Overview
- Bajaj Finance reported a 19% year-on-year increase in Q4FY25 net profit to Rs 4,546 crore, alongside robust revenue growth.
- The company revised its FY26 asset under management (AUM) growth guidance to 24–25%, down from the earlier projection of 25–27%.
- Shares fell nearly 6% as higher credit costs, one-time provisions, and moderated growth outlook raised investor concerns.
- Brokerages issued mixed ratings, with Jefferies maintaining a Buy rating and a target price of Rs 10,440, while Macquarie retained an Underperform rating with a target price of Rs 6,290.
- Corporate actions include a special interim dividend of Rs 12, a final dividend of Rs 44, a 1:2 stock split, and a 4:1 bonus share issue.