Bajaj Finance Q2 Results 2026: Bajaj Finance, a subsidiary of Bajaj Finserv, is scheduled to announce its financial results for the July–September 2026 quarter on Monday, October 19, 2026. Investors are expecting strong growth in assets under management (AUM), loan disbursements and profitability following the company’s encouraging provisional business update.
The non-banking financial company (NBFC) has also scheduled a conference call at 6:00 PM IST on the same day to discuss its quarterly performance and management outlook.
Market participants will closely monitor the company’s net interest income (NII), net profit, loan growth, asset quality and future business guidance.
Bajaj Finance Q2 Results 2026: Key Highlights
- Results Date: October 19, 2026 (Monday).
- Earnings Call: 6:00 PM IST.
- Expected AUM Growth: 25%–28%, according to market expert estimates.
- Projected AUM: ₹5.80 lakh crore to ₹6 lakh crore.
- Capital Raising Plan: ₹17,500 crore.
- Highest Reported Brokerage Target: ₹1,310 by JPMorgan.
Bajaj Finance Q2 Results 2026 Date and Time
Bajaj Finance confirmed through a stock exchange filing that its Board of Directors will meet on October 19, 2026, to consider and approve the unaudited standalone and consolidated financial results for the quarter and half-year ended September 30, 2026.
The company has scheduled a post-results conference call for 6:00 PM IST, during which management is expected to discuss financial performance, business developments and its outlook for the coming quarters.
Important Dates for Investors
| Particulars | Details |
|---|---|
| Company | Bajaj Finance Limited |
| Parent Company | Bajaj Finserv Limited |
| Reporting Quarter | Q2 FY27 |
| Quarter Ended | September 30, 2026 |
| Results Announcement Date | October 19, 2026 |
| Board Meeting | Monday |
| Earnings Conference Call | 6:00 PM IST |
| Trading Window Closure | October 1–21, 2026 |
The company has also confirmed that its trading window will remain closed from October 1 to October 21, 2026, both days inclusive, for designated persons and their immediate relatives or dependents.
Bajaj Finance Q2 Results 2026 Expectations: Will Profit and AUM Growth Improve?
Following the company’s strong provisional business update for the September quarter, analysts expect Bajaj Finance to report healthy year-on-year growth across several key financial indicators.
Mahesh M Ojjha, Vice President of Research and Business Development, expects improvement in AUM, loan book growth, net interest income and profitability.
According to his assessment, investors should particularly monitor management commentary on AUM expansion, deposit mobilisation and future loan growth projections.
Bajaj Finance Q2 FY27: Key Market Expectations
| Financial Indicator | Market Expectations |
|---|---|
| Assets Under Management | ₹5.80–₹6 lakh crore |
| Expected AUM Growth | 25%–28% |
| Loan Book Growth | Double-digit YoY growth |
| Net Interest Income | Improvement expected |
| Net Profit | Growth expected |
| Customer Franchise | Continued expansion |
| Deposits | Growth remains a key focus |
| Asset Quality | Important metric to monitor |
Note: These figures represent analyst expectations and are not the company’s officially reported Q2 FY27 financial results.
Bajaj Finance AUM May Reach ₹6 Lakh Crore
Market expert Anuj Gupta expects Bajaj Finance to deliver a strong September-quarter performance.
According to his estimates, the company’s assets under management could grow between 25% and 28%, potentially reaching ₹5.80 lakh crore to ₹6 lakh crore.
He also expects double-digit year-on-year growth in the loan book, supported by expansion in the customer franchise and deposits.
Strong AUM growth would indicate continued demand for the company’s lending products. However, investors will also need to assess borrowing costs, credit expenses and asset quality to understand the overall quality of earnings.
Bajaj Finance ₹17,500 Crore Capital Raising Plan
Another major development attracting investor attention is Bajaj Finance’s proposed capital raising initiative.
According to a Jefferies India report dated October 2, 2026, the company’s board approved a capital raising plan worth ₹17,500 crore.
The proposed fundraising includes preferential warrants and a Qualified Institutional Placement (QIP).
Capital Raising Breakdown
| Fundraising Method | Proposed Amount |
|---|---|
| Preferential Warrants to Bajaj Finserv | ₹5,800 crore |
| Qualified Institutional Placement (QIP) | ₹11,700 crore |
| Total Proposed Capital Raise | ₹17,500 crore |
Jefferies noted that the proposed capital raising represents approximately 3% of the company’s market capitalisation and 13% of its estimated FY27 net worth.
The brokerage also highlighted several factors that may have influenced the decision, including strong loan growth, future management succession and the potential phased monetisation of Bajaj Finance’s 87% stake in Bajaj Housing Finance Limited (BHFL).
According to Jefferies, the capital raising could increase estimated FY28 book value per share by approximately 8%, while earnings per share may remain broadly unchanged and return on equity could moderate slightly.
Bajaj Finance Share Price: Important Support and Resistance Levels
Bajaj Finance shares have attracted attention ahead of the quarterly earnings announcement.
Technical market expert Sumeet Bagadia, Executive Director at Choice Broking, highlighted the stock’s ability to absorb selling pressure near its demand zone of ₹945–₹960.
According to the referenced technical assessment, Bajaj Finance shares ended the trading session at ₹982 after correcting from an earlier peak of ₹1,176.40.
The stock formed a bullish daily candle near an important support area, indicating improving buying interest.
Bajaj Finance Technical Analysis
| Technical Indicator | Reported Level |
|---|---|
| Reference Share Price | ₹982 |
| Major Support Zone | ₹945–₹960 |
| Immediate Resistance | ₹987.52 |
| Previous Peak | ₹1,176.40 |
| Daily RSI | 47.29 |
| RSI Signal Line | 38.60 |
| Analyst’s Suggested Entry Zone | ₹980–₹990 |
| Suggested Trading Target | ₹1,090 |
| Suggested Stop-Loss | ₹928 |
The stock’s daily Relative Strength Index (RSI) was reported at 47.29, above its signal line of 38.60.
This indicated improving short-term momentum, although the stock still needed to overcome important moving-average resistance levels.
A sustained breakout above the 200-day exponential moving average could strengthen the technical outlook, according to the analyst.
These levels are based on the cited technical assessment and may change with subsequent market movements.
Bajaj Finance Share Price Target: What Are Brokerages Predicting?
Several domestic and international brokerage firms have published positive price targets for Bajaj Finance, reflecting their expectations for the company’s long-term business performance.
Bajaj Finance Brokerage Target Price Comparison
| Brokerage Firm | Share Price Target |
|---|---|
| Jefferies India | ₹1,280 |
| JPMorgan | ₹1,310 |
| Citi | ₹1,300 |
| HSBC | ₹1,270 |
Among the four brokerages mentioned in the report, JPMorgan has the highest target price at ₹1,310, followed by Citi at ₹1,300.
Jefferies has projected a target of ₹1,280, while HSBC has assigned ₹1,270.
These are brokerage estimates rather than guaranteed future prices. Actual stock performance will depend on earnings growth, valuations, asset quality, market conditions and other factors.
What Should Investors Watch in Bajaj Finance Q2 Results?
Apart from the headline profit numbers, investors are expected to focus on several important business indicators.
1. Assets Under Management (AUM): Strong AUM expansion could indicate sustained demand for the company’s lending products.
2. Net Interest Income: Growth in NII will help investors assess the performance of Bajaj Finance’s core lending business.
3. Asset Quality: Credit costs, non-performing assets and loan repayment trends will remain important indicators.
4. Customer Acquisition: Investors will watch whether management upgrades its customer acquisition and loan growth guidance.
5. Management Commentary: The earnings conference call could provide further clarity on business expansion, deposits, funding costs and future profitability.
JPMorgan is also expecting a meaningful improvement in management guidance, making the post-results conference call particularly important.
Conclusion
Bajaj Finance’s Q2 FY27 results, scheduled for October 19, 2026, will be closely watched by investors following the company’s encouraging provisional business update.
Market experts expect strong AUM expansion, with estimates suggesting that the loan portfolio could reach ₹5.80 lakh crore to ₹6 lakh crore.
Alongside quarterly earnings, investors will monitor the proposed ₹17,500 crore capital raising plan, management guidance and asset quality trends.
With brokerage targets ranging from ₹1,270 to ₹1,310, the company’s financial performance and forward-looking commentary could play an important role in shaping market sentiment.
Disclaimer: This article is intended for educational and informational purposes only. Analyst expectations, technical levels and brokerage targets are not guaranteed outcomes or personal investment recommendations. Stock market investments involve risk. Consult a SEBI-registered investment adviser before making financial decisions.
Read More:Stock Market News This Week: 20+ Stocks Including…
By
