Bajaj Finance launches commodity trading: what it means for Bajaj Finance stock

Published on 10/23/2026 at 09:33 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Bajaj Broking added commodity trading on October 22, 2026. For Bajaj Finance stock, the launch covers four commodity groups.

Growth and product expansion

Bajaj Broking added commodity trading on October 22, 2026.
Second-quarter fiscal 2027 net profit rose 28.8 percent to INR 63.67 billion.
Bajaj Finance market capitalization stood at INR 5.7 trillion as of October 23, 2026.

Bajaj Finance, INE296A01024, Illustration mit AI erstellt.

Bajaj Finance (ISIN INE296A01024) added a new distribution feature as its Bajaj Broking unit launched commodity trading on October 22, 2026. The platform covers precious metals, energy, base metals and selected agricultural contracts, according to EquityBulls. For investors, the move adds a product expansion angle to a stock already carrying strong second-quarter growth figures.

Three events shape the story

The recent sequence began on October 1, 2026, when the board approved a capital raise of up to INR 117.00 billion through a qualified institutions placement and INR 58.00 billion through promoter warrants, as reported by Investing.com. On October 19, 2026, consolidated net profit for the second quarter of fiscal 2027 rose 28.8 percent year over year to INR 63.67 billion, according to CNBC TV18. The October 22 launch is the latest event in that sequence.

What does the launch mean for growth?

The commodity offering broadens Bajaj Broking's reach across four named commodity groups while the wider franchise stood at 128.85 million customers in the second quarter of fiscal 2027. The same quarter produced INR 13.34 billion of net interest income growth of 23.6 percent year over year, while assets under management rose 26 percent to INR 584.62 billion, according to CNBC TV18.

Operating momentum came with a measured risk signal. Gross non-performing assets increased to 1.06 percent from 0.96 percent in the prior quarter, although the ratio remained below 1.24 percent a year earlier. Elara Securities described core adjusted profit of INR 66.20 billion as broadly in line with its INR 66.70 billion estimate on October 21, 2026, and retained a target of INR 1,350, according to EquityBulls.

The next product milestone

Elara Securities said Bajaj Finance plans to launch a term-loan product in November 2026. That product could diversify lending as management works with full-year fiscal 2027 assets-under-management growth guidance of 26 percent to 27 percent, raised from 23 percent to 25 percent.

NSE price and valuation context

Bajaj Finance stock was last at INR 918.20 on the NSE on October 23, 2026 at 1:02 p.m. IST during the open session. Its market capitalization was INR 5.7 trillion, while the 52-week range was INR 787.90 to INR 1,176.40 as of October 23, 2026.