Company: Bajaj Finance Ltd. Category: IPO Notes

We are optimistic on Bajaj Finance’s (BAF) outlook, given its traction in multiple products, new initiatives in various business segments (on both the asset and liability sides) and able top management.
Jan. 14, 2019, 11:32 a.m.

Bajaj Finance has achieved a turnover of Rs. 35406.30 mn for Q3 FY18 as against Rs. 26882.30 mn in Q3 FY17, an increase of 3l.7l%. Net Sales and PAT of the company are expected to grow at a CAGR of 32% and 39% over 2016 to 2019E, respectively. Overweight.
Feb. 5, 2018, 12:25 p.m.

Bajaj Finance Limited: Stellar performance to continue
Nov. 13, 2017, 10:08 a.m.
Author : FundsIndia | Publisher:

Bajaj Finance: Quarterly Update
Oct. 26, 2017, 12:01 p.m.

Bajaj Finance: Valuation premium on strong earnings visibility
Oct. 17, 2017, 9:27 a.m.

We expect AUM growth of 35% YoY, driven by strong growth in consumer and commercial lending. Rural business too should register strong growth, albeit off a low base. The company continues to increase its market share in consumer durables lending.
Oct. 16, 2017, 3:39 p.m.

Bajaj Finance: Strong all-round performance
Oct. 16, 2017, 9:37 a.m.

During this quarter, BAF, CAFL, LTFH, PNBHF and MMFS (off a low base) are likely to post earnings growth of 30%+ YoY, which is commendable, in our view. We expect positive surprises from MMFS, SHTF and DEWH. Our top picks in this space are HDFC, DEWH, BAF and SHTF.
Oct. 13, 2017, 3:31 p.m.

Bajaj Finance: Heads I win, Tails I don’t lose much
Oct. 11, 2017, 8:40 a.m.

The Bajaj Finance stock has seen a strong run up on the bourses, increasing 38% in last three months. Such a strong performance is on the back of sustained strong AUM growth (36% in FY17) & earnings (33% in FY17). In Q1FY18, it reported 39% YoY growth in AUM (led by consumer finance segment) to | 68883 crore and 42% YoY in PAT to | 602 crore.
Aug. 29, 2017, 7:41 p.m.

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