Bajaj Finance heads into Q1 with profit expected to rise 20–25% on AUM growth
Bajaj Finance is expected to report 20–25% year-on-year Q1 net-profit growth, supported by 24% AUM growth and projected 19–23% growth in net interest income. BNP Paribas estimates profit of Rs 5,968.4 crore, while YES Securities forecasts Rs 6,000 crore.
Bajaj Finance is expected to deliver 20-25% YoY Q1 profit growth, supported by 24% YoY AUM expansion and 19-23% NII growth. Analysts see limited sector surprises, with some anticipating upside from conservative margin expectations.
Why this matters
The outlook follows Bajaj Finance's reported Q1 AUM rise of 24% to ₹5.46 lakh crore and 20% loan-booking growth. It also coincides with a signal showing consumer loans hit a Q1 record as electronics prices rose 12–40%.
Retail-company signals are accelerating, up 308600% QoQ.