Bajaj Finance raised FY27 AUM guidance: what it means for Bajaj Finance stock

Published on 10/26/2026 at 09:07 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 profit rose 29.00 percent to INR 63.67 billion by September 30, 2026. The 26.00-27.00 percent AUM outlook matters for Bajaj Finance stock.

Guidance and earnings context

Bajaj Finance reported 29.00 percent year-over-year profit growth for the quarter ended September 30, 2026.
Management raised fiscal 2027 AUM growth guidance to 26.00-27.00 percent on October 19, 2026.
Bajaj Finance had a market capitalization of INR 5.7 trillion as of October 26, 2026.

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Bajaj Finance raised its fiscal 2027 assets-under-management growth guidance to 26.00-27.00 percent after reporting second-quarter results on October 19, 2026. The lender's consolidated net profit rose 29.00 percent year over year to INR 63.67 billion for the quarter ended September 30, 2026, according to Moneycontrol.

Guidance moves higher

The revised AUM outlook compares with the previous 23.00-25.00 percent range. Investing.com reported that AUM reached INR 584.62 billion in the second quarter, up 26.00 percent from a year earlier, while the company booked 13.45 million new loans, an 11.00 percent increase.

Net interest income increased 24.00 percent to INR 133.35 billion, and net total income rose 23.00 percent to INR 159.74 billion. Loan losses and provisions totaled INR 21.66 billion, including an INR 3.37 billion management and macroeconomic provision, according to Moneycontrol.

What does the capital plan mean?

The results also came alongside a capital plan approved by the board on October 1, 2026. Investing.com reported that Bajaj Finance planned a qualified institutional placement of up to INR 117.00 billion and a preferential issue of warrants worth up to INR 58.00 billion, subject to shareholder approval.

The operating figures show the trade-off for investors. The customer franchise reached 128.85 million by September 30, 2026, up from 110.64 million a year earlier, while gross non-performing assets improved to 1.06 percent from 1.24 percent. That combination supports the higher growth target, but the capital plan could affect future share counts.

Upcoming reporting date

TradingView lists April 27, 2027 as Bajaj Finance's next report date, making the next annual update the clearest scheduled checkpoint for the guidance and capital plan.

Market context

On the NSE, Bajaj Finance was last quoted at INR 919.20 on October 26, 2026 at 1:36 p.m. IST. Its market capitalization was INR 5.7 trillion, while the 52-week range stood at INR 787.90 to INR 1,176.40 on the same date.