Bajaj Housing Finance Limited — Investor Meet, 02-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Bajaj Housing Finance reported strong Q3 FY26 results with Assets Under Management (AUM) up 23% YoY to ₹133,412 Cr and Profit After Tax (PAT) rising 21% to ₹665 Cr. Disbursements surged 32% to ₹16,545 Cr. Asset quality improved, with Gross NPA at 0.27% and Net NPA at 0.11%. Operating efficiency also enhanced, with Opex to Net Total Income at 19.0%. Management expects FY26 AUM growth to moderate to 21-23% due to competitive pricing and real estate demand, and ROE to slightly moderate due to capital raises. The company continues strategic investments in new markets and digital initiatives.