Bajaj Finance Shares Jump Over 4% After Brokerages Remain Bullish On Q2 AUM Growth
Bajaj Finance is in focus in a quarterly results development with Sept. 30 in focus.
· NDTV Profit, Economic Times Markets, ET Stocks
The company assets under management have grown 26.5% to Rs 5.85 lakh crore on a year-on-year basis by Sept. 30, 2026.
Key facts
- Dates in focus
- Sept. 30
The analysis
Bajaj Finance reported Rs 5.85 lakh crore, with movement of 4% and 26.5% attached to those lines. Those are the figures as filed — what moves the price is how they sit against what the market already expected, not their absolute size.
Against that, the stock is -0.8% on the day at ₹955.65, and has returned -5.7% over three months. It sits 18% below its 52-week high. The financial services sector has moved -7.7% over the same period, so Bajaj Finance is running 2.0 points ahead of its peers.
For Bajaj Finance, the question is how much of this is already reflected in the price and how much re-rates the financial services peer set alongside it.
Why it matters
- Earnings versus expectations is what actually re-rates a stock; the surprise matters more than the absolute number.
Market context
- The company directly in focus is BAJFINANCE.
- Sector exposure: Financial Services.
- The immediate tone of coverage reads positive.
In this story
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