Shares of Bajaj Housing Finance rose 1.2% to ₹82.93 on Thursday, marking the first uptick in a week of choppy trading. The lift came as investors digested the firm’s Q2FY27 business update released in an exchange filing on Oct 3.
According to the filing, AUM surged 25% YoY to ₹1.58 lakh crore, up from ₹1.49 lakh crore at the end of Q1FY27. Gross disbursements grew 25.2% to ₹19,930 crore, compared with ₹15,914 crore a year earlier, underscoring steady loan origination.
Net interest income widened 9% to ₹968 crore, while net total income climbed 16% to ₹1,175 crore. Revenue for the quarter rose 17.2% to ₹3,063 crore, and loan assets increased 17.8% to ₹1.40 lakh crore, reinforcing the company’s lending momentum.
Provisioning improved sharply: loan losses and provisions fell to ₹16 crore from ₹38 crore in the prior year. The sharper decline signals tighter credit quality and better risk management.
The company has not issued fresh guidance yet, but analysts are eyeing the upcoming Q3 filing in May for updates on interest‑rate exposure and potential margin expansion. Market watchers note that the broader housing‑finance sector is bracing for tighter regulatory norms and macro‑economic headwinds.
On the exchange front, BHFL trades on the BSE under the symbol BHOUSCO, while its NSE listing follows the same trend, offering liquidity to both active traders and long‑term investors.