Preview: India's Bajaj Finance results to rise on loan growth, analysts say

Bajaj Finance

10/11/2025 08:57

** Bajaj Finance BJFN.NS stock up 1% ahead of Q2 results

** Motilal Oswal analysts expect non-banking lender to post 22% profit rise on steady loan growth

** BJFN's AUM rose 24% in quarter from a year earlier, which Jefferies said was healthy and in-line with expectations

** BJFN expected to post strong growth for rest of 2025-26 driven by GST cuts

** Analyst expect credit cost to remain stable; commentary on asset quality will be monitored closely

** 31 analysts, on avg, have "buy" rating; median PT is 1,000 rupees vs current 1080 rupees - data compiled by LSEG

** YTD, BJFN up 56.5% vs 8% rise in Nifty 50 index .NSEI

 (Reporting by Nishit Navin in Bengaluru)

 ((nishit.navin@thomsonreuters.com))