Bajaj Finance Ltd. is scheduled to declare its financial results for the fourth quarter ending March 31, 2026, on Wednesday. The company's board of directors will convene on April 29, 2026, to review and approve these crucial financial figures.
Dividend Recommendation Also on the Agenda
In addition to the earnings report, the board will also discuss and potentially recommend a dividend on equity shares for the financial year concluded on March 31, 2026. While an exact announcement time has not been officially released, historical patterns suggest Bajaj Finance typically publishes its results after market closing hours, generally post-3:30 PM IST.
Strong Stock Performance Ahead of Earnings
The announcement follows a period of significant growth for Bajaj Finance shares, which have gained 15% over the last month. On Tuesday, the stock saw a slight uptick of 0.17%, closing at Rs 923.40 per share, up from its previous close of Rs 921.85.
Analyst Expectations for Q4 Performance
Brokerage firms have shared their outlooks for Bajaj Finance's Q4 performance:
PL Capital's View
- PL Capital anticipates a stable quarter, projecting a robust 22% year-on-year growth in Assets Under Management (AUM).
- Net Interest Margins (NIM) are expected to remain steady, attributed to the company passing on the benefits of lower cost of funds to customers.
- New loans booked saw a 20.5% year-on-year increase, reaching 12.9 million, and 3.9 million new customers were added, bringing the total customer base to 119.3 million.
- The brokerage, however, expects elevated credit costs, citing stress in the MSME sector and potential delays in recovery due to geopolitical factors like the Gulf War.
Axis Direct's Outlook
- Axis Direct also forecasts a 22% year-on-year AUM growth, though it attributes this to slower growth in the SME segment and the reduction of the captive two-wheeler portfolio.
- NIMs are expected to hold steady, with a slight quarter-on-quarter decline in credit costs and stable asset quality.
- Key areas for investors to monitor include commentary on asset quality trends, credit costs, and any updates on the company's LRS (Lending Risk Strategy) progress and growth guidance.
Investors will be keenly watching tomorrow's announcement for both the financial figures and the board's decision regarding shareholder dividends.