Bajaj Finance Ltd. - Calibrated Growth Approach to Maximize Return Ratios, Maintain BUY
BAF added 3.85 Mn customers (+24/8% YoY/QoQ) during the qtr. vs 3.1/3.6 Mn customer YoY/QoQ, taking the total customer base to 80.4 Mn customers...
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Bajaj Finance: Value Emerging, Upgrade to BUY
Despite the rising scale and complexity of its operations, Bajaj Finance (BAF) has continued to deliver a healthy ~26% AUM CAGR from FY22-FY24E
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Top Conviction Ideas – “Banks, Financial Services and Insurance (BFSI)”
Banks (incl. SFBs) under our coverage reported a largely in-line performance delivering a credit growth at ~14% YoY, with a continuous and...
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HSIE Results Daily: Bajaj Finance, ICICI Prudential Life, Persistent Systems, Supreme Industries
Bajaj Finance: Bajaj Finance (BAF) reported a mixed set of earnings with steady loan growth (+29% YoY) and improving operating efficiency offset by...
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Q2FY25 Earnings Preview - Banks, Financial Services and Insurance
Mirroring the systemic credit growth trends, we expect banks under our coverage (incl. SFBs) to register credit growth of ~14/4% YoY/QoQ.
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