Bajaj Finance’s shares hovered near ₹958 after the company unveiled a ₹17,500 crore fund raise, comprising ₹11,700 crore via QIP and ₹5,800 crore through preferential warrants.
The Q2FY27 results showed a 16.5% YoY increase in customer franchise, now at 128.9 million, and a 26.5% jump in AUM reaching ₹5.85 lakh crore, while new loans book grew 11% YoY, according to Motilal Oswal Wealth Management Research Desk.
Despite the festive season’s dampening effect on new loan bookings, earnings growth is projected to stay robust, with analysts estimating a 20% earnings CAGR over the next two years, driven by sustained loan growth, expanding franchise, and scale benefits.
Molbio Diagnostics reports its Truenat platform has expanded to over 12,500 devices in more than 90 countries, with 43 assays covering 30 diseases, positioning it well for the global point‑of‑care market, as per the company’s filings.
The company forecasts a 23% revenue CAGR and a 50% PAT CAGR through FY26‑29, fueled by higher test‑kit sales, product diversification, and operating leverage, according to the research desk.
Bajaj Finance will release Q3FY27 results on Oct 30, with investors eyeing guidance that could confirm the 20% earnings trajectory; Molbio’s next earnings call on Nov 10 will shed light on assay rollouts.