bajaj Housing Finance Limited (BHFL), in the open market for approximately ₹1,587.82 crore. This sale represents 1.9994% of BHFL's paid-up equity share capital and was executed at ₹95.3074 per share. The sale is a step towards achieving Minimum Public Shareholding requirements in BHFL. Following this transaction, Bajaj Finance's shareholding in BHFL stands at 86.7032%.
Key Highlights
Sold 166,600,000 equity shares of BHFL
Sale consideration of approximately ₹1,587.82 crore
Sale price of ₹95.3074 per equity share
Represents 1.9994% of BHFL’s paid-up equity share capital
Bajaj Finance's shareholding in BHFL now at 86.7032%
👀 What to Watch
Investors should note this sale is to comply with regulatory requirements for minimum public shareholding. Monitor BHFL's future performance and Bajaj Finance's strategic moves regarding its subsidiary.
