Bajaj Finance shares traded 2.08% higher at Rs 1,033.90 after the company reported a 22% jump in quarterly net profit to Rs 5,543 crore. The strong performance for the quarter ending March 2026 was supported by a 17% rise in revenue, reflecting steady demand in its lending business.
Detailed Coverage
Bajaj Finance shares traded 2.08% higher on Monday at Rs 1,033.90, reacting to the company's financial results for the quarter and full year ended March 2026. The non-banking financial company reported a consolidated net profit of Rs 5,543.09 crore for the March quarter, marking a 22.19% increase compared to Rs 4,536.75 crore in the same period a year ago.
Quarterly and Annual Financial Growth
Revenue from operations for the quarter stood at Rs 21,605.79 crore, a 17.06% increase over the Rs 18,456.85 crore reported in the March 2025 quarter. On an annual basis, the company showed consistent growth over the last four years. Consolidated revenue climbed from Rs 31,632.42 crore in fiscal year 2022 to Rs 81,982.38 crore by the end of fiscal year 2026. Net profit also rose steadily from Rs 7,028.23 crore in 2022 to Rs 19,315.90 crore in 2026.
Balance Sheet and Valuation Metrics
The company's balance sheet reflects significant asset growth, with total assets reaching Rs 559,952 crore by March 2026, up from Rs 212,505 crore in March 2022. As of the end of the March 2026 quarter, the company reported a debt-to-equity ratio of 3.82. Key valuation metrics at the end of the period included a Price-to-Earnings (P/E) ratio of 26.19 and a Price-to-Book (P/B) ratio of 4.37. The return on net worth (ROE) was 16.68%, compared to 17.20% in the previous year.
Dividends and Recent Corporate Actions
Alongside the financial results, the company announced a final dividend of Rs 6.00 per share. Investors should note that the company has undergone significant changes to its share capital structure recently. This includes a 4:1 bonus issue in April 2025 and a stock split that adjusted the face value from Rs 2 to Rs 1, which became effective on June 16, 2025. These corporate actions are important for investors comparing historical share prices and earnings per share data.
For investors, the key monitorable remains how the company manages its asset quality and interest margins amidst the broader credit environment in the Indian non-banking financial sector. While the company has maintained a trend of steady profit growth, future performance will depend on its ability to sustain lending demand and manage borrowing costs, which influence the overall profit margin.