Bajaj Finance Ltd News

Nomura flags stress in MSME, vehicle loans as fuel shock hits NBFC sector

The brokerage assessing the impact of a prolonged conflict noted that these segments face the highest near-term risk, while housing, gold, and power loans appear relatively better insulated

HDFC Bank, ICICI Bank, Bajaj Fin among 13 Nifty 50 stocks hit 52-week lows

A total of 100 stocks from the Nifty 500 index registered new 52-week lows on Monday as selling intensified amid escalating geopolitical tensions.

Bajaj Finance falls 5%, m-cap sinks ₹1trn since West Asia war; time to buy?

Bajaj Finance share price: The recent fall in Bajaj Finance has significantly eroded the NBFC's market valuation. As per data, the NBFC's m-cap has dropped by ₹1 trn since the start of West Asia war

NBFC stock picks: Why Ambit prefers Tata Capital, SHFL over Bajaj Finance

Competition in affordable home loans intensified as industry players are waiving login fees to drive volumes, even as the sector's risk appetite remains elevated

Nifty crashes 1,000 points below its 200-DMA; analysts see more downside

Any impact on the oil infrastructure in case of a prolonged war could see the Nifty drop to 23,500 - 23,700 levels," says U R Bhat, co-founder & director of Alphaniti Fintech.

NBFCs in "sweet spot", says Kotak Inst, sees stronger loan growth in FY27

Kotak Institutional Equities' favoured picks among NBFCs' include Bajaj Finance and Bajaj Finserv

Bajaj Finance Options strategy: HDFC Securities suggests Bull Call Spread

Nandish Shah of HDFC Securities suggests Bajaj Finance bull call spread for 24 Feb expiry. Check cost, max profit, breakeven, margin, and technical rationale

Bajaj Finance down 2% on higher provisions; brokerages optimistic on growth

Nomura said Bajaj Finance (BAF) has voluntarily revised loss-given-default (LGD) floors across products, resulting in accelerated provisions of ₹1,400 crore in Q3FY26.

Stocks to Watch: Bajaj Finance, Nazara Tech, Mankind Pharma, NBCC, Pidilite

Stocks to Watch today: Bajaj Finance, Nazara Technologies, Aditya Birla Capital, Mankind Pharma, Restaurant Brands Asia and NBCC are among the stocks to watch today, February 04, 2026

Bajaj Finance Q3FY26 results: Net profit declines 6% to ₹4,066 crore

Accelerated credit provisions and a one-time labour code charge weighed on Bajaj Finance's Q3FY26 profit, even as income growth and asset quality stayed healthy

Q3 results: Adani Enterprises, NMDC, Bajaj Finance, 108 others on Feb 3

Q3FY26 company results: Firms including Varun Beverages, Pidilite Industries, Solar Industries India, Zydus Wellness, and Mankind Pharma are also to release their October-December earnings today

Bajaj Finance stock seen testing 200-DMA after 13 months: Technical chart

Bajaj Finance stock is seen testing the 200-DMA for the first time since January 2025. That apart, Radico Khaitan is also seen testing the long-term moving average after a gap of 10 months.

Stocks to watch, Jan 05: Marico, D-Mart, Hindustan Zinc, M&M Finance, Dixon

Stocks to watch on Monday, January 5, 2026: At around 7:10 AM, GIFT Nifty futures were up 79.1 points at 26,534.5, signaling a strong start for the bourses.

Outlook bright for auto financiers, but valuations may cap upside: Analysts

Vehicle financiers gain double digits in FY26 as AUM, NIMs and auto loan demand rise. Analysts turn positive on Shriram Finance, M&M Finance, Cholamandalam Investment, and Bajaj Finance

Bajaj Finserv targets a 22% profit CAGR, double customers in 5 years

Eyes listing on insurance arms, focus NRIs through GIFT City, pension funds biz post Allianz exit

Auto, realty, bank stocks gain after RBI MPC cuts repo rate by 25 bps

At 10:25 AM; Nifty Realty and Nifty PSU Bank index were up 1 per cent each, while, Nifty Auto, Nifty Bank and Nifty Financial Services index up in the range of 0.30 per cent to 0.60 per cent.

Stocks to Watch today: SBI, Adani Enterprises, Sun Pharma, Hudco, LIC, IRFC

Stocks to Watch today, December 03: Shares of SBI, HDFC Bank, and ICICI Bank will remain in focus today as RBI has announced that they will continue to be classified as systemically important banks

Nifty50 to hit 29,300 by end-2026? Nomura lists top 20 stock picks

Nomura expects Indian markets to trade in the range of 20-22x one-year forward earnings, assuming risk premia remain low.

InCred turns upbeat on vehicle financiers; lifts outlook on key NBFCs

According to the analysts, disbursement growth remained soft across most lenders in Q2FY26 due to seasonality and increased caution in SME/MSME segments.

Market forecast 2026: UBS, Franklin Templeton AMC, Emkay, others decode

Most brokerages remain optimistic on the road ahead for the Indian equity markets and expect the Sensex to hit new highs in 2026 provided earnings remain supportive