Bajaj Finserv Limited — Investor Meet, 11-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Bajaj Finserv posted strong Q3 FY'26. Consolidated total income rose 24% to ₹39,708 Cr, with adjusted PAT up 32% to ₹2,936 Cr. The Group completed its Allianz JV buyout, boosting insurance ownership to 97%.

Bajaj General Insurance grew GWP 11.5% to ₹7,389 Cr, maintaining a solid 97.9% combined ratio amidst industry motor OD pressures. Bajaj Life Insurance's VNB surged 59% to ₹405 Cr, with New Business Margins hitting 19% via its '2.0' strategy.

Lending arms remained robust. Bajaj Finserv AMC's AUM swiftly crossed ₹30,000 Cr, planning SIF/PMS expansion. Health revenue grew 22%. Management is confident on sustainable, profitable growth and execution.