Analysts Adjust Bajaj Finance Price Target Amid Minor Valuation Shifts and Upcoming Board Review

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

07 Nov 24

Updated

04 Dec 25

Views

233

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n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

40.5%

7D

-1.3%

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1Y

40.5%

7D

-1.3%

You can edit this narrative until Dec 5 10:10 AM. Then, changes will post as Updates.

Author's Valuation

₹1.07k5.7% undervalued

AnalystConsensusTarget Fair Value

Shared on 04 Dec 25

Fair value Increased 0.72%

BAJFINANCE: Upcoming Results Will Clarify Margins Amid Slightly Higher Required Returns

Analysts have modestly raised their price target on Bajaj Finance, with fair value moving from ₹1,066.16 to ₹1,073.81, citing a slightly improved profit margin outlook and resilient long term earnings visibility, despite marginally softer revenue growth assumptions and a higher discount rate. What's in the News The board has scheduled a meeting on November 10, 2025, to consider and approve the unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025 (company filing).

Shared on 20 Nov 25

Fair value Increased 5.89%

BAJFINANCE: Upcoming Board Meeting Will Provide Clarity As Inputs Adjust Modestly

Analysts have raised their fair value estimate for Bajaj Finance from ₹1,006.88 to ₹1,066.16. This reflects slight adjustments in growth forecasts and model assumptions.

Shared on 05 Nov 25

BAJFINANCE: Slight Input Adjustments Will Shape Outlook Pending Board Results Review

Analysts have maintained their fair value estimate for Bajaj Finance at ₹1,006.88, citing slight adjustments to key inputs such as discount rate, projected revenue growth, profit margin, and future P/E ratio. Overall, they see no material change in their outlook.

Shared on 22 Oct 25

Fair value Increased 0.16%

Narrative Update: Bajaj Finance Analyst Price Target Adjustment Analysts have slightly raised their price target for Bajaj Finance from ₹1,005.31 to ₹1,006.88. This change reflects minor adjustments to growth and profitability expectations.

Shared on 08 Oct 25

Fair value Increased 1.68%

Analysts have raised their price target for Bajaj Finance from ₹988.70 to ₹1,005.31, citing a slight improvement in revenue growth expectations and a modest reduction in discount rate assumptions, while profit margins and future valuation multiples remain stable. What's in the News Bajaj Finance Limited held a board meeting on July 21, 2025, to discuss corporate matters and accept notable resignations.

Shared on 20 Sep 25

Fair value Increased 1.23%

With revenue growth forecasts and the discount rate both virtually unchanged, Bajaj Finance’s analyst price target saw only a slight upward adjustment to ₹988.70. What's in the News Mr. Anup Kumar Saha resigned as Managing Director and Director on the Board of Bajaj Finance, effective from the close of business hours on 21 July 2025, due to personal reasons.

Shared on 01 May 25

Fair value Increased 3.86%

Shared on 23 Apr 25

Fair value Increased 0.49%

AnalystConsensusTarget has decreased shares outstanding growth rate from 0.0% to 0.0%.

Shared on 17 Apr 25

Fair value Increased 0.47%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 1.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 3.63%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 7.06%

AnalystConsensusTarget has decreased future PE multiple from 33.2x to 27.9x and increased shares outstanding growth rate from 0.0% to 0.0%.

Shared on 19 Mar 25

Fair value Increased 11%

Shared on 12 Mar 25

Fair value Decreased 91%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

₹1.07k

5.7% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

25.59%

Consumer Finance revenue growth rate

0.71%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

16.02%

Calculation

₹344.75b

Earnings '28

x

30.43x

PE Ratio '28

=

₹10.49t

Market Cap '28

₹10.49t

Market Cap '28

/

6.25b

No. shares '28

=

₹1.68k

Share Price '28

₹1.68k Share Price '28

Discounted to 2025 @ 16.04% p.a.

=

₹1.07k

Fair Value '25