Bajaj Finance - Unpredictabality of Outcomes Not Priced In
Bajaj Finance’s (BAF) Q4FY22 earnings were in line with our estimates, led by improving asset quality credit costs at 160bps), partially offset by...
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Bajaj Finance: Business Momentum Strong, Outlook Remains Encouraging
On the back of a recent correction in the stock, we revise our rating to BUY from HOLD with a revised target price of Rs 8,200 (7.8x FY24E ABV),...
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Bajaj Finance: Stellar Show, Beats Estimates, Improved Visibility
Bajaj Finance is a dominant player in the consumer finance space while it has also made a foray into various lending segments wherein housing has...
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Bajaj Finance: Strong Quarter; Stretched Valuations
Bajaj Finance (BAF) Q3FY22 performance was robust, led by higher AUM growth of 9% QoQ (partly on account of festive demand) and PAT growth of 44% QoQ
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Strong beat driven by all-round healthy business momentum
While NII rose 41% YoY to INR47.3b (6% beat), due to higher interest income from IPO financing and lower negative carry, it was slightly mitigated...
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