Analysts have kept their fair value estimate for Bajaj Finserv broadly unchanged at around ₹1,572, with only slight tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions. This reflects fine tuning of their models rather than a directional shift in view.
What's in the News
- A board meeting is scheduled on Apr 30, 2026 to consider and approve standalone and consolidated audited financial results for the quarter and financial year ended Mar 31, 2026 (company filing).
- The same board meeting will also consider and approve a recommendation for dividend on equity shares, if any, for the financial year ended Mar 31, 2026 (company filing).
Valuation Changes
- Fair Value: ₹1,571.93 remains unchanged, indicating no revision to the central valuation anchor.
- Discount Rate: nudged up slightly from 13.09% to 13.20%, implying a marginally higher required return in the model.
- Revenue Growth: inched up from 13.32% to 13.52%, a small adjustment to medium term growth assumptions.
- Net Profit Margin: moved slightly higher from 7.01% to 7.03%, reflecting a very modest tweak to profitability expectations.
- Future P/E: trimmed slightly from 23.97x to 23.85x, a small reduction in the valuation multiple applied to future earnings.
Have other thoughts on Bajaj Finserv?
Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.
Create NarrativeDisclaimer
AnalystLowTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystLowTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystLowTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.