Bajaj Finance to report Q2 results on October 19

what happened

Bajaj Finance, a subsidiary of Bajaj Finserv, will consider its unaudited standalone and consolidated results for the quarter and half year ended September 30, 2026, at a board meeting on Monday, October 19. A guidance call is scheduled for 6:00 p.m. IST the same day. According to Target, the trading window for designated persons stays closed from October 1 to October 21, inclusive.

Target, citing a Jefferies India report dated October 2, says the board approved a capital raise of Rs 17,500 crore, made up of Rs 5,800 crore in preferential warrants to BFS and Rs 11,700 crore through a QIP. Jefferies links the move to strong loan growth of 23%, the staggered monetisation of an 87% stake in BHFL and a management succession planned for March 2028. Leverage is put at 4.9x, with return on equity at 17%.

According to Target, markets expect a sharp year-on-year increase in AUM and loan book after a strong provisional business update for July to September. The shares closed at Rs 982 in the latest session, well below the peak of Rs 1,176.40 reached earlier in the period.

why it matters

Beyond headline profit, investors will watch the updated outlook on loan growth and customer acquisition. Indian NBFCs are sensitive to funding costs and loan quality, so Bajaj Finance results often set the tone for the wider sector. The planned share issuance could also affect the capital structure and share trading in the coming weeks.

market impact

Bajaj Finance and India's NBFC sector: results and fundraising shape sentiment around the company's shares

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