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Cleaner growth for Bajaj Fin?

Mint Kolkata

|

May 01, 2026

Bajaj Finance continued its streak of consistency in Q4FY26, with the non-banking financial company again delivering over 20% year-on-year growth in assets under management (AUM).

- Anarya Roy

This time, its AUM surpassed the ₹5-trillion milestone while it also maintained its sector-leading profitability metrics.

Net profit rose 22% year-on-year (yo-y) to ₹5,550 crore, supported by 20% growth in net interest income and a sharp moderation in credit costs. Provisioning declined meaningfully as stress formation eased across key segments. On cue, the stock gained 1% on Thursday, outperforming the broader Nifty 50 index, which fell almost 0.75%.

Besides AUM growth, what enthused investors is the expected change in the quality of growth.

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