Bajaj Finserv Limited — PPTs, 08-05-2026: Investor Presentation

Bajaj Finserv delivered strong consolidated performance for FY2026. Overall revenue surged by 13% to 150,423 Cr, with profit after tax growing 10% to 9,800.7 Cr. Assets Under Management (AUM) across the group rose 22% to 705,796 Cr.

Growth was significantly driven by its lending arm, Bajaj Finance, which saw AUM jump 22% to 509,973 Cr and PAT increase 15% to 19,328 Cr, adding 3.9 million new customers in Q4 alone. Bajaj Life Insurance boosted Gross Written Premium by 21% and Value of New Business by 41% to 1,629 Cr. Bajaj General Insurance grew Gross Written Premium by 8% to 23,323 Cr.

A key recent development was the acquisition of Allianz's remaining stake in Q4 FY2026, making the insurance businesses 100% Bajaj-owned. The company is heavily investing in digital transformation, with its FinAI and InsurAI platforms already enabling over 6,188 Cr in loan disbursements through AI. Management's long-term strategy targets impressive growth by 2030, aiming for approximately 2.5x total income and doubling PAT, while expanding its customer franchise to around 220 million.