AI-generated · cited to primary sources · not investment advice
Bajaj Finance (500034) May 2026 Filing Analysis
Does management do what it says?
The company surpassed the milestone of ₹ 5 lakh crore AUM, ending the year at ₹ 509,975 crore. (2 exceeded, 3 met across 5 tracked commitments)
“In terms of customer franchise, we continue to be confident of adding 15 - 17 million new customers in FY27.”
The actual credit cost for FY26 was 1.93%, which is within the guided range of 1.85% to 1.95%. (3 met, 1 exceeded across 4 tracked commitments)
“ROA came in as of fourth quarter at 4.6%. We continue to guide for 4.4% to 4.6%.”
Management expects NIM to experience marginal moderation in the coming year. — target: marginal moderation (+1 more commitment)
“NIM, we expect marginal moderation. It's a little bit contingent on how interest rates play out, caused by geopolitical tensions.”
See the full cited Management analysis of Bajaj Finance
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