Bajaj Finance Q2 Business Update: The second quarter of the current financial year 2026 for Bajaj Finance July-September 2025 was a bang and its new loans increased by 26% on an annual basis. Bajaj Group’s Non-Banking Financial Company (NBFC) released business updates of the September quarter on October 3 and its shares may show a sharp stir on the next trading day i.e. 6 October on this bang business figure. Earlier, 3 October i.e. the last trading day of this week on Friday, its shares on BSE closed at ₹ 989.65 with a jump of 0.21% on the BAJJ Finance Share Price.
Bajaj Finance Q2 Business Update: Special things
Bajaj Finance’s customer franchise reached 11.06 crores in the end of September, which was more than 20% on an annual basis. Last year, the figure was at 9.21 crores in the end of September 2024. In the September quarter, Bajaj Finance’s new loans jumped 26% to 1.22 crores on an annual basis. In the end of September, the Assets Under Management (AUM) of this NBFC rose 24% to ₹ 4.62 lakh. Bajaj Finance’s AUM increased by ₹ 20,800 crore in the September 2026 quarter. Talking about the deposits book, it rose from ₹ 66,131 crore to 5.47% to ₹ 69,750 crore in the September 2026 quarter.
How was the first quarter?
Now let’s talk about how was the first quarter of the current financial year 2026 i.e. April-June 2025 for Bajaj Finance. In the June quarter, the company’s net profit on the consolidated basis increased by 20% to ₹ 4699.61 crore and the consolidated revenue from the operations rose 21% to ₹ 19523.88 crore. However, during this period, the expenditure also increased from ₹ 10,839.48 crore to ₹ 13,160.90 crore. In the June 2025 quarter, the number of new loans of Bajaj Finance rose 23% to 1.35 crores on an annual basis. Assets Under Management (AUM) also increased by 25% to ₹ 4,41,450 crore. Pure income from interest also rose 22%to ₹ 10227 crore. In the June 2025 quarter, gross NPA rose from 0.86% to 1.03% and NET NPA also jumped from 0.38% to 0.50% i.e. NBFC’s asset quality has weakened.
How was the move of shares in a year?
Bajaj Finance shares were at ₹ 645.31 on 21 November 2024 last year, which is a record low of one year for its shares. From this lower level, it jumped 60.53% in ten months to ₹ 1035.95 on 24 September 2025 last month, which is a one -year record high level for its shares. Now, if we talk further, according to the details on the Indian, out of the 33 analysts covering it, 18 have purchased it, 10 hold the hold and 5 have saved it. Its highest target price is ₹ 1180 and the low -target price is ₹ 640.