Update shared on 17 Mar 2026
Fair value Decreased 0.98%Analysts have made a small trim to their Bajaj Finserv price target, with fair value moving from about ₹2,248.71 to roughly ₹2,226.69. This reflects slightly higher discount rate assumptions and a modestly lower future P/E multiple, while revenue growth and profit margin expectations remain broadly unchanged.
What's in the News
- Kinetic Watts & Volts launched a retail finance ecosystem for its DX+ and DX electric scooters that includes Bajaj Finserv as a financing partner alongside Hero FinCorp and CleverPe, aiming to offer EMI based and digital payment options at Kinetic EV dealerships across India (Key Developments).
- The tie up with Kinetic Watts & Volts is designed to support EV adoption by providing customers with tailored finance options at showrooms, lower upfront cost barriers and simplified documentation through a mix of traditional lenders and a digital first fintech platform (Key Developments).
- Bajaj Finserv is scheduled to hold a board meeting on 4 Feb 2026 at 11:30 Indian Standard Time to consider and approve unaudited standalone and consolidated financial results for the quarter and nine months ended 31 Dec 2025 (Key Developments).
- The same board meeting agenda also includes approval of an issue of equity shares to the Bajaj Finserv ESOP Trust, which relates to the company’s employee stock ownership plans (Key Developments).
Valuation Changes
- Fair Value: Trimmed slightly from ₹2,248.71 to ₹2,226.69, reflecting a modestly lower implied valuation level.
- Discount Rate: Adjusted marginally higher from 13.02% to 13.04%, indicating a small change in required return assumptions.
- Revenue Growth: Held effectively steady at about 14.93%, with no meaningful change in projected top line expansion assumptions.
- Net Profit Margin: Kept broadly unchanged at around 8.44%, suggesting stable expectations for profitability.
- Future P/E: Eased slightly from 27.24x to 26.99x, pointing to a more conservative earnings multiple being used in the model.
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