The decline followed promoter Bajaj Finance Ltd's decision to divest a portion of its stake to comply with minimum public shareholding (MPS) norms.
ICICI Securities said Bajaj Housing is targeting 5 per cent share in incremental home loan originations against current 2.5-2.7 per cent, offering a significant runway for calibrated portfolio compounding.
Bajaj Housing Finance shares are down 18 per cent in 2025 so far against a 15 per cent rise in the BSE Financial Services index. On Tuesday, the stock fell 9.08 per cent to open at Rs 95 apiece on NSE.
As per JM Financial’s note, the management reduced its AUM growth forecast for FY26E to 22–23 per cent, down from the earlier 24–25 per cent range.
Bajaj Finance: The company's PAT for the quarter stood at Rs 4,948 crore, up from Rs 4,014 crore in the corresponding quarter last year. Net interest income (NII) rose 22 per cent to Rs 10,785 crore from Rs 8,838 crore a year ago, while net total income increased 20 per cent to Rs 13,170 crore from Rs 10,946 crore in the same period.
Bajaj Finance shares rose 1.68 per cent to hit a high of Rs 1,060.45 on BSE. The scrip is up 19.47 per cent in the past three months compared with a 3.35 per cent rise in the BSE Sensex during the same period.
The lender was in advanced talks with Zerodha to open bank accounts for its 160 million broking clients, said a report.
Bajaj Finance share price today: Bajaj Finance stock rose for the sixth straight session, turning overbought on technical charts. The stock climbed 1.44% to a peak of Rs 1102.45 today against the previous close of Rs 1086.70.
Axis Securities said that found support at its medium-term upward sloping trendline and staged a sharp rebound, signalling a potential reversal.
Bajaj Housing's stock was last seen trading slightly higher by 0.04 per cent at Rs 112.15. At this price, it remains 40.49 per cent below its all-time high, while still trading 60.21 per cent above its initial public offering (IPO) price of Rs 70.
Bajaj Housing: On the earnings front, the housing finance firm delivered a strong performance in the quarter ended June 30, 2025 (Q1 FY26), with profit after tax (PAT) rising 21 per cent year-on-year (YoY) to Rs 583 crore from Rs 483 crore in Q1 FY25.





