Buy Bajaj Finance; target of Rs 1000: Sharekhan

Sharekhan is bullish on Bajaj Finance has recommended buy rating on the stock with a target price of Rs 1000 in its research report dated July 28, 2025.

Broker Research

July 29, 2025 / 12:24 IST

Buy

live

bselive
nselive

Volume

Todays L/H

Sharekhan's research report on Bajaj Finance

Net earnings beat estimates on strong AUM growth and lower opex. However, credit cost stayed high. Management highlighted stiff competition in mortgages business and rising stress in MSME segment. It also highlighted that consumer leverage remains an area of concern. Company has taken several steps across products to reduce contribution of customers with multiple loans. It continues to guide for a credit cost of 1.85-1.95% in FY26E.

Outlook

We maintain our ‘Buy’ rating with a revised PT of Rs. 1,000. At the CMP, the stock trades at 4.6x FY26 BV and 3.9x for FY27 BV.

For all recommendations report, click here

Disclaimer: The views and investment tips expressed by investment experts/broking houses/rating agencies on moneycontrol.com are their own, and not that of the website or its management. Moneycontrol.com advises users to check with certified experts before taking any investment decisions.

Bajaj Finance - 29072025 - khan

Broker Research

first published: Jul 29, 2025 12:24 pm

Discover the latest Business News, Sensex, and Nifty updates. Obtain Personal Finance insights, tax queries, and expert opinions on Moneycontrol or download the Moneycontrol App to stay updated!

Advisory Alert: It has come to our attention that certain individuals are representing themselves as affiliates of Moneycontrol and soliciting funds on the false promise of assured returns on their investments. We wish to reiterate that Moneycontrol does not solicit funds from investors and neither does it promise any assured returns. In case you are approached by anyone making such claims, please write to us at grievanceofficer@nw18.com or call on 02268882347