Bajaj Housing Finance Stock Soars 5% on Strong Q1 Results with 24% Year-on-Year AUM Growth!

Bajaj Housing Finance shares experienced a notable increase of 4.5% during Friday’s trading session, reaching Rs 92.65. This uptick follows a strong business update for the June 2026 quarter, driven by substantial growth in assets under management (AUM) and robust loan disbursements. The company reported gross disbursements of approximately Rs 19,500 crore for Q1FY27, a significant jump from Rs 14,651 crore in the same quarter the previous year. Additionally, this figure is an improvement from Rs 17,506 crore recorded in the preceding quarter, indicating a consistent upward trajectory in lending activities.

Assets under management surged 24% year-over-year to approximately Rs 1,49,610 crore as of June 30, 2026, compared to Rs 1,20,420 crore a year earlier. Sequentially, AUM saw an increase of around Rs 8,904 crore during the quarter. The growth in loan assets also exhibited a healthy pattern, rising to approximately Rs 1,31,150 crore from Rs 1,05,954 crore over the same period last year. This performance underscores sustained demand for housing finance, suggesting a strong market position for Bajaj Housing Finance.

From a technical perspective, the stock has maintained a bullish trajectory, having gained nearly 15% over the past three months. With a market capitalization of Rs 73,866 crore and a 52-week high of Rs 124, the company’s valuation metrics reveal a P/E multiple of 28.85, a price-to-sales ratio of 5.46, and a price-to-book ratio of 3.28. The 14-day Relative Strength Index (RSI) currently stands at 60.8, indicating robust buying interest while remaining below overbought territory. The stock is also trading above seven of its eight key simple moving averages (SMAs), further reinforcing its positive momentum.

The shareholding pattern has shown some mixed signals; Foreign Institutional Investors (FIIs) slightly increased their stake to 0.99%, up from 0.94% in the previous quarter, reflecting ongoing institutional interest. Conversely, mutual funds have reduced their holding to 0.35% from 0.63%, suggesting some profit-taking activity. Promoter ownership has remained steady at 86.70%, indicating a persistent confidence from the company’s management. This blend of factors positions Bajaj Housing Finance favorably for potential investors while also highlighting the ongoing market dynamics that could affect future performance.


Source: The Economic Times

(Expert Note: This report was prepared by the Wealthova team.)