Bajaj Finance reports 26.5% AUM growth: what it means for Bajaj Finance stock

Published on 10/19/2026 at 11:11 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

New loans booked rose 11% to 13.45 million in fiscal 2027. October 19 results will test Bajaj Finance stock after rapid AUM growth.

Growth and earnings calendar

Assets under management rose 26.50 percent in the second quarter of fiscal 2027.
New loans booked reached 13.45 million after growing 11.00 percent year on year.
Bajaj Finance is scheduled to release results on October 19, 2026.
The company had a market capitalization of INR 5.95 trillion as of October 19, 2026.

Bajaj Finance, INE296A01024, Illustration mit AI erstellt.

Bajaj Finance (INE296A01024) reported provisional assets under management of INR 584,750 crore for the second quarter of fiscal 2027, up 26.50 percent year on year, according to StockWatch on October 3, 2026. The lender is scheduled to announce its second-quarter results on October 19, 2026, with an investor call later that day, ScanX News reported on October 13, 2026.

AUM growth sets the tone

The operating update shows that the loan book expanded faster than new loan volumes. New loans booked rose 11.00 percent to 13.45 million in the second quarter of fiscal 2027, from 12.17 million a year earlier, while the customer franchise reached 128.85 million from 110.64 million, according to StockWatch.

The deposit book stood at INR 69,750 crore at September 30, 2026. That funding figure matters because the next earnings release will show whether rapid asset growth was accompanied by stable margins and credit costs.

What does the growth mean?

The comparison between 26.50 percent AUM growth and 11.00 percent new-loan growth points to the importance of the existing portfolio, repayment patterns and loan mix. ET Now reported that analysts expected second-quarter net profit of INR 6,418 crore, up 29.72 percent from INR 4,948 crore a year earlier. The same preview put expected net interest income at INR 13,337 crore, up 23.66 percent.

Results date is October 19

The chronology is clear. On October 3, 2026, the provisional update showed INR 584,750 crore of AUM and 13.45 million new loans. On October 5, 2026, The Financial Express reported a September-quarter AUM growth rate of 26.50 percent and a 13.45 million loan-booking figure. On October 19, 2026, Bajaj Finance is due to publish its second-quarter results.

The next scheduled events are the second-quarter results on October 19, 2026, and the earnings call at 6:00 p.m. IST on the same date. The detailed release will provide the next hard test of the growth figures and the funding-cost trend.

Market value and business scale

Bajaj Finance had a market capitalization of INR 5.95 trillion as of October 19, 2026. The combination of that valuation, INR 584,750 crore in AUM and 128.85 million customers gives investors three scale measures to compare with the reported earnings once they are released.