Bajaj Housing Finance Limited

Bajaj Housing Finance demonstrated robust financial performance in fiscal year 2026, achieving 23% year-over-year growth in assets under management (AUM) to ₹140,706 crore and a 14% increase in profit after tax to ₹669 crore for the fourth quarter. The company’s strategic focus on home loans and lease rental discounting contributed to disbursement growth, while maintaining stable asset quality with gross non-performing assets at 0.27%. Management is actively engaging with investors through a series of meetings in New York and Boston, and a conference call, to discuss these results and outline a FY27 outlook that anticipates ROA compression, signaling a need for continued efficiency improvements to navigate the evolving market conditions.