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AnalystConsensusTarget updated the narrative for BAJFINANCE

Update shared on 08 Oct 2025

Fair value Increased 1.68%
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AnalystConsensusTarget's Fair Value
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1Y
41.3%
7D
-1.1%

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. (Key Developments)
  • Mr. Anup Kumar Saha has resigned as Managing Director and as a Director on the Board, effective from the close of business hours on July 21, 2025, citing personal reasons. (Key Developments)
  • Mr. Rajeev Jain, previously Executive Vice-Chairman, has been granted full powers, roles, and responsibilities of management and has been re-designated as Vice-Chairman and Managing Director for the remainder of his term until March 31, 2028. (Key Developments)

Valuation Changes

  • Consensus Analyst Price Target has risen slightly from ₹988.70 to ₹1,005.31.
  • Discount Rate has decreased marginally from 16.57% to 16.54%.
  • Revenue Growth expectation has increased modestly from 31.95% to 32.26%.
  • Net Profit Margin has dipped slightly from 37.84% to 37.60%.
  • Future P/E multiple has edged up from 29.16x to 29.60x.

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Disclaimer

AnalystConsensusTarget 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 AnalystConsensusTarget 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 AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.