
Bajaj Housing Finance’s Q2FY27 results put the stock in the spotlight as gross disbursements climbed 25.2% YoY to ₹19,930 crore, lifting shares 1.43% to ₹83.17.
The 25.2% jump comes on top of a 1.4% sequential lift in disbursements from Q1FY27, indicating steady demand for its housing loans. The figure dwarfs the sector’s average growth.
Assets under management rallied 24.8% YoY to ₹1.58 lakh crore, a rise of ₹8,566 crore over Q1FY27. Loan assets now sit at ₹1.40 lakh crore, up 23% from a year earlier.
Loan assets at ₹1.40 lakh crore suggest a solid balance sheet, but the company’s net interest margin remains undisclosed. Credit quality appears stable, with no headline defaults reported in the filing.
Analysts note the 14% YTD decline, yet the Q2 performance could signal a turnaround ahead of the November 15 earnings call. Guidance on interest rates and asset quality will be key.
Bajaj Housing Finance will report its Q3 earnings on November 15, where investors will look for updates on growth trajectory and capital structure.