Bajaj Finance shares rally over 2.5% post Q2 update; AUM surges 24% YoY to ₹ 4,62,250 crore – check details

In its filing to stock exchanges, Bajaj Finance said the customer franchise as of September 30, 2025, stood at 110.64 million as compared to 92.09 million as of September 30, 2024. In Q2 FY26, the customer franchise increased by 4.13 million.

Further, new loans booked grew by 26% to 12.17 million in Q2 FY26 as compared to 9.69 million in Q2 FY25.

The company added that the assets under management (AUM) grew by 24% to approximately ₹4,62,250 crore as of September 30, 2025, as compared to ₹3,73,924 crore as of September 30, 2024. In Q2 FY26, AUM grew by approximately ₹20,800 crore.

The deposits book stood at approximately ₹69,750 crore as of September 30, 2025, as compared to ₹66,131 crore as of September 30, 2024. This translates to a rise of 5.4% YoY.

Bajaj Finance Q1 results

Bajaj Finance, the country's largest non-banking finance company (NBFC), on Thursday, July 24, reported a consolidated net profit of ₹4,700 crore in the first quarter of the current financial year (Q1FY26), marking an upside of 20% from ₹3,912 crore in the same period last year.

Its net interest income (NII), the difference between interest earned and interest expended, advanced 22% in Q1 to ₹10,227 crore from ₹8,365 crore in the year-ago period.

Bajaj Finance's fees and commission income came in at ₹1,784 crore, up 17% from ₹1,524 crore in the corresponding period last year.

The Pune-based company's assets under management (AUM) jumped by 25% in Q1 to ₹4,41,450 crore and its assets under finance rose by 24% to ₹4,32,458 crore.

Loan losses and provisions increased by 26% in Q1FY26 to ₹2,120 crore from ₹1,685 crore in Q1FY25.

The number of new loans booked in the June quarter was 13.49 million as against 10.97 million in Q1FY25, a growth of 23%. Customer franchise stood at 106.51 million compared to 88.11 million in the year-ago period.